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Blackrock

1,952 hedge funds and large institutions have $99.8B invested in Blackrock in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 769 increasing their positions, 753 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 109

1% more funds holding

Funds holding: 1,9311,952 (+21)

2% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 753

1% less capital invested

Capital invested by funds: $101B → $99.8B (-$835M)

3% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.3B

2.63% less ownership

Funds ownership: 83.38%80.74% (-2.6%)

22% less funds holding in top 10

Funds holding in top 10: 4132 (-9)

Holders
1,952
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
28.11%
Holding in Top 10
32
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.95%
% of All Funds
0.46%
New
156
Increased
769
Reduced
753
Closed
109
Calls
$1.26B
Puts
$1.3B
Net Calls
-$36.3M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
MAI Capital Management
Ohio
$17.7M +$1.77M +2,201 +12%
AIMC
302
Alley Investment Management Company
Illinois
$17.7M -$1.61K -2 -0%
X
303
Xponance
Pennsylvania
$17.7M +$1.23M +1,537 +8%
Parallax Volatility Advisers
304
Parallax Volatility Advisers
California
$17.7M +$9.9M +12,323 +139%
TTWM
305
TCV Trust & Wealth Management
Virginia
$17.6M -$503K -626 -3%
Bank of Nova Scotia
306
Bank of Nova Scotia
Ontario, Canada
$17.5M -$11M -13,638 -39%
FMI
307
Factory Mutual Insurance
Massachusetts
$17.3M -$321K -400 -2%
Marshall Wace
308
Marshall Wace
United Kingdom
$16.9M -$46M -57,240 -74%
NCM
309
Narwhal Capital Management
Georgia
$16.9M -$402K -500 -2%
CIC
310
Cutler Investment Counsel
Oregon
$16.8M +$75.5K +94 +0.5%
ILCM
311
Ivy Lane Capital Management
Florida
$16.6M
YCM
312
Yousif Capital Management
Michigan
$16.3M +$61.9K +77 +0.4%
FMLI
313
Fukoku Mutual Life Insurance
Japan
$16.2M -$321K -400 -2%
Pathstone Holdings
314
Pathstone Holdings
New Jersey
$16.2M +$844K +1,050 +6%
RT
315
Rockland Trust
Massachusetts
$16.1M -$540K -672 -3%
Kayne Anderson Rudnick Investment Management
316
Kayne Anderson Rudnick Investment Management
California
$16M -$517K -644 -3%
NYLIM
317
New York Life Investment Management
New York
$16M -$575K -716 -4%
SCA
318
Stillwater Capital Advisors
Pennsylvania
$16M -$16.9K -21 -0.1%
SEIA
319
Signature Estate & Investment Advisors
California
$16M +$356K +443 +2%
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$16M -$874K -1,088 -5%
AssetMark Inc
321
AssetMark Inc
California
$15.9M +$635K +791 +4%
NPPM
322
North Point Portfolio Managers
Ohio
$15.9M -$147K -183 -1%
FNBOO
323
First National Bank of Omaha
Nebraska
$15.9M -$3.02M -3,765 -18%
FFIC
324
First Fiduciary Investment Counsel
Ohio
$15.8M -$110K -137 -0.7%
EIA
325
Edgemoor Investment Advisors
Maryland
$15.6M -$59.5K -74 -0.4%

BLK Hedge Fund Activity: Q1 2024 in Review

1,952 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2024, worth a combined $99.8B — down 0.83% from $101B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new BLK positions and 109 closed out — a net gain of 47 holders — while 769 added to existing stakes and 753 trimmed.

The largest buyer was Charles Schwab, adding an estimated $365M. The largest seller was Morgan Stanley, cutting an estimated $2.84B.

  • 1,952 institutional investors held Blackrock (BLK) as of Q1 2024, up from 1,931 in Q4 2023.
  • Funds reported $99.8B of Blackrock stock for Q1 2024, down 0.83% quarter-over-quarter.
  • 156 funds opened new Blackrock positions in Q1 2024 and 109 closed out, a net change of +47 holders.
  • The largest Blackrock buyer in Q1 2024 was Charles Schwab, an estimated $365M added.
  • The largest Blackrock seller in Q1 2024 was Morgan Stanley, an estimated $2.84B sold.

Based on aggregated 13F filings for Q1 2024.