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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
CWM
1601
Cornerstone Wealth Management
Missouri
$257K -$39.1K -56 -15%
POIA
1602
Pin Oak Investment Advisors
Texas
$256K
WPP
1603
Whalerock Point Partners
Rhode Island
$256K
TWM
1604
Thrive Wealth Management
Pennsylvania
$255K -$9.07K -13 -4%
WI
1605
WrapManager Inc
California
$254K -$5.58K -8 -2%
BBNB
1606
Baker Boyer National Bank
Washington
$254K
FOA
1607
Five Oceans Advisors
California
$253K -$6.28K -9 -3%
CWM
1608
CarsonAllaria Wealth Management
Illinois
$253K -$5.58K -8 -3%
FCIM
1609
Fairview Capital Investment Management
California
$252K
VIP
1610
Vista Investment Partners
Oklahoma
$252K +$217K +311 New
SC
1611
SouthState Corp
Florida
$252K -$8.38K -12 -4%
NFSG
1612
Newbridge Financial Services Group
Florida
$250K +$215K +308 New
CWP
1613
CFM Wealth Partners
Texas
$249K -$14K -20 -6%
VAF
1614
Values Added Financial
District of Columbia
$249K +$214K +307 New
MHR
1615
Matthew Hamilton Rosenberg
$248K +$4.89K +7 +2%
CP
1616
Castleview Partners
Texas
$247K +$201K +288 +1,800%
KFC
1617
Klingenstein Fields & Co
New York
$247K +$212K +304 New
AA
1618
AJ Advisors
Tennessee
$246K +$212K +304 New
RZH
1619
Relyea Zuckerberg Hanson
Connecticut
$246K +$212K +303 New
CCFM
1620
Clear Creek Financial Management
Washington
$244K +$209K +300 New
FSA
1621
Fort Sheridan Advisors
Illinois
$244K +$209K +300 New
TAM
1622
Taurus Asset Management
New York
$244K +$209K +300 New
FP
1623
Financial Perspectives
Minnesota
$243K
WTB
1624
Washington Trust Bank
Washington
$243K +$209K +299 New
SWP
1625
ShoreHaven Wealth Partners
New Jersey
$243K +$209K +299 New

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.