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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
DWM
1326
Drive Wealth Management
Utah
$501K +$431K +617 New
SAM
1327
Strategy Asset Managers
California
$500K +$4.19K +6 +1%
PAG
1328
Powers Advisory Group
Illinois
$499K +$28.6K +41 +7%
RB
1329
Renasant Bank
Mississippi
$498K -$74.7K -107 -15%
WG
1330
Welch Group
Alabama
$497K -$8.38K -12 -2%
QC
1331
Quent Capital
New York
$496K -$53.1K -76 -11%
JFGIW
1332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$496K -$48.2K -69 -10%
HCM
1333
Hollencrest Capital Management
California
$496K
HFP
1334
Holistic Financial Partners
Indiana
$493K +$26.5K +38 +7%
OWP
1335
Obermeyer Wealth Partners
Colorado
$492K -$31.4K -45 -7%
ECG
1336
Edge Capital Group
Georgia
$490K +$36.3K +52 +9%
HIC
1337
Holderness Investments Company
North Carolina
$489K
BOPW
1338
Brandywine Oak Private Wealth
Pennsylvania
$488K
BAM
1339
Bosun Asset Management
Illinois
$487K -$83.1K -119 -17%
FMWA
1340
Forvis Mazars Wealth Advisors
Missouri
$487K -$7.68K -11 -2%
BTI
1341
Blue Trust Inc
Georgia
$487K -$792K -1,134 -60%
KAM
1342
Knightsbridge Asset Management
California
$483K +$119K +170 +40%
AIA
1343
Angeles Investment Advisors
California
$479K
MCCA
1344
Mill Creek Capital Advisors
Pennsylvania
$478K -$9.77K -14 -2%
UAML
1345
US Asset Management LLC
Pennsylvania
$478K +$411K +589 New
BHCM
1346
Brevan Howard Capital Management
Jersey
$477K +$110K +157 +36%
KP
1347
Keel Point
Alabama
$477K +$53.1K +76 +15%
AWM
1348
Angeles Wealth Management
California
$476K -$27.9K -40 -6%
WB
1349
WesBanco Bank
West Virginia
$474K -$7.7M -11,031 -95%
WA
1350
WBH Advisory
Maryland
$473K +$698 +1 +0.2%

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.