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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
GD
1576
Grandfield & Dodd
New York
$275K
NF
1577
Nikulski Financial
Iowa
$274K +$16.1K +23 +7%
CAMG
1578
CWA Asset Management Group
Florida
$273K +$18.1K +26 +8%
OBWG
1579
Onyx Bridge Wealth Group
New York
$272K +$234K +335 New
PCMF
1580
Private Capital Management (Florida)
Florida
$272K
APG
1581
Abacus Planning Group
South Carolina
$271K +$9.07K +13 +4%
LS
1582
Livforsakringsbolaget Skandia
Sweden
$270K +$95.6K +137 +70%
TCMP
1583
Thrive Capital Management (Pennsylvania)
Pennsylvania
$270K +$232K +332 New
KCM
1584
Kathmere Capital Management
Pennsylvania
$268K -$13.3K -19 -5%
CCM
1585
Cohen Capital Management
California
$268K
WP
1586
WMS Partners
Maryland
$267K +$2.79K +4 +1%
FM
1587
Foster & Motley
Ohio
$267K +$230K +329 New
FDDB
1588
Fidelity D&D Bancorp
Pennsylvania
$266K -$15.4K -22 -6%
SJL
1589
Shayne & Jacobs LLC
Tennessee
$266K
WPA
1590
Winning Points Advisors
Florida
$266K
CIA
1591
Cape Investment Advisory
Georgia
$266K +$6.28K +9 +3%
VAG
1592
VisionPoint Advisory Group
Texas
$266K +$115K +165 +101%
NFC
1593
Northeast Financial Consultants
Connecticut
$265K -$58.6K -84 -20%
WCG
1594
Weaver Consulting Group
California
$264K +$1.4K +2 +0.6%
CWM
1595
Cahaba Wealth Management
Georgia
$263K -$14.7K -21 -6%
SPWM
1596
Spartan Planning & Wealth Management
North Carolina
$262K +$225K +323 New
MFG
1597
Magnus Financial Group
New York
$260K
AWAP
1598
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$260K -$21.6K -31 -9%
BGAI
1599
Bruce G. Allen Investments
Colorado
$260K +$223K +320 New
WIA
1600
World Investment Advisors
California
$259K -$41.2K -59 -16%

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.