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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
KAM
1426
Knightsbridge Asset Management
California
$328K -$242K -362 -43%
JHCP
1427
Jackson Hole Capital Partners
Oklahoma
$327K -$3.35K -5 -1%
BWM
1428
BigSur Wealth Management
Florida
$323K -$287K -428 -48%
LWCFA
1429
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$323K -$67K -100 -18%
PIA
1430
Perennial Investment Advisors
California
$322K +$4.02K +6 +1%
SFG
1431
SevenBridge Financial Group
Pennsylvania
$321K +$670 +1 +0.2%
BONH
1432
Bank of New Hampshire
New Hampshire
$321K
RPWA
1433
Regent Peak Wealth Advisors
Georgia
$321K +$7.37K +11 +2%
WB
1434
West Bancorporation
Iowa
$320K
WA
1435
Wealth Alliance
New York
$319K -$175K -262 -36%
HBW
1436
Hazlett, Burt & Watson
West Virginia
$318K +$13.4K +20 +5%
Empower Advisory Group
1437
Empower Advisory Group
Colorado
$318K -$1.34K -2 -0.4%
IDBONY
1438
Israel Discount Bank of New York
New York
$317K -$52.9K -79 -15%
PCOC
1439
Power Corp of Canada
Canada
$317K
BWAM
1440
Boyd Watterson Asset Management
Ohio
$316K +$2.01K +3 +0.7%
EIP
1441
Ellis Investment Partners
Pennsylvania
$315K +$34.8K +52 +13%
MAG
1442
MRA Advisory Group
New Jersey
$315K -$59.6K -89 -16%
SDAM
1443
Shulman DeMeo Asset Management
New York
$314K -$23.4K -35 -7%
SWM
1444
Seed Wealth Management
Illinois
$314K
MWPCG
1445
Measured Wealth Private Client Group
New Hampshire
$314K +$4.02K +6 +1%
CB
1446
Cadence Bank
Mississippi
$313K -$6.7K -10 -2%
AHB
1447
Abner Herrman & Brock
New Jersey
$313K +$2.68K +4 +0.9%
CI
1448
Carroll Investors
South Carolina
$311K -$716K -1,069 -70%
FPCP
1449
Fort Point Capital Partners
California
$310K +$83.1K +124 +38%
CI
1450
CX Institutional
Indiana
$308K +$69.7K +104 +30%

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.