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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
FOA
1601
Five Oceans Advisors
California
$215K
BCM
1602
Brainard Capital Management
Texas
$215K +$2.11K +3 +0.9%
PCM
1603
Prelude Capital Management
New York
$214K +$225K +320 New
MFG
1604
Magnus Financial Group
New York
$213K +$225K +319 New
XF
1605
XML Financial
Maryland
$213K +$704 +1 +0.3%
APG
1606
Abacus Planning Group
South Carolina
$212K
FHB
1607
First Hawaiian Bank
Hawaii
$211K -$6.34K -9 -3%
POIA
1608
Pin Oak Investment Advisors
Texas
$211K -$14.1K -20 -6%
CIA
1609
Compass Ion Advisors
Pennsylvania
$211K +$1.41K +2 +0.6%
EWM
1610
Elite Wealth Management
Washington
$210K +$704 +1 +0.3%
W
1611
Wealthquest
Ohio
$209K
RBCM
1612
Raub Brock Capital Management
California
$208K
FCIM
1613
Fairview Capital Investment Management
California
$208K +$219K +311 New
SIC
1614
Sterling Investment Counsel
New York
$207K +$218K +310 New
AC
1615
Avestar Capital
New York
$207K -$45.1K -64 -17%
PA
1616
Perennial Advisors
New York
$207K +$218K +309 New
ANBT
1617
American National Bank & Trust
Texas
$206K +$93K +132 +75%
SWP
1618
Strategic Wealth Partners
Ohio
$205K +$2.11K +3 +1%
CWC
1619
Carolinas Wealth Consulting
North Carolina
$204K +$46.5K +66 +28%
CAWM
1620
Capital Advisors Wealth Management
Washington
$204K -$13.4K -19 -6%
CWM
1621
Centric Wealth Management
Illinois
$201K
HPWA
1622
Hall Private Wealth Advisors
North Carolina
$201K -$247K -351 -54%
FSA
1623
Fort Sheridan Advisors
Illinois
$201K
SPIO
1624
Seven Post Investment Office
California
$201K
TAM
1625
Taurus Asset Management
New York
$201K

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.