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Blackrock

1,854 hedge funds and large institutions have $80.7B invested in Blackrock in 2023 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 683 increasing their positions, 782 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 100

1% more funds holding

Funds holding: 1,8331,854 (+21)

3% more capital invested

Capital invested by funds: $78.3B → $80.7B (+$2.38B)

5% less call options, than puts

Call options by funds: $677M | Put options by funds: $711M

13% less repeat investments, than reductions

Existing positions increased: 683 | Existing positions reduced: 782

29.27% less ownership

Funds ownership: 107.34%78.07% (-29%)

35% less funds holding in top 10

Funds holding in top 10: 3724 (-13)

Holders
1,854
Holders Change
+21
Holders Change %
+1.15%
% of All Funds
29.11%
Holding in Top 10
24
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-35.14%
% of All Funds
0.38%
New
138
Increased
683
Reduced
782
Closed
100
Calls
$677M
Puts
$711M
Net Calls
-$34.4M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
1751
Simplex Trading
Illinois
$34K
WOSD
1752
WFA of San Diego
California
$33.2K +$32.1K +48 New
TSWM
1753
Tyler-Stone Wealth Management
Ohio
$33K +$32.1K +48 New
SIC
1754
Salem Investment Counselors
North Carolina
$32.5K -$30.8K -46 -49%
HFS
1755
HBC Financial Services
Washington
$32K
WAS
1756
Winch Advisory Services
Wisconsin
$31K
GFPC
1757
Global Financial Private Client
Florida
$30.5K -$4.69K -7 -14%
GI
1758
Gradient Investments
Minnesota
$29K -$20.8K -31 -42%
CWM
1759
Cedar Wealth Management
California
$29K
AIC
1760
Archer Investment Corporation
Indiana
$29K +$28.1K +42 New
PP
1761
PFS Partners
New Jersey
$28.3K
AA
1762
AlphaMark Advisors
Kentucky
$28K
WTG
1763
West Tower Group
Virginia
$27K +$26.1K +39 New
TIM
1764
Tortoise Investment Management
New York
$26.3K -$18.8K -28 -42%
OPTFSNA
1765
Old Point Trust & Financial Services N A
Virginia
$26.3K +$25.5K +38 New
LJHT
1766
Laurie J. Hall Trustee
$26K
WPWM
1767
Western Pacific Wealth Management
Illinois
$25.6K
IPW
1768
Impact Partnership Wealth
Georgia
$24.9K +$24.1K +36 New
RBC
1769
Roble Belko & Company
Pennsylvania
$24K
CYG
1770
Clean Yield Group
Vermont
$23.5K
ODG
1771
O'Dell Group
Ohio
$22.8K +$22.1K +33 New
CFFP
1772
Center for Financial Planning
Michigan
$22.1K +$4.69K +7 +28%
KI
1773
Kapitalo Investimentos
Brazil
$22.1K +$21.4K +32 New
FFL
1774
Financial Freedom LLC
Ohio
$21.5K
IGWM
1775
ICA Group Wealth Management
Colorado
$21.1K

BLK Hedge Fund Activity: Q2 2023 in Review

1,854 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q2 2023, worth a combined $80.7B — up 3% from $78.3B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new BLK positions and 100 closed out — a net gain of 38 holders — while 683 added to existing stakes and 782 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $171M. The largest seller was OFI Invest Asset Management, cutting an estimated $29.5B.

  • 1,854 institutional investors held Blackrock (BLK) as of Q2 2023, up from 1,833 in Q1 2023.
  • Funds reported $80.7B of Blackrock stock for Q2 2023, up 3% quarter-over-quarter.
  • 138 funds opened new Blackrock positions in Q2 2023 and 100 closed out, a net change of +38 holders.
  • The largest Blackrock buyer in Q2 2023 was Capital Research Global Investors, an estimated $171M added.
  • The largest Blackrock seller in Q2 2023 was OFI Invest Asset Management, an estimated $29.5B sold.

Based on aggregated 13F filings for Q2 2023.