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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
BHWM
1876
Beaird Harris Wealth Management
Texas
$13K
ODG
1877
O'Dell Group
Ohio
$12.2K +$10.5K +15 New
CAM
1878
Costello Asset Management
Pennsylvania
$12.2K
FGAM
1879
Financial Gravity Asset Management
Texas
$11.8K
MSG
1880
Main Street Group
Virginia
$11.7K +$9.77K +14 New
TFM
1881
TFC Financial Management
Massachusetts
$11.4K
DPW
1882
DiNuzzo Private Wealth
Pennsylvania
$11.4K +$9.77K +14 New
T
1883
Tidemark
California
$11.4K +$9.77K +14 New
NMG
1884
New Millennium Group
Utah
$11.1K
MFA
1885
McClarren Financial Advisors
Pennsylvania
$10K +$698 +1 +9%
CSWM
1886
Cassady Schiller Wealth Management
Ohio
$9.74K
SC
1887
Stephens Consulting
Michigan
$9.74K
FWM
1888
FSA Wealth Management
Massachusetts
$9K +$7.68K +11 New
GWMI
1889
Guardian Wealth Management (Illinois)
Illinois
$8.78K
DF
1890
Dunhill Financial
United Kingdom
$8.52K +$6.98K +10 New
AP
1891
Atwood & Palmer
Missouri
$8.12K
LTI
1892
Laffer Tengler Investments
Tennessee
$8.12K +$4.89K +7 +233%
SAG
1893
Spotlight Asset Group
Illinois
$7.76K
SIC
1894
SJS Investment Consulting
Ohio
$7.31K -$1.4K -2 -18%
GTAM
1895
Global Trust Asset Management
Florida
$7.31K
FRA
1896
Frank Rimerman Advisors
California
$7.31K +$6.28K +9 New
CIR
1897
Clear Investment Research
Georgia
$6.56K -$698 -1 -11%
GAG
1898
Goodman Advisory Group
Massachusetts
$6.49K
JGIA
1899
Jackson Grant Investment Advisers
Connecticut
$6.49K
OAJ
1900
Ogorek Anthony Joseph
New York
$6K -$658K -942 -99%

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.