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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
WSCM
1351
Wellington Shields Capital Management
New York
$472K -$698 -1 -0.2%
SFG
1352
Sather Financial Group
Texas
$472K +$55.8K +80 +16%
CCT
1353
Chemung Canal Trust
New York
$470K +$58.6K +84 +17%
PP
1354
PDS Planning
Ohio
$470K +$42.6K +61 +12%
BIAS
1355
Beacon Investment Advisory Services
New Jersey
$464K
SSA
1356
Sierra Summit Advisors
Nevada
$463K +$398K +570 New
KA
1357
Kovack Advisors
Florida
$462K +$42.6K +61 +12%
TIMH
1358
Tilt Investment Management Holdings
New York
$460K -$148K -212 -27%
GC
1359
Gratus Capital
Georgia
$460K +$170K +244 +76%
GWM
1360
Geneos Wealth Management
Colorado
$458K -$106K -152 -21%
PCP
1361
Pacific Capital Partners
$455K -$76.1K -109 -16%
JF
1362
Jump Financial
Illinois
$454K -$872K -1,249 -69%
CAM
1363
CenterStar Asset Management
Illinois
$447K +$385K +551 New
MSFS
1364
Main Street Financial Solutions
Pennsylvania
$447K +$37K +53 +11%
PL
1365
Perpetual Ltd
Australia
$442K -$12.4M -17,785 -97%
GA
1366
Geller Advisors
New York
$442K -$57.9K -83 -13%
WCM
1367
Weik Capital Management
Pennsylvania
$442K -$2.09K -3 -0.5%
LWM
1368
Laidlaw Wealth Management
New York
$440K -$35.6K -51 -9%
PCP
1369
Proficio Capital Partners
Massachusetts
$440K +$85.9K +123 +29%
CAG
1370
Crestwood Advisors Group
Massachusetts
$439K -$10.5K -15 -3%
OCBCO
1371
Oversea-Chinese Banking Corp (OCBC)
Singapore
$439K +$377K +540 New
SMA
1372
Sage Mountain Advisors
Georgia
$438K -$65.6K -94 -15%
KFI
1373
Key Financial Inc
Pennsylvania
$438K
RFA
1374
ROI Financial Advisors
Oregon
$438K +$376K +539 New
MMA
1375
Miracle Mile Advisors
California
$438K -$325K -465 -46%

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.