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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
Luther King Capital Management (LKCM)
1376
Luther King Capital Management (LKCM)
Texas
$376K -$166K -236 -30%
C
1377
Certuity
Florida
$375K +$6.34K +9 +2%
EWA
1378
ERTS Wealth Advisors
Michigan
$375K -$26.1K -37 -6%
PSP
1379
Principal Street Partners
Tennessee
$373K -$43.7K -62 -10%
CAM
1380
Chesapeake Asset Management
New York
$371K +$390K +554 New
LWMM
1381
Legacy Wealth Management (Mississippi)
Mississippi
$370K
PAG
1382
Powers Advisory Group
Illinois
$370K +$2.11K +3 +0.5%
RFP
1383
Root Financial Partners
California
$369K +$389K +552 New
EFSCE
1384
Enterprise Financial Services Corp (EFSC)
Missouri
$369K -$7.75K -11 -2%
RB
1385
Renasant Bank
Mississippi
$368K -$18.3K -26 -5%
WCM
1386
Weik Capital Management
Pennsylvania
$367K -$9.16K -13 -2%
TL
1387
Tradewinds LLC
North Carolina
$367K +$386K +548 New
WSCM
1388
Wellington Shields Capital Management
New York
$367K -$141K -200 -27%
GCAC
1389
Guardian Capital Advisors (Canada)
Ontario, Canada
$366K -$88K -125 -19%
MWM
1390
Modera Wealth Management
New Jersey
$366K -$59.2K -84 -13%
MWP
1391
Meredith Wealth Planning
Illinois
$366K -$10.6K -15 -3%
FDCC
1392
Foster Dykema Cabot & Co
Massachusetts
$366K
MAG
1393
MRA Advisory Group
New Jersey
$365K -$110K -156 -22%
PI
1394
Putnam Investments
Massachusetts
$365K +$12K +17 +3%
GLA
1395
Good Life Advisors
Pennsylvania
$364K -$15.5K -22 -4%
DWM
1396
Drive Wealth Management
Utah
$361K +$26.1K +37 +7%
HWA
1397
Heritage Wealth Advisors
Virginia
$360K -$46.5K -66 -11%
IDBONY
1398
Israel Discount Bank of New York
New York
$360K -$4.23K -6 -1%
EWM
1399
Evermay Wealth Management
Virginia
$359K -$5.63K -8 -1%
AC
1400
Allstate Corporation
Illinois
$358K -$4.65M -6,603 -93%

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.