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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
BST
1876
Bath Savings Trust
Maine
-$223K -315 Closed
TAM
1877
Trillium Asset Management
Massachusetts
-$223K -314 Closed
CWM
1878
Concentric Wealth Management
California
-$216K -305 Closed
TWP
1879
Tempus Wealth Planning
California
-$216K -305 Closed
WP
1880
WealthSource Partners
California
-$214K -303 Closed
AA
1881
AJ Advisors
Tennessee
-$214K -302 Closed
AGA
1882
Arkos Global Advisors
Texas
-$213K -300 Closed
WPP
1883
Whalerock Point Partners
Rhode Island
-$211K -298 Closed
CAM
1884
Carret Asset Management
New York
-$210K -297 Closed
RZH
1885
Relyea Zuckerberg Hanson
Connecticut
-$210K -297 Closed
AA
1886
Aire Advisors
California
-$207K -294 Closed
FCA
1887
FLC Capital Advisors
California
-$208K -294 Closed
D
1888
Diversified
Delaware
-$207K -293 Closed
LWM
1889
Lodestone Wealth Management
Washington
-$208K -293 Closed
SIA
1890
Soltis Investment Advisors
Utah
-$207K -293 Closed
TWM
1891
TMD Wealth Management
Arizona
-$207K -292 Closed
EFM
1892
E Fund Management
China
-$206K -290 Closed
GM
1893
GeoWealth Management
Illinois
-$201K -284 Closed
IAS
1894
Insigneo Advisory Services
Florida
-$201K -284 Closed
OPA
1895
Old Port Advisors
Maine
-$201K -284 Closed
WI
1896
WrapManager Inc
California
-$201K -284 Closed
CCFM
1897
Clear Creek Financial Management
Washington
-$201K -283 Closed
DS
1898
DRW Securities
Illinois
-$201K -283 Closed
PCM
1899
Poehling Capital Management
Wisconsin
-$200K -282 Closed
WWM
1900
Windsor Wealth Management
Indiana
-$208K -282 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.