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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
NCG
1851
Newport Capital Group
New Jersey
-$529K -746 Closed
IA
1852
Insight Advisors
Pennsylvania
-$511K -719 Closed
OCG
1853
Opus Capital Group
Ohio
-$501K -707 Closed
KF
1854
Krilogy Financial
Missouri
-$496K -700 Closed
PAM
1855
Premier Asset Management
Illinois
-$488K -688 Closed
B
1856
Barings
North Carolina
-$438K -618 Closed
BCAM
1857
Boston Common Asset Management
Massachusetts
-$382K -539 Closed
RWA
1858
Redmont Wealth Advisors
Illinois
-$377K -532 Closed
CCA
1859
Childress Capital Advisors
Texas
-$360K -508 Closed
JC
1860
Jacobs & Co
California
-$328K -463 Closed
VCM
1861
Vivaldi Capital Management
Illinois
-$346K -459 Closed
XT
1862
XTX Topco
Cayman Islands
-$290K -409 Closed
CBB
1863
Citizens Business Bank
California
-$285K -402 Closed
LCM
1864
LVM Capital Management
Michigan
-$276K -389 Closed
I
1865
IMPACTfolio
Colorado
-$271K -383 Closed
HAS
1866
HBW Advisory Services
California
-$269K -380 Closed
HR
1867
Howe & Rusling
New York
-$262K -370 Closed
SAM
1868
Secure Asset Management
Michigan
-$257K -363 Closed
CAG
1869
Crestwood Advisors Group
Massachusetts
-$253K -357 Closed
KFC
1870
Klingenstein Fields & Co
New York
-$245K -346 Closed
RIG
1871
Renaissance Investment Group
Massachusetts
-$241K -340 Closed
BW
1872
Bison Wealth
Georgia
-$245K -327 Closed
CSWG
1873
Cardinal Strategic Wealth Guidance
Kentucky
-$227K -321 Closed
NW
1874
Naviter Wealth
Arkansas
-$241K -321 Closed
NF
1875
Nikulski Financial
Iowa
-$226K -319 Closed

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.