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Blackrock

1,800 hedge funds and large institutions have $75.9B invested in Blackrock in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 714 increasing their positions, 742 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

0.59% more ownership

Funds ownership: 78.07%78.66% (+0.59%)

4% less repeat investments, than reductions

Existing positions increased: 714 | Existing positions reduced: 742

3% less funds holding

Funds holding: 1,8531,800 (-53)

6% less capital invested

Capital invested by funds: $80.7B → $75.9B (-$4.81B)

10% less call options, than puts

Call options by funds: $747M | Put options by funds: $830M

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

Holders
1,800
Holders Change
-53
Holders Change %
-2.86%
% of All Funds
28.56%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.44%
New
93
Increased
714
Reduced
742
Closed
119
Calls
$747M
Puts
$830M
Net Calls
-$83.4M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1876
Ausdal Financial Partners
Iowa
-$220K -318 Closed
TAIM
1877
TD Ameritrade Investment Management
Nebraska
-$217K -314 Closed
WKSWA
1878
White Knight Strategic Wealth Advisors
New Jersey
-$216K -313 Closed
ETIA
1879
Epic Trust Investment Advisors
Washington
-$214K -309 Closed
VAF
1880
Values Added Financial
District of Columbia
-$212K -307 Closed
TAM
1881
Tocqueville Asset Management
New York
-$210K -304 Closed
AGC
1882
Aspen Grove Capital
Colorado
-$208K -301 Closed
WCM
1883
Wedge Capital Management
North Carolina
-$208K -301 Closed
EWM
1884
Elite Wealth Management
Washington
-$207K -300 Closed
FSA
1885
Fort Sheridan Advisors
Illinois
-$207K -300 Closed
HPWA
1886
Hall Private Wealth Advisors
North Carolina
-$207K -300 Closed
TAM
1887
Taurus Asset Management
New York
-$207K -300 Closed
OBWG
1888
Onyx Bridge Wealth Group
New York
-$207K -299 Closed
CAM
1889
Carret Asset Management
New York
-$205K -297 Closed
FM
1890
Foster & Motley
Ohio
-$205K -297 Closed
RZH
1891
Relyea Zuckerberg Hanson
Connecticut
-$205K -297 Closed
DCM
1892
Deuterium Capital Management
Florida
-$205K -296 Closed
CWM
1893
Centric Wealth Management
Illinois
-$205K -294 Closed
ACM
1894
Allred Capital Management
Texas
-$202K -292 Closed
FDS
1895
Freedom Day Solutions
Texas
-$200K -290 Closed
NFSG
1896
Newbridge Financial Services Group
Florida
-$174K -252 Closed
SSG
1897
Summit Securities Group
New York
-$135K -195 Closed
CFO
1898
CVA Family Office
Colorado
-$126K -182 Closed
HT
1899
Headlands Technologies
Illinois
-$98.1K -142 Closed
PIAS
1900
PCA Investment Advisory Services
Ohio
-$95K -137 Closed

BLK Hedge Fund Activity: Q3 2023 in Review

1,800 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2023, worth a combined $75.9B — down 6% from $80.7B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of BLK and 93 opened new positions — a net loss of 26 holders — while 742 trimmed existing stakes and 714 added.

The largest buyer was Fidelity Investments, adding an estimated $265M. The largest seller was State Street, cutting an estimated $296M.

  • 1,800 institutional investors held Blackrock (BLK) as of Q3 2023, down from 1,853 in Q2 2023.
  • Funds reported $75.9B of Blackrock stock for Q3 2023, down 6% quarter-over-quarter.
  • 93 funds opened new Blackrock positions in Q3 2023 and 119 closed out, a net change of -26 holders.
  • The largest Blackrock buyer in Q3 2023 was Fidelity Investments, an estimated $265M added.
  • The largest Blackrock seller in Q3 2023 was State Street, an estimated $296M sold.

Based on aggregated 13F filings for Q3 2023.