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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
GCMG
1626
Gyroscope Capital Management Group
Florida
$201K +$211K +300 New
FP
1627
Financial Perspectives
Minnesota
$200K
SSG
1628
Summit Securities Group
New York
$198K -$267K -379 -56%
HCP
1629
Hexagon Capital Partners
Arkansas
$197K -$11.3K -16 -5%
ZB
1630
Zions Bancorporation
Utah
$188K -$892K -1,266 -82%
CPR
1631
CSU Producer Resources
Ohio
$184K
RFA
1632
Register Financial Advisors
Georgia
$184K +$18.3K +26 +10%
NFSG
1633
Newbridge Financial Services Group
Florida
$183K +$704 +1 +0.4%
CIA
1634
Cape Investment Advisory
Georgia
$179K +$188K +267 New
AJ
1635
Ashburton (Jersey)
Jersey
$177K -$1.08M -1,527 -85%
ST
1636
Smithfield Trust
Pennsylvania
$175K
AP
1637
Arlington Partners
Alabama
$174K +$91.6K +130 +100%
AIM
1638
Arcadia Investment Management
Michigan
$167K -$6.34K -9 -3%
TLA
1639
Tanglewood Legacy Advisors
Texas
$167K
SFFS
1640
Stonehage Fleming Financial Services
Jersey
$167K +$176K +250 New
GWSG
1641
GPS Wealth Strategies Group
Colorado
$166K +$175K +248 New
FFC
1642
First Financial Corp
Indiana
$164K
TCWA
1643
Ten Capital Wealth Advisors
Washington
$161K +$159K +226 +1,507%
EWM
1644
Endurance Wealth Management
Rhode Island
$159K
EW
1645
Evoke Wealth
California
$158K -$3.95M -5,606 -6%
GPI
1646
General Partner Inc
Pennsylvania
$158K +$43K +61 +35%
MTIC
1647
Missouri Trust & Investment Company
Missouri
$154K +$4.23K +6 +3%
AAG
1648
Armstrong Advisory Group
Massachusetts
$152K -$10.6K -15 -6%
ACA
1649
Atlas Capital Advisors
Wyoming
$148K
MME
1650
Meag Munich Ergo
Germany
$145K -$33.1K -47 -18%

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.