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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
AC
1401
ASB Consultores
Florida
$356K
GWS
1402
Glassman Wealth Services
Virginia
$355K -$135K -191 -26%
VCM
1403
Versant Capital Management
Arizona
$355K -$1.41K -2 -0.4%
PP
1404
PDS Planning
Ohio
$354K +$109K +155 +41%
TAM
1405
Todd Asset Management
Kentucky
$353K
KFI
1406
Key Financial Inc
Pennsylvania
$352K
HFP
1407
Holistic Financial Partners
Indiana
$351K +$18.3K +26 +5%
SL
1408
Summitry LLC
California
$346K +$68.3K +97 +23%
T
1409
TCWP
Ohio
$346K -$26.1K -37 -7%
OTL
1410
Oak Thistle LLC
New York
$345K +$363K +515 New
PIP
1411
Peachtree Investment Partners
Florida
$344K
CFO
1412
Callan Family Office
Pennsylvania
$344K -$5.63K -8 -2%
ETIA
1413
Epic Trust Investment Advisors
Washington
$342K +$122K +173 +51%
RC
1414
Rovin Capital
Arizona
$342K -$252K -358 -41%
HCM
1415
Hall Capital Management
Rhode Island
$340K -$4.93K -7 -1%
FBB
1416
Fulton Breakefield Broenniman
Maryland
$338K -$58.5K -83 -14%
GIA
1417
Guyasuta Investment Advisors
Pennsylvania
$338K
JSW
1418
Journey Strategic Wealth
New Jersey
$337K -$27.5K -39 -7%
SFG
1419
Sather Financial Group
Texas
$336K -$4.92M -6,979 -93%
HAI
1420
Hennessy Advisors Inc
California
$335K
WPI
1421
Walter Public Investments
Canada
$335K
CRC
1422
Curi RMB Capital
Illinois
$333K +$350K +497 New
MCWS
1423
McKinley Carter Wealth Services
West Virginia
$332K +$57.1K +81 +19%
GG
1424
Gleason Group
Kentucky
$332K +$2.11K +3 +0.6%
ATWA
1425
Arbor Trust Wealth Advisors
Michigan
$331K

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.