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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
LAM
1426
L2 Asset Management
Massachusetts
$386K -$1.08M -1,552 -77%
HW
1427
Hancock Whitney
Mississippi
$386K -$18.1K -26 -5%
BFM
1428
Boothbay Fund Management
New York
$386K +$332K +475 New
RC
1429
Rovin Capital
Arizona
$385K +$30K +43 +10%
JHCP
1430
Jackson Hole Capital Partners
Oklahoma
$384K
CB
1431
Cadence Bank
Mississippi
$384K +$14K +20 +4%
MA
1432
MCF Advisors
Kentucky
$383K -$53.8K -77 -14%
RPWA
1433
Regent Peak Wealth Advisors
Georgia
$383K +$2.79K +4 +0.9%
HWMG
1434
Hurlow Wealth Management Group
Indiana
$381K -$11.2K -16 -3%
NG
1435
Norden Group
Utah
$380K -$14K -20 -4%
APA
1436
Astoria Portfolio Advisors
New York
$379K
BONH
1437
Bank of New Hampshire
New Hampshire
$377K
EWA
1438
EverSource Wealth Advisors
Alabama
$376K +$34.9K +50 +12%
EIP
1439
Ellis Investment Partners
Pennsylvania
$374K +$1.4K +2 +0.4%
RIM
1440
Redwood Investment Management
Arizona
$374K +$321K +460 New
CFG
1441
Citizens Financial Group
Rhode Island
$373K +$46.1K +66 +17%
Empower Advisory Group
1442
Empower Advisory Group
Colorado
$373K -$8.38K -12 -3%
Fiera Capital (Canada)
1443
Fiera Capital (Canada)
Quebec, Canada
$372K
WB
1444
West Bancorporation
Iowa
$369K -$7.68K -11 -2%
AGP
1445
Autumn Glory Partners
Texas
$368K +$52.4K +75 +19%
MIM
1446
Moseley Investment Management
Florida
$367K
BWAM
1447
Boyd Watterson Asset Management
Ohio
$367K -$3.49K -5 -1%
IWA
1448
Icon Wealth Advisors
Texas
$367K +$316K +452 New
BTWM
1449
Baker Tilly Wealth Management
Wisconsin
$366K -$6.98K -10 -2%
BLC
1450
Brown, Lisle/Cummings
Rhode Island
$366K +$14K +20 +5%

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.