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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
PAG
1351
Private Advisory Group
Washington
$410K +$10.6K +15 +3%
BOPW
1352
Brandywine Oak Private Wealth
Pennsylvania
$408K
CPC
1353
Congress Park Capital
New York
$401K -$38.7K -55 -8%
JWCA
1354
J.W. Cole Advisors
Florida
$401K +$26.8K +38 +7%
WAL
1355
W Advisors LLC
Tennessee
$401K +$4.93K +7 +1%
SMA
1356
Sage Mountain Advisors
Georgia
$399K +$420K +596 New
PTP
1357
Platform Technology Partners
New York
$398K +$56.4K +80 +16%
UAML
1358
US Asset Management LLC
Pennsylvania
$396K -$2.11K -3 -0.5%
HCM
1359
Hollencrest Capital Management
California
$395K +$281K +399 +208%
AIA
1360
Angeles Investment Advisors
California
$395K
PAM
1361
Peak Asset Management
Colorado
$394K +$77.5K +110 +23%
RIA
1362
Regal Investment Advisors
Michigan
$393K +$4.93K +7 +1%
HIC
1363
Holderness Investments Company
North Carolina
$393K -$17.6K -25 -4%
HI
1364
Hoey Investments
Pennsylvania
$393K -$2.11K -3 -0.5%
HI
1365
Harbour Investments
Wisconsin
$392K +$44.4K +63 +12%
SAM
1366
Strategy Asset Managers
California
$391K -$15.5K -22 -4%
RGI
1367
River Global Investors
United Kingdom
$391K +$31.7K +45 +8%
KIG
1368
Kowal Investment Group
Wisconsin
$390K +$109K +155 +36%
AWM
1369
Ameliora Wealth Management
Switzerland
$389K +$410K +582 New
WA
1370
WBH Advisory
Maryland
$389K +$409K +581 New
RIA
1371
Realta Investment Advisors
Delaware
$387K -$74K -105 -15%
FFA
1372
Founders Financial Alliance
North Carolina
$387K -$123K -174 -23%
DSC
1373
Duncker Streett & Co
Missouri
$381K +$704 +1 +0.2%
SB
1374
Strategic Blueprint
Georgia
$380K +$22.5K +32 +6%
LWCFA
1375
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$379K -$62.7K -89 -14%

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.