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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
CWM
1401
Congress Wealth Management
Massachusetts
$413K -$1.45M -2,082 -80%
DSC
1402
Duncker Streett & Co
Missouri
$412K -$21.6K -31 -6%
BWM
1403
BigSur Wealth Management
Florida
$412K +$12.6K +18 +4%
GG
1404
Gleason Group
Kentucky
$412K +$2.09K +3 +0.6%
AC
1405
Allstate Corporation
Illinois
$411K -$6.98K -10 -2%
NAG
1406
Northstar Advisory Group
New Jersey
$411K +$4.89K +7 +1%
TIA
1407
Traphagen Investment Advisors
New Jersey
$408K +$48.2K +69 +16%
HI
1408
Harbour Investments
Wisconsin
$408K +$44.7K +64 +15%
SFFS
1409
Stonehage Fleming Financial Services
Jersey
$406K -$175K -250 -33%
WC
1410
Waterloo Capital
Texas
$405K +$348K +499 New
EB
1411
Exchange Bank
California
$404K -$17.5K -25 -5%
CFG
1412
Carr Financial Group
Massachusetts
$403K
ATWA
1413
Arbor Trust Wealth Advisors
Michigan
$398K +$10.5K +15 +3%
WCM
1414
Winthrop Capital Management
Indiana
$397K +$341K +489 New
IF
1415
Integrity Financial
Wyoming
$396K
FCH
1416
Freestone Capital Holdings
Washington
$396K +$6.28K +9 +2%
SR
1417
Syntax Research
Florida
$393K +$8.38K +12 +3%
PSC
1418
Portman Square Capital
United Kingdom
$393K +$338K +484 New
WAM
1419
Weiss Asset Management
Massachusetts
$393K +$338K +484 New
FBB
1420
Fulton Breakefield Broenniman
Maryland
$392K -$2.79K -4 -0.8%
PI
1421
PFG Investments
New York
$391K +$62.8K +90 +23%
Connor, Clark & Lunn Investment Management (CC&L)
1422
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$389K -$3.17M -4,537 -90%
SF
1423
Symphony Financial
Texas
$388K -$55.8K -80 -14%
SBF
1424
Sara-Bay Financial
Florida
$387K +$333K +477 New
CJ
1425
Caitlin John
Michigan
$387K +$333K +477 New

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.