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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
BLC
1576
Brown, Lisle/Cummings
Rhode Island
$227K +$17.6K +25 +8%
EW
1577
Element Wealth
Mississippi
$226K +$12K +17 +5%
GD
1578
Grandfield & Dodd
New York
$226K
BIP
1579
Blueprint Investment Partners
North Carolina
$225K -$746K -1,059 -76%
MHR
1580
Matthew Hamilton Rosenberg
$225K
KWM
1581
Keebeck Wealth Management
Illinois
$224K
TAIM
1582
TD Ameritrade Investment Management
Nebraska
$224K -$74K -105 -24%
CWP
1583
CFM Wealth Partners
Texas
$223K -$90.9K -129 -28%
BCM
1584
Brooktree Capital Management
Michigan
$223K -$243K -345 -51%
PCH
1585
PGIM Custom Harvest
New Jersey
$223K -$54.2K -77 -19%
CWM
1586
Cornerstone Wealth Management
Missouri
$223K +$235K +333 New
NC
1587
NBW Capital
Massachusetts
$222K +$234K +332 New
NWM
1588
Northcape Wealth Management
New York
$222K +$234K +332 New
WP
1589
WMS Partners
Maryland
$222K
EP
1590
Eudaimonia Partners
Tennessee
$221K -$7.75K -11 -3%
CCM
1591
Cohen Capital Management
California
$221K
BBA
1592
Braun-Bostich & Associates
Pennsylvania
$221K +$232K +330 New
WPA
1593
Winning Points Advisors
Florida
$219K
KCM
1594
Kathmere Capital Management
Pennsylvania
$219K -$142K -202 -38%
CWM
1595
CarsonAllaria Wealth Management
Illinois
$219K +$704 +1 +0.3%
CFG
1596
Cooper Financial Group
California
$218K +$230K +326 New
III
1597
Independent Investors Inc
New York
$217K -$28.2K -40 -11%
CCM
1598
Crew Capital Management
Ohio
$217K
FPCP
1599
Fort Point Capital Partners
California
$217K +$12.7K +18 +6%
ICP
1600
Interchange Capital Partners
Pennsylvania
$216K +$223K +317 New

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.