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Blackrock

1,833 hedge funds and large institutions have $78.3B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 698 increasing their positions, 738 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 102

27.79% more ownership

Funds ownership: 79.54%107.34% (+28%)

0% more funds holding

Funds holding: 1,8251,833 (+8)

5% less repeat investments, than reductions

Existing positions increased: 698 | Existing positions reduced: 738

8% less capital invested

Capital invested by funds: $85.6B → $78.3B (-$7.22B)

10% less call options, than puts

Call options by funds: $899M | Put options by funds: $1B

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,833
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.21%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.59%
New
151
Increased
698
Reduced
738
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1801
McClarren Financial Advisors
Pennsylvania
$7K
SIC
1802
SJS Investment Consulting
Ohio
$6.69K -$2.11K -3 -23%
AP
1803
Atwood & Palmer
Missouri
$6.69K
CCA
1804
Column Capital Advisors
Indiana
$6.69K
CB
1805
CNB Bank
Pennsylvania
$6.69K +$3.52K +5 +100%
MFT
1806
Moisand Fitzgerald Tamayo
Florida
$6.02K +$2.82K +4 +80%
DI
1807
Disciplined Investments
Oklahoma
$5.35K
GTAM
1808
Global Trust Asset Management
Florida
$5.35K
JGIA
1809
Jackson Grant Investment Advisers
Connecticut
$5.35K +$5.63K +8 New
FGAM
1810
Financial Gravity Asset Management
Texas
$5.31K -$28.2K -40 -6%
CPA
1811
Cowen Prime Advisors
New York
$5K +$4.93K +7 New
RG
1812
Retirement Group
California
$5K +$4.93K +7 New
PA
1813
PSI Advisors
Florida
$4.38K
GWSA
1814
Global Wealth Strategies & Associates
Colorado
$4.01K
RI
1815
Ridgewood Investments
New Jersey
$4.01K +$4.23K +6 New
UFF
1816
USA Financial Formulas
Michigan
$4.01K +$4.23K +6 New
TFGT
1817
TS Financial Group (TSFG)
Illinois
$4K
MFG
1818
Mendota Financial Group
Wisconsin
$3.82K
TF
1819
TimeScale Financial
Massachusetts
$3.35K -$6.34K -9 -64%
RTL
1820
Red Tortoise LLC
Georgia
$3.35K
RWPA
1821
Richard W. Paul & Associates
Michigan
$3.35K
DF
1822
DecisionPoint Financial
Arizona
$3.35K +$704 +1 +25%
ECM
1823
Everence Capital Management
Indiana
$3.31K
MCM
1824
Magnolia Capital Management
New York
$3K
HGERS
1825
Householder Group Estate & Retirement Specialist
Arizona
$3K +$2.11K +3 +150%

BLK Hedge Fund Activity: Q1 2023 in Review

1,833 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2023, worth a combined $78.3B — down 8.4% from $85.6B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new BLK positions and 102 closed out — a net gain of 49 holders — while 698 added to existing stakes and 738 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $679M. The largest seller was Fidelity Investments, cutting an estimated $490M.

  • 1,833 institutional investors held Blackrock (BLK) as of Q1 2023, up from 1,825 in Q4 2022.
  • Funds reported $78.3B of Blackrock stock for Q1 2023, down 8.4% quarter-over-quarter.
  • 151 funds opened new Blackrock positions in Q1 2023 and 102 closed out, a net change of +49 holders.
  • The largest Blackrock buyer in Q1 2023 was Capital Research Global Investors, an estimated $679M added.
  • The largest Blackrock seller in Q1 2023 was Fidelity Investments, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2023.