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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
AIM
1676
Alhambra Investment Management
Florida
$214K +$184K +263 New
CG
1677
Clifford Group
Massachusetts
$213K +$183K +262 New
VAM
1678
Verity Asset Management
North Carolina
$212K +$182K +261 New
SBIA
1679
Sheaff Brock Investment Advisors
Indiana
$211K -$202K -290 -53%
CC
1680
Chicago Capital
Illinois
$211K +$181K +260 New
TAM
1681
Tocqueville Asset Management
New York
$211K +$181K +260 New
MTIC
1682
Missouri Trust & Investment Company
Missouri
$210K +$24.4K +35 +16%
CSWG
1683
Cardinal Strategic Wealth Guidance
Kentucky
$210K +$181K +259 New
NCFG
1684
New Century Financial Group
New Jersey
$210K +$181K +259 New
LPAM
1685
Lodestar Private Asset Management
California
$209K +$180K +258 New
WP
1686
Westmount Partners
California
$209K +$180K +258 New
SAM
1687
Secure Asset Management
Michigan
$208K -$63.5K -91 -26%
PWW
1688
Pettyjohn Wood & White
Virginia
$208K +$179K +256 New
MHC
1689
Meyer Handelman Company
New York
$207K +$178K +255 New
PAA
1690
Peregrine Asset Advisers
Oregon
$206K +$177K +254 New
PP
1691
Patten & Patten
Tennessee
$205K +$176K +252 New
OCM
1692
One Capital Management
California
$205K +$176K +252 New
BIA
1693
BHK Investment Advisors
Alabama
$204K +$175K +251 New
NWM
1694
Northcape Wealth Management
New York
$204K +$175K +251 New
SAA
1695
Southeast Asset Advisors
Georgia
$204K +$175K +251 New
SWP
1696
Strategic Wealth Partners
Ohio
$204K +$175K +251 New
MA
1697
MONECO Advisors
Connecticut
$203K +$175K +250 New
LCM
1698
LVM Capital Management
Michigan
$203K +$175K +250 New
AIM
1699
Arcadia Investment Management
Michigan
$203K
HCP
1700
Hexagon Capital Partners
Arkansas
$202K -$36.3K -52 -17%

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.