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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
JCM
1301
Jacobi Capital Management
Pennsylvania
$534K +$4.89K +7 +1%
SAM
1302
Seelaus Asset Management
New Jersey
$533K +$38.4K +55 +9%
AWM
1303
Aberdeen Wealth Management
Illinois
$533K
SP
1304
Symmetry Partners
Connecticut
$529K -$115K -165 -20%
UCI
1305
Uncommon Cents Investing
Wisconsin
$528K
PCM
1306
Penserra Capital Management
California
$526K -$95.6K -137 -17%
WHCI
1307
W.H. Cornerstone Investments
Massachusetts
$523K +$71.9K +103 +19%
FDCP
1308
Foster Dykema Cabot & Partners
Massachusetts
$522K +$449K +643 New
LAS
1309
Legacy Advisory Services
Pennsylvania
$520K +$447K +641 New
AWA
1310
Arkadios Wealth Advisors
Georgia
$519K -$120K -172 -21%
EFA
1311
Evernest Financial Advisors
Indiana
$518K +$445K +638 New
WBG
1312
Wharton Business Group
Pennsylvania
$518K
PFBT
1313
Parkside Financial Bank & Trust
Missouri
$517K +$12.6K +18 +3%
WAL
1314
W Advisors LLC
Tennessee
$517K +$66.3K +95 +18%
CAM
1315
Cidel Asset Management
Ontario, Canada
$517K +$445K +637 New
PCG
1316
Prosperity Consulting Group
Maryland
$516K +$215K +308 +94%
GIM
1317
Goelzer Investment Management
Indiana
$513K +$153K +219 +53%
SIC
1318
Sterling Investment Counsel
New York
$511K +$40.5K +58 +10%
BAM
1319
Berkshire Asset Management
Pennsylvania
$511K +$1.4K +2 +0.3%
RCA
1320
Resonant Capital Advisors
Wisconsin
$510K +$11.2K +16 +3%
MWM
1321
Meridian Wealth Management
Kentucky
$510K +$698 +1 +0.2%
PAM
1322
Peak Asset Management
Colorado
$504K -$1.4K -2 -0.3%
FSC
1323
Full Sail Capital
Oklahoma
$504K +$181K +260 +72%
CPIG
1324
Chicago Partners Investment Group
Illinois
$501K +$46.8K +67 +12%
KCIC
1325
Kuhn & Co Investment Counsel
Illinois
$501K +$431K +617 New

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.