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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
RP
1476
Riverwater Partners
Wisconsin
$292K -$704 -1 -0.2%
OCM
1477
Objective Capital Management
Ohio
$291K -$5.63K -8 -2%
AIP
1478
Almanack Investment Partners
Pennsylvania
$291K
IP
1479
Ignite Planners
California
$290K +$45.8K +65 +17%
3IP
1480
3Chopt Investment Partners
Virginia
$289K +$21.8K +31 +8%
BFO
1481
Biltmore Family Office
North Carolina
$287K +$2.11K +3 +0.7%
EGM
1482
Engineers Gate Manager
New York
$287K +$302K +429 New
SC
1483
SouthState Corp
Florida
$284K -$150K -213 -33%
ACM
1484
Alethea Capital Management
Washington
$284K
DLA
1485
Douglas Lane & Associates
New York
$284K +$16.2K +23 +6%
MA
1486
MCF Advisors
Kentucky
$284K -$4.23K -6 -1%
DOA
1487
D'Orazio & Associates
Virginia
$283K -$66.9K -95 -18%
AAMC
1488
Asset Allocation & Management Company
Illinois
$280K -$299K -425 -50%
BFM
1489
Boothbay Fund Management
New York
$278K +$293K +416 New
BCFD
1490
Boit C.F. David
$278K
VWA
1491
V Wealth Advisors
Kansas
$278K -$149K -211 -34%
VWA
1492
Visionary Wealth Advisors
Illinois
$277K -$1.41K -2 -0.5%
SBIA
1493
Sheaff Brock Investment Advisors
Indiana
$274K
MRWM
1494
ML&R Wealth Management
Texas
$273K +$287K +408 New
HCC
1495
Hirtle Callaghan & Co
Pennsylvania
$272K -$3.81M -5,413 -93%
CA
1496
Cambridge Advisors
Nebraska
$272K -$7.04K -10 -2%
MCM
1497
Mengis Capital Management
Oregon
$271K
EIP
1498
Ellis Investment Partners
Pennsylvania
$270K +$2.11K +3 +0.7%
MW
1499
MBL Wealth
North Carolina
$268K +$24.7K +35 +10%
WKWM
1500
Walter & Keenan Wealth Management
Indiana
$268K -$104K -148 -27%

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.