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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
CP
1801
Castleview Partners
Texas
$11.1K
CAM
1802
Costello Asset Management
Pennsylvania
$10.4K
CA
1803
Centerpoint Advisors
Massachusetts
$10K -$24.8K -37 -73%
NMG
1804
New Millennium Group
Utah
$9.4K -$16.7K -25 -64%
SC
1805
Stephens Consulting
Michigan
$8.29K -$4.02K -6 -33%
CSWM
1806
Cassady Schiller Wealth Management
Ohio
$8.29K
SAG
1807
Spotlight Asset Group
Illinois
$8.29K +$8.04K +12 New
MFA
1808
McClarren Financial Advisors
Pennsylvania
$8K
SIC
1809
SJS Investment Consulting
Ohio
$7.6K +$670 +1 +10%
GWMI
1810
Guardian Wealth Management (Illinois)
Illinois
$7.37K
AP
1811
Atwood & Palmer
Missouri
$6.91K
CCA
1812
Column Capital Advisors
Indiana
$6.91K
CAS
1813
Coppell Advisory Solutions
Texas
$6.88K +$6.7K +10 New
CIR
1814
Clear Investment Research
Georgia
$6.24K +$6.03K +9 New
GTAM
1815
Global Trust Asset Management
Florida
$6.22K +$670 +1 +13%
SF
1816
Safeguard Financial
Wisconsin
$6K +$6.03K +9 New
FGAM
1817
Financial Gravity Asset Management
Texas
$5.91K +$21.4K +32 +5%
TCM
1818
Tradewinds Capital Management
Washington
$5.53K +$5.36K +8 New
GAG
1819
Goodman Advisory Group
Massachusetts
$5.53K -$66.3K -99 -93%
JGIA
1820
Jackson Grant Investment Advisers
Connecticut
$5.53K
ETC
1821
Exchange Traded Concepts
Oklahoma
$4.84K -$2.67M -3,981 -100%
OLVIG
1822
Oliver Lagore Vanvalin Investment Group
Michigan
$4.84K -$4.69K -7 -50%
DI
1823
Disciplined Investments
Oklahoma
$4.84K -$670 -1 -13%
CPA
1824
Cowen Prime Advisors
New York
$4.84K
RG
1825
Retirement Group
California
$4.84K

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.