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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
EWM
351
Edge Wealth Management
New York
$12.8M +$8.03K +10 +0.1%
CIA
352
Covington Investment Advisors
Pennsylvania
$12.7M +$516K +642 +4%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$12.6M +$3.53M +4,392 +41%
KAS
354
Kestra Advisory Services
Texas
$12.5M +$386K +480 +3%
FFP
355
FourThought Financial Partners
Florida
$12.5M +$116K +144 +1%
LIA
356
LS Investment Advisors
Michigan
$12.4M -$747K -930 -6%
SMFG
357
Sumitomo Mitsui Financial Group
Japan
$12.3M -$19.3K -24 -0.2%
MJRIC
358
Mogy Joel R Investment Counsel
California
$12.3M +$205K +255 +2%
BCI
359
Brinker Capital Investments
Pennsylvania
$12.1M -$450K -560 -4%
OPS
360
Orion Portfolio Solutions
Nebraska
$12.1M -$450K -560 -4%
Voloridge Investment Management
361
Voloridge Investment Management
Florida
$12M +$11.6M +14,449 New
ERIM
362
Eagle Ridge Investment Management
Connecticut
$12M -$64.3K -80 -0.6%
OAM
363
Oppenheimer Asset Management
New York
$12M -$2.27M -2,824 -16%
AMBIA
364
Allen Mooney & Barnes Investment Advisors
Georgia
$12M +$28.1K +35 +0.2%
CAM
365
Cresset Asset Management
Illinois
$12M +$1.56M +1,944 +16%
LW
366
Linscomb Wealth
Texas
$12M +$50.6K +63 +0.4%
SG
367
Sienna Gestion
France
$12M +$11.5M +14,354 New
RMC
368
Resources Management Corp
Connecticut
$12M -$736K -916 -6%
BCM
369
BTC Capital Management
Iowa
$11.9M +$11.5M +14,317 New
FVWA
370
Foster Victor Wealth Advisors
South Carolina
$11.8M +$455K +566 +4%
KBC Group
371
KBC Group
Belgium
$11.6M -$36.1M -44,974 -76%
AAM
372
Advisors Asset Management
Colorado
$11.5M -$1.97M -2,451 -15%
CP
373
Cumberland Partners
Ontario, Canada
$11.5M +$806K +1,003 +8%
AI
374
Atria Investments
North Carolina
$11.5M -$780K -971 -7%
ECM
375
Exchange Capital Management
Michigan
$11.4M -$144K -179 -1%

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.