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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
AC
1201
ASB Consultores
Florida
$734K +$708K +881 New
CAC
1202
Core Alternative Capital
Georgia
$734K -$81.9K -102 -10%
PCS
1203
Personal CFO Solutions
New Jersey
$732K +$13.7K +17 +2%
GWANC
1204
Guardian Wealth Advisors (North Carolina)
North Carolina
$724K +$11.2K +14 +2%
IAIM
1205
International Assets Investment Management
Florida
$722K +$66.7K +83 +10%
GC
1206
Grimes & Company
Massachusetts
$721K +$1.61K +2 +0.2%
PPWM
1207
Paragon Private Wealth Management
Kentucky
$721K +$72.3K +90 +12%
AFG
1208
ABLE Financial Group
Arizona
$721K -$13.7K -17 -2%
AAM
1209
Aureus Asset Management
Massachusetts
$718K +$21.7K +27 +3%
HPM
1210
Hoxton Planning & Management
West Virginia
$716K +$15.3K +19 +2%
FIA
1211
Foundations Investment Advisors
Arizona
$711K -$68.3K -85 -9%
TPW
1212
Transatlantique Private Wealth
New York
$709K +$7.23K +9 +1%
SS
1213
Sunbelt Securities
Texas
$708K +$141K +175 +26%
CL
1214
Choreo LLC
Illinois
$705K -$803 -1 -0.1%
CA
1215
Crumly & Associates
Illinois
$704K -$2.41K -3 -0.4%
AWE
1216
Avidian Wealth Enterprises
Texas
$702K +$39.4K +49 +6%
JWBC
1217
J.W. Burns & Co
New York
$700K -$16.1K -20 -2%
CQS
1218
Credential Qtrade Securities
$699K +$6.43K +8 +1%
RGC
1219
Roberts, Glore & Co
Illinois
$694K -$1.61K -2 -0.2%
FBFS
1220
First Business Financial Services
Wisconsin
$692K
FDCP
1221
Foster Dykema Cabot & Partners
Massachusetts
$692K +$150K +187 +29%
NFA
1222
Northern Financial Advisors
Michigan
$690K -$4.82K -6 -0.7%
WWM
1223
Waterway Wealth Management
Texas
$689K +$127K +158 +24%
FWP
1224
FAS Wealth Partners
Kansas
$689K +$4.02K +5 +0.6%
RWM
1225
Rockline Wealth Management
New York
$686K

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.