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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
FDS
1551
Freedom Day Solutions
Texas
$240K +$21.1K +30 +9%
AWM
1552
Angeles Wealth Management
California
$240K -$35.9K -51 -12%
NC
1553
NinePointTwo Capital
California
$240K +$253K +359 New
ST
1554
Sageworth Trust
Pennsylvania
$240K -$1.41K -2 -0.6%
OWA
1555
Opal Wealth Advisors
New York
$240K +$18.3K +26 +8%
FB
1556
First Bancorp
Maine
$239K -$14.1K -20 -5%
LAM
1557
L2 Asset Management
Massachusetts
$238K +$10.6K +15 +4%
FSC
1558
Full Sail Capital
Oklahoma
$238K +$251K +356 New
SWMP
1559
Signature Wealth Management Partners
New Jersey
$237K +$249K +354 New
KFP
1560
Keystone Financial Planning
Ohio
$237K
HP
1561
Hyperion Partners
Pennsylvania
$236K
SGA
1562
Seaport Global Advisors
Massachusetts
$236K
WKSWA
1563
White Knight Strategic Wealth Advisors
New Jersey
$236K
HAIM
1564
Hunter Associates Investment Management
Pennsylvania
$235K
MAM
1565
Magellan Asset Management
Australia
$235K +$7.75K +11 +3%
WCM
1566
Wedge Capital Management
North Carolina
$234K +$247K +350 New
WC
1567
Weil Company
California
$234K +$704 +1 +0.3%
KAM
1568
Karani Asset Management
New York
$234K -$77.5K -110 -24%
MG
1569
Meritage Group
California
$232K +$244K +347 New
TSWM
1570
Triangle Securities Wealth Management
North Carolina
$230K
GFG
1571
Greystone Financial Group
Michigan
$230K +$242K +344 New
CI
1572
CX Institutional
Indiana
$228K -$30.3K -43 -11%
LPAM
1573
Lodestar Private Asset Management
California
$228K +$4.93K +7 +2%
FDDB
1574
Fidelity D&D Bancorp
Pennsylvania
$228K +$192K +273 New
HPIA
1575
Hamilton Point Investment Advisors
North Carolina
$228K +$21.1K +30 +10%

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.