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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
FPWM
1476
FSB Premier Wealth Management
Iowa
$348K +$9.77K +14 +3%
SL
1477
Summitry LLC
California
$347K -$55.1K -79 -16%
BFO
1478
Biltmore Family Office
North Carolina
$345K
CPC
1479
Congress Park Capital
New York
$345K -$17.5K -25 -6%
ACM
1480
Alethea Capital Management
Washington
$345K
RP
1481
Riverwater Partners
Wisconsin
$345K +$2.79K +4 +1%
NERM
1482
New England Research & Management
Illinois
$345K +$297K +425 New
WA
1483
Wealth Alliance
New York
$345K -$2.79K -4 -0.9%
RFG
1484
RFP Financial Group
Georgia
$344K
LWCFA
1485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$343K
LA
1486
LVW Advisors
New York
$342K -$60.7K -87 -17%
MNBTD
1487
Moody National Bank Trust Division
Texas
$342K -$931K -1,333 -76%
WKWM
1488
Walter & Keenan Wealth Management
Indiana
$342K +$14K +20 +5%
MAM
1489
Meeder Asset Management
Ohio
$342K +$71.2K +102 +32%
OCM
1490
Objective Capital Management
Ohio
$342K -$4.19K -6 -1%
SOS
1491
Silver Oak Securities
Tennessee
$341K +$151K +216 +106%
AF
1492
Apexium Financial
Texas
$339K +$292K +418 New
AC
1493
Avestar Capital
New York
$339K -$28.6K -41 -9%
PA
1494
Procyon Advisors
Connecticut
$338K -$378K -541 -57%
SWMP
1495
Signature Wealth Management Partners
New Jersey
$337K
CFS
1496
CRA Financial Services
New Jersey
$336K +$20.2K +29 +8%
CI
1497
CX Institutional
Indiana
$335K -$23.7K -34 -8%
XF
1498
XML Financial
Maryland
$333K +$38.4K +55 +15%
MRWM
1499
ML&R Wealth Management
Texas
$332K
TIA
1500
Tiemann Investment Advisors
California
$331K +$6.98K +10 +3%

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.