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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
CT
1151
Chicago Trust
Illinois
$810K -$6.43K -8 -0.8%
MC
1152
Middleton & Co
Massachusetts
$809K
AWM
1153
AE Wealth Management
Kansas
$808K -$4.23M -5,262 -84%
RCM
1154
Raleigh Capital Management
North Carolina
$808K +$37.8K +47 +5%
WA
1155
Wambolt & Associates
Colorado
$806K -$627K -781 -44%
CT
1156
Colonial Trust
South Carolina
$805K -$157K -195 -17%
MCM
1157
Mendel Capital Management
Arkansas
$798K -$39.4K -49 -5%
RMDI
1158
R.M. Davis Inc
Maine
$798K +$6.43K +8 +0.8%
STCOSD
1159
Sageworth Trust Company of South Dakota
South Dakota
$794K +$41.8K +52 +6%
MW
1160
Marcum Wealth
Ohio
$793K -$83.6K -104 -10%
RGI
1161
River Global Investors
United Kingdom
$793K -$8.84K -11 -1%
WDC
1162
Woodward Diversified Capital
California
$790K +$63.5K +79 +9%
M
1163
MOTCO
Texas
$790K
LAS
1164
LWM Advisory Services
Florida
$789K -$12.9K -16 -2%
I
1165
InceptionR
California
$788K +$759K +945 New
LGA
1166
Lebenthal Global Advisors
New York
$787K +$32.1K +40 +4%
GM
1167
GeoWealth Management
Illinois
$786K +$190K +236 +33%
MCC
1168
Malaga Cove Capital
California
$785K
BIG
1169
Brooklyn Investment Group
New York
$784K +$82.8K +103 +12%
MC
1170
Matisse Capital
Oregon
$781K
Lazard Asset Management
1171
Lazard Asset Management
New York
$781K +$65.1K +81 +9%
WJWM
1172
Williams Jones Wealth Management
New York
$780K -$95.6K -119 -11%
PB
1173
Pinnacle Bancorp
Nebraska
$779K
DWA
1174
Douglass Winthrop Advisors
New York
$779K +$11.2K +14 +2%
HWA
1175
Heritage Wealth Advisors
Virginia
$775K -$9.64K -12 -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.