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Blackrock

1,854 hedge funds and large institutions have $80.7B invested in Blackrock in 2023 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 683 increasing their positions, 782 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 100

1% more funds holding

Funds holding: 1,8331,854 (+21)

3% more capital invested

Capital invested by funds: $78.3B → $80.7B (+$2.38B)

5% less call options, than puts

Call options by funds: $677M | Put options by funds: $711M

13% less repeat investments, than reductions

Existing positions increased: 683 | Existing positions reduced: 782

29.27% less ownership

Funds ownership: 107.34%78.07% (-29%)

35% less funds holding in top 10

Funds holding in top 10: 3724 (-13)

Holders
1,854
Holders Change
+21
Holders Change %
+1.15%
% of All Funds
29.11%
Holding in Top 10
24
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-35.14%
% of All Funds
0.38%
New
138
Increased
683
Reduced
782
Closed
100
Calls
$677M
Puts
$711M
Net Calls
-$34.4M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
1376
Putnam Investments
Massachusetts
$377K
DSC
1377
Duncker Streett & Co
Missouri
$375K -$18.8K -28 -5%
NHC
1378
Nicholas Hoffman & Company
Georgia
$374K -$97.8K -146 -21%
LA
1379
LVW Advisors
New York
$374K -$244K -365 -40%
GWS
1380
Glassman Wealth Services
Virginia
$373K +$6.03K +9 +2%
KFI
1381
Key Financial Inc
Pennsylvania
$373K +$9.38K +14 +3%
1IA
1382
1834 Investment Advisors
Wisconsin
$373K -$292K -436 -45%
SFG
1383
Sather Financial Group
Texas
$372K +$24.1K +36 +7%
WHCI
1384
W.H. Cornerstone Investments
Massachusetts
$371K -$65K -97 -15%
LTI
1385
Laffer Tengler Investments
Tennessee
$370K +$359K +536 New
AC
1386
ASB Consultores
Florida
$369K +$1.34K +2 +0.4%
EB
1387
Exchange Bank
California
$368K +$357K +533 New
NFA
1388
Northern Financial Advisors
Michigan
$366K -$32.1K -48 -8%
EWA
1389
ERTS Wealth Advisors
Michigan
$365K -$22.1K -33 -6%
TAM
1390
Todd Asset Management
Kentucky
$365K
HCM
1391
Hall Capital Management
Rhode Island
$365K +$13.4K +20 +4%
PTP
1392
Platform Technology Partners
New York
$364K -$54.9K -82 -14%
HWA
1393
Heritage Wealth Advisors
Virginia
$360K -$12.1K -18 -3%
PP
1394
PDS Planning
Ohio
$359K -$6.7K -10 -2%
OR
1395
Olympiad Research
Connecticut
$359K +$32.8K +49 +10%
AG
1396
Ascent Group
Virginia
$358K -$126K -188 -27%
SL
1397
Summitry LLC
California
$357K
LC
1398
LCNB Corp
Ohio
$357K +$46.2K +69 +15%
AC
1399
Allstate Corporation
Illinois
$357K -$12.7K -19 -4%
PIP
1400
Peachtree Investment Partners
Florida
$356K

BLK Hedge Fund Activity: Q2 2023 in Review

1,854 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q2 2023, worth a combined $80.7B — up 3% from $78.3B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new BLK positions and 100 closed out — a net gain of 38 holders — while 683 added to existing stakes and 782 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $171M. The largest seller was OFI Invest Asset Management, cutting an estimated $29.5B.

  • 1,854 institutional investors held Blackrock (BLK) as of Q2 2023, up from 1,833 in Q1 2023.
  • Funds reported $80.7B of Blackrock stock for Q2 2023, up 3% quarter-over-quarter.
  • 138 funds opened new Blackrock positions in Q2 2023 and 100 closed out, a net change of +38 holders.
  • The largest Blackrock buyer in Q2 2023 was Capital Research Global Investors, an estimated $171M added.
  • The largest Blackrock seller in Q2 2023 was OFI Invest Asset Management, an estimated $29.5B sold.

Based on aggregated 13F filings for Q2 2023.