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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
JWM
1751
Janiczek Wealth Management
Colorado
$104K -$4.89K -7 -5%
GI
1752
Gradient Investments
Minnesota
$99K -$8.38K -12 -9%
DAM
1753
Delta Asset Management
Tennessee
$99K
AWM
1754
Atticus Wealth Management
Florida
$98.2K
SIC
1755
Salem Investment Counselors
North Carolina
$98.2K +$30.7K +44 +57%
SCM
1756
Silvant Capital Management
Georgia
$96.6K
MME
1757
Meag Munich Ergo
Germany
$95.8K -$66.3K -95 -45%
DCM
1758
Disciplina Capital Management
Tennessee
$94.7K +$698 +1 +0.9%
PCA
1759
Providence Capital Advisors
North Carolina
$93.4K +$12.6K +18 +19%
DWA
1760
Dougherty Wealth Advisers
Minnesota
$92.5K
TFIPS
1761
Towarzystwo Funduszy Inwestycyjnych PZU SA
$91.7K +$78.9K +113 New
PMFA
1762
Plante Moran Financial Advisors
Michigan
$90.9K -$6.28K -9 -7%
FFA
1763
Frazier Financial Advisors
Ohio
$90.9K +$78.2K +112 New
BWM
1764
Baystate Wealth Management
Massachusetts
$88.6K +$698 +1 +0.9%
TSW
1765
Thompson Siegel & Walmsley
Virginia
$88K -$6.98K -10 -8%
RA
1766
Rational Advisors
New York
$86.9K -$128K -184 -63%
BIA
1767
Bell Investment Advisors
California
$85.2K +$5.58K +8 +8%
VC
1768
Vestor Capital
Illinois
$84K -$10.5K -15 -13%
BL
1769
BFSG LLC
California
$78.7K +$67.7K +97 New
TC
1770
Truvestments Capital
Florida
$77.9K
CB
1771
CNB Bank
Pennsylvania
$75.5K
NF
1772
Norwood Financial
Pennsylvania
$75.5K -$17.5K -25 -21%
FUBT
1773
First United Bank & Trust
Maryland
$74.7K +$64.2K +92 New
FBC
1774
Fairfield, Bush & Co
Connecticut
$69.8K +$60K +86 New
VF
1775
VitalStone Financial
Texas
$65K

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.