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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
HFS
1826
HBC Financial Services
Washington
$35K +$698 +1 +2%
FG
1827
Fairman Group
Pennsylvania
$34.9K +$30K +43 New
OA
1828
Operose Advisors
Wisconsin
$34.1K -$47.5K -68 -62%
ETC
1829
Exchange Traded Concepts
Oklahoma
$34.1K -$8.38K -12 -22%
AIC
1830
Archer Investment Corporation
Indiana
$34.1K
CWM
1831
Cedar Wealth Management
California
$34.1K
TIM
1832
Tortoise Investment Management
New York
$34.1K +$1.4K +2 +5%
PP
1833
PFS Partners
New Jersey
$33.3K
KC
1834
Knuff & Co
California
$32.5K +$9.07K +13 +48%
AA
1835
AlphaMark Advisors
Kentucky
$32K
WIA
1836
Wetzel Investment Advisors
Indiana
$32K +$27.9K +40 New
NFA
1837
Northwest Financial Advisors
Virginia
$31.6K +$27.2K +39 New
LJHT
1838
Laurie J. Hall Trustee
$31K
LFASL
1839
Lugano Financial Advisors SA (LFA)
Switzerland
$30K +$17.5K +25 +208%
CAM
1840
Chesapeake Asset Management
New York
$30K -$51K -73 -66%
MRCM
1841
M&R Capital Management
New Jersey
$29.1K +$3.49K +5 +16%
PA
1842
Pineridge Advisors
Missouri
$28.4K +$24.4K +35 New
RBC
1843
Roble Belko & Company
Pennsylvania
$28K
PWMG
1844
Private Wealth Management Group
New Jersey
$27.6K +$23.7K +34 New
CYG
1845
Clean Yield Group
Vermont
$27.6K
PO
1846
Private Ocean
California
$27.6K
TVAMP
1847
Tennessee Valley Asset Management Partners
Tennessee
$27.3K +$23.7K +34 New
FSWA
1848
Financial Synergies Wealth Advisors
Texas
$26.2K -$39.8K -57 -61%
FFL
1849
Financial Freedom LLC
Ohio
$25.6K +$698 +1 +3%
DMKJ
1850
David M. Knott Jr
$25K

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.