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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
DWM
1051
Dakota Wealth Management
Florida
$1.04M -$294K -366 -23%
AIA
1052
Affinity Investment Advisors
California
$1.04M +$1M +1,250 New
CWM
1053
Chesapeake Wealth Management
Virginia
$1.04M +$15.3K +19 +2%
PWP
1054
Precedent Wealth Partners
Texas
$1.04M +$90K +112 +10%
SMC
1055
Smith, Moore & Co
Missouri
$1.03M +$293K +365 +42%
NCM
1056
Noesis Capital Mangement
Florida
$1.03M -$161K -200 -14%
CJFS
1057
Coulter & Justus Financial Services
Tennessee
$1.03M +$992K +1,235 New
Connor, Clark & Lunn Investment Management (CC&L)
1058
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.02M +$602K +749 +156%
SRC
1059
Sage Rhino Capital
California
$1.02M +$16.9K +21 +2%
BTW
1060
Boston Trust Walden
Massachusetts
$1.02M
GCAC
1061
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.02M -$992K -1,235 -48%
SP
1062
Stablepoint Partners
Massachusetts
$1.01M +$288K +358 +42%
CH
1063
Canton Hathaway
Rhode Island
$1.01M
IBOK
1064
Independence Bank of Kentucky
Kentucky
$1.01M +$56.2K +70 +6%
QCG
1065
Quadrant Capital Group
Ohio
$1.01M -$45.8K -57 -5%
MFG
1066
MidWestOne Financial Group
Iowa
$1M +$12.1K +15 +1%
FHA
1067
Flagship Harbor Advisors
Massachusetts
$1M +$112K +140 +13%
CP
1068
Castleview Partners
Texas
$1M +$721K +898 +295%
AOI
1069
Auto-Owners Insurance
Michigan
$1M
First Manhattan
1070
First Manhattan
New York
$999K +$50.6K +63 +6%
QWP
1071
Quotient Wealth Partners
Texas
$995K -$219K -273 -19%
CBT
1072
Central Bank & Trust
Kentucky
$994K -$199K -248 -17%
HH
1073
Hilltop Holdings
Texas
$992K +$956K +1,190 New
DA
1074
Dover Advisors
Virginia
$985K +$403K +502 +74%
KCM
1075
Kornitzer Capital Management
Kansas
$980K +$8.03K +10 +0.9%

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.