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Blackrock

1,800 hedge funds and large institutions have $75.9B invested in Blackrock in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 714 increasing their positions, 742 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

0.59% more ownership

Funds ownership: 78.07%78.66% (+0.59%)

4% less repeat investments, than reductions

Existing positions increased: 714 | Existing positions reduced: 742

3% less funds holding

Funds holding: 1,8531,800 (-53)

6% less capital invested

Capital invested by funds: $80.7B → $75.9B (-$4.81B)

10% less call options, than puts

Call options by funds: $747M | Put options by funds: $830M

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

Holders
1,800
Holders Change
-53
Holders Change %
-2.86%
% of All Funds
28.56%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.44%
New
93
Increased
714
Reduced
742
Closed
119
Calls
$747M
Puts
$830M
Net Calls
-$83.4M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1751
Castleview Partners
Texas
$10.3K
TAM
1752
Tucker Asset Management
Colorado
$10.3K
BHWM
1753
Beaird Harris Wealth Management
Texas
$10.3K +$11.2K +16 New
CAM
1754
Costello Asset Management
Pennsylvania
$9.7K
TFM
1755
TFC Financial Management
Massachusetts
$9.07K +$6.99K +10 +250%
CA
1756
Centerpoint Advisors
Massachusetts
$9K
NMG
1757
New Millennium Group
Utah
$8.82K
CCM
1758
Chilton Capital Management
Texas
$7.76K -$34.9K -50 -81%
CSWM
1759
Cassady Schiller Wealth Management
Ohio
$7.76K
SAG
1760
Spotlight Asset Group
Illinois
$7.76K
SC
1761
Stephens Consulting
Michigan
$7.76K
MFT
1762
Moisand Fitzgerald Tamayo
Florida
$7.76K +$4.89K +7 +140%
LFASL
1763
Lugano Financial Advisors SA (LFA)
Switzerland
$7.76K +$8.38K +12 New
SIC
1764
SJS Investment Consulting
Ohio
$7.11K
HGERS
1765
Householder Group Estate & Retirement Specialist
Arizona
$7.11K +$7.68K +11 New
MFA
1766
McClarren Financial Advisors
Pennsylvania
$7K
GWMI
1767
Guardian Wealth Management (Illinois)
Illinois
$6.95K
AP
1768
Atwood & Palmer
Missouri
$6.46K
CCA
1769
Column Capital Advisors
Indiana
$6.46K
T
1770
TOBAM
France
$6K +$6.29K +9 New
CIR
1771
Clear Investment Research
Georgia
$5.86K
GTAM
1772
Global Trust Asset Management
Florida
$5.82K
GAG
1773
Goodman Advisory Group
Massachusetts
$5.17K
JGIA
1774
Jackson Grant Investment Advisers
Connecticut
$5.17K
TCM
1775
Tradewinds Capital Management
Washington
$5.17K

BLK Hedge Fund Activity: Q3 2023 in Review

1,800 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2023, worth a combined $75.9B — down 6% from $80.7B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of BLK and 93 opened new positions — a net loss of 26 holders — while 742 trimmed existing stakes and 714 added.

The largest buyer was Fidelity Investments, adding an estimated $265M. The largest seller was State Street, cutting an estimated $296M.

  • 1,800 institutional investors held Blackrock (BLK) as of Q3 2023, down from 1,853 in Q2 2023.
  • Funds reported $75.9B of Blackrock stock for Q3 2023, down 6% quarter-over-quarter.
  • 93 funds opened new Blackrock positions in Q3 2023 and 119 closed out, a net change of -26 holders.
  • The largest Blackrock buyer in Q3 2023 was Fidelity Investments, an estimated $265M added.
  • The largest Blackrock seller in Q3 2023 was State Street, an estimated $296M sold.

Based on aggregated 13F filings for Q3 2023.