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Blackrock

1,825 hedge funds and large institutions have $85.6B invested in Blackrock in 2022 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 646 increasing their positions, 737 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 108

92% more funds holding in top 10

Funds holding in top 10: 2650 (+24)

32% more capital invested

Capital invested by funds: $65B → $85.6B (+$20.6B)

6% more funds holding

Funds holding: 1,7171,825 (+108)

1.21% more ownership

Funds ownership: 78.34%79.54% (+1.2%)

12% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 737

28% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.8B

Holders
1,825
Holders Change
+108
Holders Change %
+6.29%
% of All Funds
29.33%
Holding in Top 10
50
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+92.31%
% of All Funds
0.8%
New
242
Increased
646
Reduced
737
Closed
108
Calls
$1.29B
Puts
$1.8B
Net Calls
-$504M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1376
Holistic Financial Partners
Indiana
$354K -$14.7K -22 -4%
JHCP
1377
Jackson Hole Capital Partners
Oklahoma
$352K -$20K -30 -6%
IAA
1378
Independent Advisor Alliance
North Carolina
$351K -$180K -269 -7%
ATWA
1379
Arbor Trust Wealth Advisors
Michigan
$351K
GG
1380
Gleason Group
Kentucky
$349K +$2.67K +4 +0.8%
SDAM
1381
Shulman DeMeo Asset Management
New York
$348K -$8.01K -12 -2%
CFG
1382
Carr Financial Group
Massachusetts
$347K +$327K +490 New
CB
1383
Cadence Bank
Mississippi
$347K +$2.67K +4 +0.8%
SWA
1384
Sutton Wealth Advisors
Florida
$347K -$3.34K -5 -1%
SFG
1385
SevenBridge Financial Group
Pennsylvania
$346K -$1.34K -2 -0.4%
IF
1386
Integrity Financial
Wyoming
$346K
VCM
1387
Vivaldi Capital Management
Illinois
$346K +$33.4K +50 +12%
HWMG
1388
Hurlow Wealth Management Group
Indiana
$344K +$2.67K +4 +0.8%
KP
1389
Keel Point
Alabama
$343K +$7.34K +11 +2%
PAM
1390
Peak Asset Management
Colorado
$339K
CWM
1391
Congress Wealth Management
Massachusetts
$337K -$22.7K -34 -7%
EFG
1392
Ethos Financial Group
Pennsylvania
$337K +$317K +475 New
WHCI
1393
W.H. Cornerstone Investments
Massachusetts
$337K -$128K -191 -30%
TCM
1394
Teza Capital Management
Illinois
$334K +$315K +472 New
GIM
1395
Goelzer Investment Management
Indiana
$334K -$15.4K -23 -5%
BONH
1396
Bank of New Hampshire
New Hampshire
$329K -$26.7K -40 -8%
CWP
1397
CFM Wealth Partners
Texas
$328K -$273K -409 -47%
JC
1398
Jacobs & Co
California
$328K +$309K +463 New
MWPCG
1399
Measured Wealth Private Client Group
New Hampshire
$327K
FMWA
1400
Forvis Mazars Wealth Advisors
Missouri
$327K -$4.01K -6 -1%

BLK Hedge Fund Activity: Q4 2022 in Review

1,825 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2022, worth a combined $85.6B — up 32% from $65B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new BLK positions and 108 closed out — a net gain of 134 holders — while 646 added to existing stakes and 737 trimmed.

The largest buyer was Bank of America, adding an estimated $758M. The largest seller was Capital International Investors, cutting an estimated $597M.

  • 1,825 institutional investors held Blackrock (BLK) as of Q4 2022, up from 1,717 in Q3 2022.
  • Funds reported $85.6B of Blackrock stock for Q4 2022, up 32% quarter-over-quarter.
  • 242 funds opened new Blackrock positions in Q4 2022 and 108 closed out, a net change of +134 holders.
  • The largest Blackrock buyer in Q4 2022 was Bank of America, an estimated $758M added.
  • The largest Blackrock seller in Q4 2022 was Capital International Investors, an estimated $597M sold.

Based on aggregated 13F filings for Q4 2022.