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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
DFA
1851
DHJJ Financial Advisors
Illinois
$24.4K
WPWM
1852
Western Pacific Wealth Management
Illinois
$24.4K -$4.89K -7 -19%
AWM
1853
AllSquare Wealth Management
New York
$24.4K
OPTFSNA
1854
Old Point Trust & Financial Services N A
Virginia
$24.4K +$20.9K +30 New
VL
1855
Vima LLC
Michigan
$24.4K +$20.9K +30 New
BC
1856
Belmont Capital
California
$23.4K
AW
1857
Avion Wealth
Texas
$23K -$1.4K -2 -7%
IGWM
1858
ICA Group Wealth Management
Colorado
$23K +$19.5K +28 New
SWM
1859
Sugarloaf Wealth Management
Georgia
$21.9K
WFA
1860
West Financial Advisors
Iowa
$21.1K -$6.98K -10 -28%
CFFP
1861
Center for Financial Planning
Michigan
$20.3K
AP
1862
Aspect Partners
Virginia
$17.9K +$15.4K +22 New
LFA
1863
Legend Financial Advisors
Pennsylvania
$17K
RWML
1864
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$17K
CMA
1865
Cedar Mountain Advisors
Oregon
$17K +$1.4K +2 +11%
GFL
1866
Granite FO LLC
New Hampshire
$16.2K
NSG
1867
Nalls Sherbakoff Group
Tennessee
$16.2K
TCG
1868
Transcendent Capital Group
Oklahoma
$16.2K +$14K +20 New
CSB
1869
City State Bank
Iowa
$16K
HFM
1870
Harvest Fund Management
China
$16K
SIS
1871
Sound Income Strategies
Florida
$15.4K -$10.5K -15 -44%
PS
1872
Planned Solutions
California
$15.4K +$13.3K +19 New
PP
1873
Pacifica Partners
Canada
$15.1K +$14K +20 New
DCP
1874
Distillate Capital Partners
Illinois
$14.6K
VWA
1875
Valued Wealth Advisors
Utah
$13.1K +$14K +20 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.