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Blackrock

1,931 hedge funds and large institutions have $101B invested in Blackrock in 2023 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 613 increasing their positions, 816 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 112

46% more funds holding in top 10

Funds holding in top 10: 2841 (+13)

33% more capital invested

Capital invested by funds: $75.9B → $101B (+$24.7B)

7% more funds holding

Funds holding: 1,8001,931 (+131)

4.72% more ownership

Funds ownership: 78.66%83.38% (+4.7%)

6% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $1.44B

25% less repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 816

Holders
1,931
Holders Change
+131
Holders Change %
+7.28%
% of All Funds
28.15%
Holding in Top 10
41
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+46.43%
% of All Funds
0.6%
New
276
Increased
613
Reduced
816
Closed
112
Calls
$1.35B
Puts
$1.44B
Net Calls
-$93.6M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
1276
Nicholas Hoffman & Company
Georgia
$561K +$11.2K +16 +2%
BWM
1277
Buckley Wealth Management
Nevada
$561K -$28.6K -41 -6%
SIA
1278
Schear Investment Advisers
Ohio
$560K +$2.09K +3 +0.4%
DA
1279
DCM Advisors
New York
$555K -$14.7K -21 -3%
1IA
1280
1834 Investment Advisors
Wisconsin
$554K -$98.4K -141 -17%
RW
1281
Rede Wealth
Virginia
$553K
DA
1282
Dover Advisors
Virginia
$551K -$223K -320 -32%
KIG
1283
Kowal Investment Group
Wisconsin
$551K +$47.5K +68 +11%
KWA
1284
Kingswood Wealth Advisors
California
$551K +$130K +186 +38%
AP
1285
Americana Partners
Texas
$550K +$286K +410 +66%
TA
1286
TFG Advisers
Michigan
$550K -$2.09K -3 -0.4%
CAAS
1287
Capital Asset Advisory Services
Michigan
$549K -$75.4K -108 -14%
ANBT
1288
American National Bank & Trust
Texas
$548K -$146K -209 -24%
PGWM
1289
Parisi Gray Wealth Management
New Jersey
$547K +$3.49K +5 +0.7%
SS
1290
Sunbelt Securities
Texas
$547K +$1.4K +2 +0.3%
S
1291
Sachetta
Massachusetts
$547K +$470K +673 New
CAL
1292
Capital Advisors Ltd
Ohio
$544K -$4.89K -7 -1%
LFA
1293
Legacy Financial Advisors
Kentucky
$544K +$63.5K +91 +16%
WWM
1294
Waterway Wealth Management
Texas
$543K +$467K +669 New
FMTC
1295
Farmers & Merchants Trust Company
California
$542K +$10.5K +15 +2%
KWM
1296
Kolinsky Wealth Management
New Jersey
$541K -$4.89K -7 -1%
LA
1297
Lane & Associates
New Jersey
$540K -$37K -53 -7%
KA
1298
Kozak & Associates
Colorado
$539K -$2.09K -3 -0.4%
BIP
1299
Blueprint Investment Partners
North Carolina
$536K +$460K +659 New
CFG
1300
Cooper Financial Group
California
$535K +$88.7K +127 +24%

BLK Hedge Fund Activity: Q4 2023 in Review

1,931 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2023, worth a combined $101B — up 33% from $75.9B a quarter earlier.

Buyers outnumbered sellers: 276 funds opened new BLK positions and 112 closed out — a net gain of 164 holders — while 613 added to existing stakes and 816 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.07B. The largest seller was Millennium Management, cutting an estimated $184M.

  • 1,931 institutional investors held Blackrock (BLK) as of Q4 2023, up from 1,800 in Q3 2023.
  • Funds reported $101B of Blackrock stock for Q4 2023, up 33% quarter-over-quarter.
  • 276 funds opened new Blackrock positions in Q4 2023 and 112 closed out, a net change of +164 holders.
  • The largest Blackrock buyer in Q4 2023 was Morgan Stanley, an estimated $3.07B added.
  • The largest Blackrock seller in Q4 2023 was Millennium Management, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2023.