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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
MWM
501
Mission Wealth Management
California
$6.53M +$4.99M +6,210 +384%
APSI
502
Asset Planning Services Inc
Louisiana
$6.53M -$44.2K -55 -0.7%
NGA
503
Naples Global Advisors
Florida
$6.51M -$3.21K -4 -0.1%
MWM
504
Marietta Wealth Management
Georgia
$6.5M -$109K -136 -2%
1832 Asset Management
505
1832 Asset Management
Ontario, Canada
$6.44M -$8.84K -11 -0.1%
IAN
506
Integrated Advisors Network
Texas
$6.4M -$121K -151 -2%
WB
507
WesBanco Bank
West Virginia
$6.4M +$5.7M +7,090 +1,214%
MYLI
508
Meiji Yasuda Life Insurance
Japan
$6.38M +$312K +388 +5%
ECM
509
Evergreen Capital Management
Washington
$6.38M -$1.7M -2,114 -22%
HB
510
HTLF Bank
Colorado
$6.34M -$115K -143 -2%
AAIM
511
Asset Advisors Investment Management
Georgia
$6.3M -$8.48M -10,557 -58%
PPW
512
Parcion Private Wealth
Washington
$6.3M -$133K -166 -2%
HIA
513
Harbor Investment Advisory
Maryland
$6.28M -$33.7K -42 -0.6%
FNB
514
Farmers National Bank
Kentucky
$6.26M -$116K -144 -2%
SNB
515
Security National Bank
Nebraska
$6.25M +$111K +138 +2%
SI
516
Stephens Inc
Arkansas
$6.2M +$135K +168 +2%
AMM
517
American Money Management
California
$6.19M +$50.6K +63 +0.9%
Twin Tree Management
518
Twin Tree Management
Texas
$6.19M -$30.2M -37,649 -84%
ATPW
519
Ashton Thomas Private Wealth
Arizona
$6.18M -$925K -1,151 -13%
PAM
520
Pegasus Asset Management
New York
$6.13M +$39.4K +49 +0.7%
GAM
521
Gotham Asset Management
New York
$6.12M +$90.8K +113 +2%
JC
522
JB Capital
Connecticut
$6.07M +$92.4K +115 +2%
CCG
523
Cypress Capital Group
Florida
$6.07M +$169K +210 +3%
BFG
524
Beacon Financial Group
Texas
$6.02M -$281K -350 -5%
CCM
525
Campbell Capital Management
Florida
$5.97M +$2.54M +3,156 +79%

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.