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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
FCFC
1176
First Commonwealth Financial Corp
Pennsylvania
$775K -$24.1K -30 -3%
MIM
1177
Morningstar Investment Management
Illinois
$774K
BPWM
1178
Badgley Phelps Wealth Managers
Washington
$773K +$7.23K +9 +1%
SCM
1179
Shelton Capital Management
Colorado
$773K
PHIC
1180
Pine Haven Investment Counsel
Massachusetts
$767K +$4.02K +5 +0.5%
CM
1181
Columbus Macro
Pennsylvania
$766K -$26.5K -33 -3%
WA1
1182
Wimmer Associates 1
California
$766K -$12.1K -15 -2%
CP
1183
Canopy Partners
Ohio
$766K -$7.23K -9 -1%
LWAM
1184
Legacy Wealth Asset Management
Minnesota
$760K +$2.41K +3 +0.3%
CCG
1185
Catalina Capital Group
California
$759K +$321K +399 +78%
CW
1186
CreativeOne Wealth
Kansas
$759K +$731K +910 New
IB
1187
Intrust Bank
Kansas
$759K +$19.3K +24 +3%
CFGS
1188
Concourse Financial Group Securities
Alabama
$757K +$26.5K +33 +4%
JWCA
1189
J.W. Cole Advisors
Florida
$756K -$2.41K -3 -0.3%
BW
1190
Bison Wealth
Georgia
$756K -$3.21K -4 -0.4%
AWM
1191
Accurate Wealth Management
Florida
$755K +$11.2K +14 +1%
NEI
1192
Northwest & Ethical Investments
Ontario, Canada
$754K +$726K +904 New
BONST
1193
Bank of Nova Scotia Trust
Ontario, Canada
$753K -$20.1K -25 -3%
PR
1194
Payden & Rygel
California
$750K
PRIG
1195
Payden & Rygel Investment Group
California
$750K +$723K +900 New
CGL
1196
Clarius Group LLC
Washington
$749K -$91.6K -114 -11%
TBA
1197
Tower Bridge Advisors
Pennsylvania
$739K -$28.1K -35 -4%
BSW
1198
Buckingham Strategic Wealth
Missouri
$738K +$4.02K +5 +0.6%
ZF
1199
Zhang Financial
Michigan
$736K +$137K +171 +24%
PP
1200
Patron Partners
Texas
$736K -$48.2K -60 -6%

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.