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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
SWA
1651
Sutton Wealth Advisors
Florida
$144K -$193K -274 -56%
BCA
1652
Bray Capital Advisors
Florida
$141K
BCM
1653
Blume Capital Management
California
$141K -$14.1K -20 -9%
DMBA
1654
Deseret Mutual Benefit Administrators
Utah
$139K
FPFS
1655
First Personal Financial Services
North Carolina
$138K -$6.34K -9 -4%
FCA
1656
FinTrust Capital Advisors
South Carolina
$134K
MCA
1657
Maryland Capital Advisors
Maryland
$134K
SC
1658
Solstein Capital
California
$130K
LS
1659
Livforsakringsbolaget Skandia
Sweden
$130K
AAP
1660
Arax Advisory Partners
Colorado
$129K +$15.5K +22 +13%
MAWCM
1661
Mine & Arao Wealth Creation & Management
California
$128K
RFA
1662
Resurgent Financial Advisors
Georgia
$128K -$258K -366 -66%
MCM
1663
MV Capital Management
Maryland
$124K +$6.34K +9 +5%
JSAM
1664
J. Safra Asset Management
New York
$120K
TWA
1665
TCI Wealth Advisors
Arizona
$118K +$2.11K +3 +2%
ONST
1666
Old North State Trust
North Carolina
$114K +$1.41K +2 +1%
MWC
1667
MBM Wealth Consultants
Missouri
$112K
Group One Trading
1668
Group One Trading
Illinois
$108K -$5.62M -7,982 -98%
PGAM
1669
Princeton Global Asset Management
New Jersey
$107K
EBA
1670
Eagle Bay Advisors
New York
$104K -$7.04K -10 -6%
HDIM
1671
Hanson & Doremus Investment Management
Vermont
$99K
IUHSA
1672
Itau Unibanco Holding S.A.
Brazil
$98.4K +$104K +147 New
BA
1673
Bellwether Advisors
Nebraska
$97.2K -$704 -1 -0.7%
PPWM
1674
PFG Private Wealth Management
Florida
$97K -$704 -1 -0.7%
BWM
1675
Baystate Wealth Management
Massachusetts
$94.8K -$120K -171 -55%

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.