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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
A
1701
AJOVista
Massachusetts
$202K +$174K +249 New
HBT
1702
Heartland Bank & Trust
Illinois
$202K +$174K +249 New
LWM
1703
Lodestone Wealth Management
Washington
$202K +$174K +249 New
SFG
1704
Sunburst Financial Group
Alabama
$202K +$174K +249 New
BC
1705
Burney Company
Virginia
$201K +$173K +248 New
HNWAG
1706
High Net Worth Advisory Group
Florida
$201K +$172K +247 New
AGWCA
1707
Annis Gardner Whiting Capital Advisors
Florida
$201K +$53.1K +76 +44%
BCM
1708
Brooktree Capital Management
Michigan
$201K +$172K +247 New
FFC
1709
First Financial Corp
Indiana
$199K -$52.4K -75 -23%
CSC
1710
Caldwell Sutter Capital
California
$195K +$1.4K +2 +0.8%
RFG
1711
REAP Financial Group
Texas
$194K +$167K +239 New
CFO
1712
CVA Family Office
Colorado
$193K +$166K +238 New
GPI
1713
General Partner Inc
Pennsylvania
$192K
ZB
1714
Zions Bancorporation
Utah
$192K +$5.58K +8 +4%
SAI
1715
Systematic Alpha Investments
New Jersey
$187K
LA
1716
LM Advisors
California
$185K +$158K +227 New
T
1717
TOBAM
France
$182K +$150K +215 +2,389%
ACA
1718
Atlas Capital Advisors
Wyoming
$179K
BCA
1719
Bray Capital Advisors
Florida
$171K
BCM
1720
Blume Capital Management
California
$170K
CWC
1721
Carolinas Wealth Consulting
North Carolina
$163K +$27.9K +40 +25%
MCA
1722
Maryland Capital Advisors
Maryland
$162K
SC
1723
Solstein Capital
California
$158K
DI
1724
DAGCO Inc
Ohio
$152K +$131K +187 New
DWS
1725
Dynamic Wealth Strategies
California
$152K +$131K +187 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.