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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
MIM
1426
Morningstar Investment Management
Illinois
$331K +$36.6K +52 +12%
BSAM
1427
Blue Square Asset Management
New York
$329K +$346K +491 New
CFG
1428
Carr Financial Group
Massachusetts
$328K
ECG
1429
Edge Capital Group
Georgia
$328K +$55.6K +79 +19%
SDAM
1430
Shulman DeMeo Asset Management
New York
$327K -$1.41K -2 -0.4%
IF
1431
Integrity Financial
Wyoming
$327K
CCP
1432
Carmel Capital Partners
California
$325K +$68.3K +97 +25%
HWMG
1433
Hurlow Wealth Management Group
Indiana
$323K -$1.41K -2 -0.4%
LFA
1434
Legacy Financial Advisors
Kentucky
$323K -$38K -54 -10%
JHCP
1435
Jackson Hole Capital Partners
Oklahoma
$320K -$13.4K -19 -4%
CWM
1436
Congress Wealth Management
Massachusetts
$316K -$2.82K -4 -0.8%
APA
1437
Astoria Portfolio Advisors
New York
$315K -$69.7K -99 -17%
OR
1438
Olympiad Research
Connecticut
$314K +$331K +470 New
BONH
1439
Bank of New Hampshire
New Hampshire
$310K
SFG
1440
SevenBridge Financial Group
Pennsylvania
$310K -$17.6K -25 -5%
FMWA
1441
Forvis Mazars Wealth Advisors
Missouri
$310K +$1.41K +2 +0.4%
WB
1442
West Bancorporation
Iowa
$310K -$36.6K -52 -10%
CB
1443
Cadence Bank
Mississippi
$310K -$19K -27 -6%
MHS
1444
M Holdings Securities
Oregon
$309K +$16.9K +24 +5%
Empower Advisory Group
1445
Empower Advisory Group
Colorado
$308K +$325K +462 New
SG
1446
Stonnington Group
California
$308K +$35.2K +50 +12%
PIA
1447
Perennial Investment Advisors
California
$307K +$323K +459 New
ACM
1448
Allred Capital Management
Texas
$306K +$21.8K +31 +7%
KP
1449
Keel Point
Alabama
$306K -$19K -27 -6%
GIM
1450
Goelzer Investment Management
Indiana
$304K -$12K -17 -4%

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.