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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
AT
1776
Avalon Trust
New Mexico
$64.9K
VAMG
1777
Voisard Asset Management Group
Michigan
$64.5K +$55.1K +79 New
MWM
1778
Mascoma Wealth Management
New Hampshire
$62.5K
WIM
1779
Westside Investment Management
California
$62.5K
CPG
1780
Cornerstone Planning Group
New Jersey
$62.1K -$698 -1 -1%
CFS
1781
CGC Financial Services
Oregon
$60.9K
DWMG
1782
DB Wealth Management Group
California
$60.9K
HWA
1783
HHM Wealth Advisors
Tennessee
$60.9K +$31.4K +45 +150%
AP
1784
Arlington Partners
Alabama
$60.9K +$52.4K +75 New
KFS
1785
Kelly Financial Services
Massachusetts
$60.5K +$14.7K +21 +39%
EWP
1786
Elevation Wealth Partners
California
$60.1K +$48.9K +70 +304%
CCA
1787
Criterion Capital Advisors
Tennessee
$60.1K +$51.7K +74 New
AFS
1788
Annapolis Financial Services
Maryland
$59.3K
TFGT
1789
TS Financial Group (TSFG)
Illinois
$58K -$4.19K -6 -8%
GA
1790
GoalVest Advisory
New York
$57.6K
PGAM
1791
Princeton Global Asset Management
New Jersey
$56.8K -$55.8K -80 -53%
FCT
1792
First Community Trust
Iowa
$56.8K
RIM
1793
Rockbridge Investment Management
New York
$55.2K +$47.5K +68 New
NC
1794
NewSquare Capital
Pennsylvania
$55.2K -$64.9K -93 -58%
AJ
1795
Ashburton (Jersey)
Jersey
$55K
BCMLT
1796
Beacon Capital Management LLC (Tennessee)
Tennessee
$55K -$34.9K -50 -37%
CWM
1797
Cranbrook Wealth Management
Michigan
$52.8K
YDMI
1798
Y.D. More Investments
Israel
$52.5K -$14K -20 -24%
WAG
1799
Wiser Advisor Group
Arizona
$51.8K +$44.7K +64 New
QL
1800
Quarry LP
New York
$50.3K +$43.3K +62 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.