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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
MAM
1526
Meeder Asset Management
Ohio
$250K -$7.04K -10 -3%
OCM
1527
One Capital Management
California
$250K +$263K +374 New
PWM
1528
Palumbo Wealth Management
New York
$250K -$704 -1 -0.3%
JWA
1529
JFS Wealth Advisors
Pennsylvania
$250K -$1.41K -2 -0.5%
FPWM
1530
FSB Premier Wealth Management
Iowa
$249K +$263K +373 New
NL
1531
NWAM LLC
Washington
$249K +$49.3K +70 +23%
GSEP
1532
Golden State Equity Partners
California
$249K +$262K +372 New
LGG
1533
Luts & Greenleigh Group
Maryland
$249K +$1.41K +2 +0.5%
EBT
1534
Enterprise Bank & Trust
Massachusetts
$249K +$262K +372 New
MFG
1535
Menard Financial Group
Texas
$248K +$5.63K +8 +2%
IP
1536
Investment Partners
Ohio
$247K -$60.6K -86 -19%
BCM
1537
Birch Capital Management
Texas
$247K -$6.34K -9 -2%
FANJ
1538
Financial Architects (New Jersey)
New Jersey
$247K -$96.5K -137 -27%
PG
1539
Patten Group
Tennessee
$246K
AWAP
1540
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$245K -$4.23K -6 -2%
PCA
1541
Pallas Capital Advisors
Massachusetts
$244K -$151K -215 -37%
LB
1542
Leo Brokerage
Texas
$243K +$256K +364 New
IFWM
1543
Institute for Wealth Management
Colorado
$243K
TCM
1544
Tufton Capital Management
Maryland
$242K +$17.6K +25 +7%
LCGC
1545
Legacy Capital Group California
California
$242K +$255K +362 New
CFS
1546
CRA Financial Services
New Jersey
$242K -$28.2K -40 -10%
AFP
1547
Ausdal Financial Partners
Iowa
$241K -$23.9K -34 -9%
HHGA
1548
Halbert Hargrove Global Advisors
California
$241K -$704 -1 -0.3%
NCM
1549
Novare Capital Management
North Carolina
$241K -$35.9K -51 -12%
PCP
1550
Proficio Capital Partners
Massachusetts
$241K -$25.4K -36 -9%

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.