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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
CIA
1901
Capital Impact Advisors
Massachusetts
-$190K -268 Closed
M
1902
Mirova
France
-$174K -245 Closed
HNWAG
1903
High Net Worth Advisory Group
Florida
-$143K -201 Closed
ACM
1904
AUA Capital Management
Pennsylvania
-$108K -153 Closed
SC
1905
Seldon Capital
California
-$93.5K -132 Closed
FA
1906
Fiduciary Alliance
South Carolina
-$83.6K -118 Closed
MS
1907
Madden Securities
Texas
-$70.9K -100 Closed
NL
1908
NVWM LLC
Pennsylvania
-$56.7K -80 Closed
GIA
1909
Goodwin Investment Advisory
Georgia
-$45.4K -64 Closed
OWA
1910
One Wealth Advisors
California
-$40.9K -58 Closed
WOSD
1911
WFA of San Diego
California
-$34K -48 Closed
NSB
1912
Norway Savings Bank
Maine
-$33.3K -47 Closed
FCG
1913
Financial Connections Group
California
-$23K -33 Closed
MWM
1914
MinichMacGregor Wealth Management
New York
-$22K -31 Closed
BHWM
1915
Beaird Harris Wealth Management
Texas
-$18.4K -26 Closed
MPCL
1916
My Personal CFO LLC
Washington
-$18.4K -26 Closed
OA
1917
Operose Advisors
Wisconsin
-$17K -24 Closed
FPB
1918
First PREMIER Bank
South Dakota
-$14K -20 Closed
CSPAM
1919
Cary Street Partners Asset Management
Virginia
-$13.5K -19 Closed
SC
1920
Sierra Capital
Florida
-$10K -14 Closed
TCM
1921
Tradewinds Capital Management
Washington
-$9.92K -14 Closed
MUMSS
1922
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$7K -10 Closed
VCM
1923
Vigilant Capital Management
Maine
-$6K -8 Closed
CAS
1924
Coppell Advisory Solutions
Texas
-$4.96K -7 Closed
CASC
1925
Coppell Advisory Solutions Corp
Texas
-$4.96K -7 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.