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Blackrock

1,717 hedge funds and large institutions have $65B invested in Blackrock in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 786 increasing their positions, 586 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 786 | Existing positions reduced: 586

0.71% more ownership

Funds ownership: 77.63%78.34% (+0.71%)

8% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 114

2% less funds holding

Funds holding: 1,7511,717 (-34)

9% less capital invested

Capital invested by funds: $71.1B → $65B (-$6.15B)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

13% less call options, than puts

Call options by funds: $916M | Put options by funds: $1.05B

Holders
1,717
Holders Change
-34
Holders Change %
-1.94%
% of All Funds
29.57%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.45%
New
105
Increased
786
Reduced
586
Closed
114
Calls
$916M
Puts
$1.05B
Net Calls
-$134M
Net Calls Change
+$347M
Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
1476
Cardinal Strategic Wealth Guidance
Kentucky
$215K -$57.6K -88 -18%
LCM
1477
LVM Capital Management
Michigan
$214K +$23.6K +36 +10%
SAM
1478
Secure Asset Management
Michigan
$212K -$10.5K -16 -4%
CWM
1479
Cahaba Wealth Management
Georgia
$212K +$15.1K +23 +6%
ECG
1480
Edge Capital Group
Georgia
$212K +$21.6K +33 +9%
PWMG
1481
Prestige Wealth Management Group
New Jersey
$211K +$24.9K +38 +11%
SWM
1482
Silverlake Wealth Management
Vermont
$210K +$1.96K +3 +0.8%
CPSAC
1483
Chas P. Smith & Associates (CPS)
Florida
$209K -$65.5K -100 -21%
HAS
1484
HBW Advisory Services
California
$209K -$15.1K -23 -6%
PWM
1485
Palumbo Wealth Management
New York
$209K +$1.31K +2 +0.5%
CAWM
1486
Capital Advisors Wealth Management
Washington
$209K +$2.62K +4 +1%
APW
1487
Acima Private Wealth
Virginia
$209K
RIG
1488
Renaissance Investment Group
Massachusetts
$208K -$149K -227 -40%
CWM
1489
Cornerstone Wealth Management
Missouri
$208K -$3.27K -5 -1%
AWAP
1490
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$208K -$1.96K -3 -0.8%
JWA
1491
JFS Wealth Advisors
Pennsylvania
$207K -$5.89K -9 -2%
GCA
1492
Gradient Capital Advisors
California
$207K +$246K +376 New
IIA
1493
Integral Investment Advisors
California
$206K
WP
1494
WMS Partners
Maryland
$206K
RIM
1495
Redwood Investment Management
Arizona
$206K +$245K +375 New
TSWM
1496
Triangle Securities Wealth Management
North Carolina
$205K -$13.1K -20 -5%
AF
1497
Allworth Financial
California
$205K +$10.5K +16 +4%
GBT
1498
Grove Bank & Trust
Florida
$204K
UCI
1499
Uncommon Cents Investing
Wisconsin
$204K +$242K +370 New
AWM
1500
Angeles Wealth Management
California
$203K +$7.2K +11 +3%

BLK Hedge Fund Activity: Q3 2022 in Review

1,717 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2022, worth a combined $65B — down 8.7% from $71.1B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of BLK and 105 opened new positions — a net loss of 9 holders — while 586 trimmed existing stakes and 786 added.

The largest buyer was Fisher Asset Management, adding an estimated $996M. The largest seller was Wellington Management Group, cutting an estimated $820M.

  • 1,717 institutional investors held Blackrock (BLK) as of Q3 2022, down from 1,751 in Q2 2022.
  • Funds reported $65B of Blackrock stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 105 funds opened new Blackrock positions in Q3 2022 and 114 closed out, a net change of -9 holders.
  • The largest Blackrock buyer in Q3 2022 was Fisher Asset Management, an estimated $996M added.
  • The largest Blackrock seller in Q3 2022 was Wellington Management Group, an estimated $820M sold.

Based on aggregated 13F filings for Q3 2022.