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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
HBW
1451
Hazlett, Burt & Watson
West Virginia
$366K -$36.3K -52 -10%
EFG
1452
Everhart Financial Group
Ohio
$365K +$9.77K +14 +3%
EWM
1453
Evermay Wealth Management
Virginia
$365K +$20.2K +29 +7%
AHB
1454
Abner Herrman & Brock
New Jersey
$364K
HAS
1455
HBW Advisory Services
California
$364K +$2.09K +3 +0.7%
MW
1456
MBL Wealth
North Carolina
$364K +$3.49K +5 +1%
SWM
1457
Seed Wealth Management
Illinois
$363K
APIM
1458
Agate Pass Investment Management
Washington
$363K +$312K +447 New
FPCP
1459
Fort Point Capital Partners
California
$361K +$13.3K +19 +4%
SDAM
1460
Shulman DeMeo Asset Management
New York
$361K +$16.8K +24 +6%
PAG
1461
Private Advisory Group
Washington
$360K -$166K -238 -35%
SB
1462
Strategic Blueprint
Georgia
$359K -$44K -63 -12%
JDR
1463
Jay D. Rosenbaum
$359K -$325K -466 -51%
ECM
1464
EagleClaw Capital Management
Massachusetts
$357K
KWAG
1465
Kiely Wealth Advisory Group
North Carolina
$356K +$314K +450 New
RIL
1466
Rothschild Investment LLC
Illinois
$356K +$63.5K +91 +26%
PIA
1467
Perennial Investment Advisors
California
$356K -$17.5K -25 -5%
CVA
1468
Central Valley Advisors
California
$355K +$305K +437 New
PSP
1469
Principal Street Partners
Tennessee
$355K -$37K -53 -11%
GFP
1470
Gryphon Financial Partners
Ohio
$354K +$304K +436 New
CAMV
1471
Concord Asset Management (Virginia)
Virginia
$352K -$21.6K -31 -7%
IIA
1472
Integral Investment Advisors
California
$352K +$6.98K +10 +2%
PWA
1473
Phoenix Wealth Advisors
North Carolina
$351K -$1.4K -2 -0.5%
IDBONY
1474
Israel Discount Bank of New York
New York
$348K -$19.5K -28 -6%
PTP
1475
Platform Technology Partners
New York
$348K -$79.6K -114 -21%

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.