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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
DMKJ
1776
David M. Knott Jr
$21K
CB
1777
Centennial Bank
Arkansas
$20.7K
AWM
1778
AllSquare Wealth Management
New York
$20.2K
BC
1779
Belmont Capital
California
$19.6K +$18.8K +28 New
KC
1780
Knuff & Co
California
$18.7K
SWM
1781
Sugarloaf Wealth Management
Georgia
$18.5K +$670 +1 +4%
NSG
1782
Nalls Sherbakoff Group
Tennessee
$18.4K
AW
1783
Avion Wealth
Texas
$18K +$4.02K +6 +29%
WFA
1784
West Financial Advisors
Iowa
$18K +$17.4K +26 New
EWP
1785
Elevation Wealth Partners
California
$15.9K
BBPWM
1786
Blue Bell Private Wealth Management
Pennsylvania
$15.9K
MRCM
1787
M&R Capital Management
New Jersey
$15.6K +$670 +1 +5%
SFG
1788
Steward Financial Group
Texas
$15K -$2.68K -4 -15%
HB
1789
Horizon Bancorp
Indiana
$15K +$14.1K +21 New
LFA
1790
Legend Financial Advisors
Pennsylvania
$14.5K
RWML
1791
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$14.5K
HFM
1792
Harvest Fund Management
China
$14K -$6.7K -10 -33%
CSB
1793
City State Bank
Iowa
$14K +$2.68K +4 +25%
BG
1794
Bollard Group
Massachusetts
$14K +$13.4K +20 New
GFL
1795
Granite FO LLC
New Hampshire
$13.8K
CMA
1796
Cedar Mountain Advisors
Oregon
$13.1K -$1.34K -2 -10%
SIS
1797
Sound Income Strategies
Florida
$13.1K -$670 -1 -5%
FCMT
1798
Founders Capital Management (Texas)
Texas
$13.1K
KFP
1799
KB Financial Partners
New Jersey
$13K
TAM
1800
Tucker Asset Management
Colorado
$11.1K -$2.01K -3 -16%

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.