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Blackrock

1,833 hedge funds and large institutions have $78.3B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 698 increasing their positions, 738 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 102

27.79% more ownership

Funds ownership: 79.54%107.34% (+28%)

0% more funds holding

Funds holding: 1,8251,833 (+8)

5% less repeat investments, than reductions

Existing positions increased: 698 | Existing positions reduced: 738

8% less capital invested

Capital invested by funds: $85.6B → $78.3B (-$7.22B)

10% less call options, than puts

Call options by funds: $899M | Put options by funds: $1B

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,833
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.21%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.59%
New
151
Increased
698
Reduced
738
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
1301
Choreo LLC
Illinois
$467K +$196K +278 +66%
TA
1302
TFG Advisers
Michigan
$466K -$14.8K -21 -3%
IF
1303
Intrua Financial
Texas
$466K -$107K -152 -17%
PI
1304
PGGM Investments
Netherlands
$462K +$486K +690 New
RW
1305
Rede Wealth
Virginia
$462K +$704 +1 +0.1%
AFM
1306
Andesa Financial Management
Pennsylvania
$461K +$46.5K +66 +10%
YIH
1307
Y-Intercept (HK)
Hong Kong
$460K +$485K +688 New
NHC
1308
Nicholas Hoffman & Company
Georgia
$460K +$41.6K +59 +9%
LGA
1309
Lebenthal Global Advisors
New York
$458K -$8.45K -12 -2%
MCCA
1310
Mill Creek Capital Advisors
Pennsylvania
$458K -$1.41K -2 -0.3%
FTWA
1311
Fifth Third Wealth Advisors
Ohio
$458K +$482K +684 New
LMKC
1312
L.M. Kohn & Company
Ohio
$458K +$22.5K +32 +5%
AF
1313
Advisornet Financial
Minnesota
$454K -$2.82K -4 -0.6%
KA
1314
Kozak & Associates
Colorado
$454K
BC
1315
Brookfield Corp
Ontario, Canada
$453K +$477K +677 New
UCI
1316
Uncommon Cents Investing
Wisconsin
$448K
LA
1317
Lane & Associates
New Jersey
$447K +$17.6K +25 +4%
GWM
1318
Gray Wealth Management
Maine
$446K +$13.4K +19 +3%
FFN
1319
Focus Financial Network
Minnesota
$445K +$9.86K +14 +2%
FMTC
1320
Farmers & Merchants Trust Company
California
$444K -$12.7K -18 -3%
FCH
1321
Freestone Capital Holdings
Washington
$442K -$28.2K -40 -6%
OWP
1322
Obermeyer Wealth Partners
Colorado
$442K -$7.04K -10 -1%
Nomura Holdings
1323
Nomura Holdings
Japan
$442K +$466K +661 New
PGWM
1324
Parisi Gray Wealth Management
New Jersey
$441K +$3.52K +5 +0.8%
MSFS
1325
Main Street Financial Solutions
Pennsylvania
$439K +$11.3K +16 +3%

BLK Hedge Fund Activity: Q1 2023 in Review

1,833 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2023, worth a combined $78.3B — down 8.4% from $85.6B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new BLK positions and 102 closed out — a net gain of 49 holders — while 698 added to existing stakes and 738 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $679M. The largest seller was Fidelity Investments, cutting an estimated $490M.

  • 1,833 institutional investors held Blackrock (BLK) as of Q1 2023, up from 1,825 in Q4 2022.
  • Funds reported $78.3B of Blackrock stock for Q1 2023, down 8.4% quarter-over-quarter.
  • 151 funds opened new Blackrock positions in Q1 2023 and 102 closed out, a net change of +49 holders.
  • The largest Blackrock buyer in Q1 2023 was Capital Research Global Investors, an estimated $679M added.
  • The largest Blackrock seller in Q1 2023 was Fidelity Investments, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2023.