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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
BRIA
1526
Balanced Rock Investment Advisors
Massachusetts
$311K +$267K +383 New
EM
1527
Excalibur Management
Massachusetts
$310K
AFT
1528
Alpha Family Trust
California
$308K
ICP
1529
Interchange Capital Partners
Pennsylvania
$308K -$23.7K -34 -8%
APW
1530
Acima Private Wealth
Virginia
$308K
DOA
1531
D'Orazio & Associates
Virginia
$307K -$2.09K -3 -0.8%
MC
1532
Marest Capital
California
$307K +$263K +377 New
TNA
1533
True North Advisors
Texas
$307K +$29.3K +42 +13%
AG
1534
Ascent Group
Virginia
$305K -$9.07K -13 -3%
AF
1535
Advisornet Financial
Minnesota
$305K +$4.19K +6 +2%
SCP
1536
Sivia Capital Partners
California
$304K +$262K +375 New
APW
1537
Austin Private Wealth
Texas
$304K -$7.68K -11 -3%
IP
1538
Ignite Planners
California
$304K -$54.4K -78 -17%
RSWA
1539
Robinson Smith Wealth Advisors
Maine
$303K +$261K +374 New
BAAM
1540
Baker Avenue Asset Management
California
$303K +$16.1K +23 +7%
IFWM
1541
Institute for Wealth Management
Colorado
$301K
LCGC
1542
Legacy Capital Group California
California
$300K +$2.09K +3 +0.8%
OL
1543
OneFund LLC
Florida
$300K +$258K +369 New
KFP
1544
Keystone Financial Planning
Ohio
$300K
PWM
1545
Palumbo Wealth Management
New York
$298K -$8.38K -12 -3%
ALAM
1546
Asahi Life Asset Management
Japan
$296K +$255K +365 New
RDWM
1547
Red Door Wealth Management
Tennessee
$295K -$5.58K -8 -2%
CIA
1548
Compass Ion Advisors
Pennsylvania
$294K -$7.68K -11 -3%
TC
1549
Trust Company
Kansas
$294K -$16.1K -23 -6%
PG
1550
Patten Group
Tennessee
$293K -$24.4K -35 -9%

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.