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Blackrock

1,825 hedge funds and large institutions have $85.6B invested in Blackrock in 2022 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 646 increasing their positions, 737 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 108

92% more funds holding in top 10

Funds holding in top 10: 2650 (+24)

32% more capital invested

Capital invested by funds: $65B → $85.6B (+$20.6B)

6% more funds holding

Funds holding: 1,7171,825 (+108)

1.21% more ownership

Funds ownership: 78.34%79.54% (+1.2%)

12% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 737

28% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.8B

Holders
1,825
Holders Change
+108
Holders Change %
+6.29%
% of All Funds
29.33%
Holding in Top 10
50
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+92.31%
% of All Funds
0.8%
New
242
Increased
646
Reduced
737
Closed
108
Calls
$1.29B
Puts
$1.8B
Net Calls
-$504M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1551
TrustCore Financial Services
Tennessee
$227K +$6.01K +9 +3%
BCM
1552
Brainard Capital Management
Texas
$226K +$213K +319 New
NF
1553
Nikulski Financial
Iowa
$226K +$213K +319 New
XF
1554
XML Financial
Maryland
$226K +$212K +318 New
APG
1555
Abacus Planning Group
South Carolina
$225K +$212K +317 New
TAM
1556
Trillium Asset Management
Massachusetts
$223K -$100K -150 -32%
BST
1557
Bath Savings Trust
Maine
$223K +$210K +315 New
BLC
1558
Brown, Lisle/Cummings
Rhode Island
$223K +$25.4K +38 +14%
BWM
1559
Baystate Wealth Management
Massachusetts
$222K +$668 +1 +0.3%
EWM
1560
Elite Wealth Management
Washington
$222K +$209K +313 New
CIA
1561
Compass Ion Advisors
Pennsylvania
$222K +$209K +313 New
W
1562
Wealthquest
Ohio
$221K +$208K +312 New
HCP
1563
Hexagon Capital Partners
Arkansas
$220K -$15.4K -23 -7%
RBCM
1564
Raub Brock Capital Management
California
$220K +$208K +311 New
HPIA
1565
Hamilton Point Investment Advisors
North Carolina
$220K +$207K +310 New
FPCP
1566
Fort Point Capital Partners
California
$218K +$205K +307 New
TWP
1567
Tempus Wealth Planning
California
$216K -$101K -151 -33%
CWM
1568
Concentric Wealth Management
California
$216K +$204K +305 New
SWP
1569
Strategic Wealth Partners
Ohio
$215K +$203K +304 New
1IA
1570
1834 Investment Advisors
Wisconsin
$215K +$203K +304 New
WP
1571
WealthSource Partners
California
$214K +$202K +303 New
NL
1572
NWAM LLC
Washington
$214K +$202K +302 New
AA
1573
AJ Advisors
Tennessee
$214K +$202K +302 New
CWM
1574
Centric Wealth Management
Illinois
$213K +$201K +301 New
AGA
1575
Arkos Global Advisors
Texas
$213K +$200K +300 New

BLK Hedge Fund Activity: Q4 2022 in Review

1,825 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2022, worth a combined $85.6B — up 32% from $65B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new BLK positions and 108 closed out — a net gain of 134 holders — while 646 added to existing stakes and 737 trimmed.

The largest buyer was Bank of America, adding an estimated $758M. The largest seller was Capital International Investors, cutting an estimated $597M.

  • 1,825 institutional investors held Blackrock (BLK) as of Q4 2022, up from 1,717 in Q3 2022.
  • Funds reported $85.6B of Blackrock stock for Q4 2022, up 32% quarter-over-quarter.
  • 242 funds opened new Blackrock positions in Q4 2022 and 108 closed out, a net change of +134 holders.
  • The largest Blackrock buyer in Q4 2022 was Bank of America, an estimated $758M added.
  • The largest Blackrock seller in Q4 2022 was Capital International Investors, an estimated $597M sold.

Based on aggregated 13F filings for Q4 2022.