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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
KWM
1326
Kolinsky Wealth Management
New Jersey
$438K -$11.3K -16 -2%
AWM
1327
Aberdeen Wealth Management
Illinois
$438K
CM
1328
Columbus Macro
Pennsylvania
$438K +$14.1K +20 +3%
BIAS
1329
Beacon Investment Advisory Services
New Jersey
$438K +$28.2K +40 +7%
BHB
1330
Bank Hapoalim BM
Israel
$434K -$9.86K -14 -2%
NB
1331
Nicolet Bankshares
Wisconsin
$434K +$18.3K +26 +2%
CPIG
1332
Chicago Partners Investment Group
Illinois
$434K -$5.63K -8 -1%
PFBT
1333
Parkside Financial Bank & Trust
Missouri
$432K +$10.6K +15 +2%
CAL
1334
Capital Advisors Ltd
Ohio
$432K -$22.5K -32 -5%
PWP
1335
Private Wealth Partners
California
$432K +$454K +645 New
JCM
1336
Jacobi Capital Management
Pennsylvania
$431K +$42.3K +60 +10%
TWM
1337
Tradition Wealth Management
Minnesota
$430K +$175K +248 +63%
CSPIA
1338
Cary Street Partners Investment Advisory
Virginia
$429K -$67.6K -96 -13%
NFA
1339
Northern Financial Advisors
Michigan
$427K +$449K +638 New
WBG
1340
Wharton Business Group
Pennsylvania
$426K
AAM
1341
Aureus Asset Management
Massachusetts
$424K +$34.5K +49 +8%
WHCI
1342
W.H. Cornerstone Investments
Massachusetts
$424K +$132K +187 +42%
MM
1343
MQS Management
New York
$424K +$446K +633 New
MSWM
1344
McGlone Suttner Wealth Management
Wisconsin
$423K +$40.2K +57 +10%
SAM
1345
Seelaus Asset Management
New Jersey
$421K
CRI
1346
Colonial River Investments
Virginia
$418K +$41.6K +59 +10%
BAM
1347
Berkshire Asset Management
Pennsylvania
$418K +$440K +624 New
MC
1348
Middleton & Co
Massachusetts
$415K
QC
1349
Quent Capital
New York
$412K +$16.2K +23 +4%
WG
1350
Welch Group
Alabama
$410K -$7.75K -11 -2%

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.