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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
GCA
1426
Gradient Capital Advisors
California
$305K +$36.1K +54 +14%
MA
1427
MCF Advisors
Kentucky
$305K -$1.34K -2 -0.5%
EP
1428
Edgestream Partners
New Jersey
$304K +$286K +429 New
KIG
1429
Kowal Investment Group
Wisconsin
$303K -$23.4K -35 -8%
ACM
1430
Allred Capital Management
Texas
$303K +$14.7K +22 +5%
BFO
1431
Biltmore Family Office
North Carolina
$302K
ACM
1432
Alethea Capital Management
Washington
$301K
RFG
1433
RFP Financial Group
Georgia
$300K +$283K +424 New
GFS
1434
GYL Financial Synergies
Connecticut
$299K +$14K +21 +5%
HBW
1435
Hazlett, Burt & Watson
West Virginia
$298K +$10.7K +16 +4%
SL
1436
Summitry LLC
California
$298K -$92.2K -138 -25%
CL
1437
Choreo LLC
Illinois
$297K
VWA
1438
Visionary Wealth Advisors
Illinois
$295K -$14.7K -22 -5%
CA
1439
Cambridge Advisors
Nebraska
$295K -$6.68K -10 -2%
MCWS
1440
McKinley Carter Wealth Services
West Virginia
$295K
BAAM
1441
Baker Avenue Asset Management
California
$292K +$275K +412 New
NCM
1442
Novare Capital Management
North Carolina
$291K
ECG
1443
Edge Capital Group
Georgia
$291K +$17.4K +26 +7%
TIA
1444
Traphagen Investment Advisors
New Jersey
$291K
SBIA
1445
Sheaff Brock Investment Advisors
Indiana
$291K
AWM
1446
Angeles Wealth Management
California
$291K +$27.4K +41 +11%
PCH
1447
PGIM Custom Harvest
New Jersey
$291K +$274K +410 New
XT
1448
XTX Topco
Cayman Islands
$290K +$273K +409 New
KFI
1449
Key Financial Inc
Pennsylvania
$289K
AFT
1450
Alpha Family Trust
California
$287K +$270K +405 New

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.