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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
AWA
1226
Aaron Wealth Advisors
Illinois
$685K -$163K -203 -20%
FAM
1227
Formidable Asset Management
Ohio
$685K +$8.03K +10 +1%
DA
1228
Doliver Advisors
Texas
$684K -$223K -277 -25%
SFG
1229
SevenBridge Financial Group
Pennsylvania
$684K +$395K +492 +122%
IW
1230
Imprint Wealth
South Carolina
$683K +$664K +826 New
CG
1231
Cynosure Group
Utah
$681K +$381K +474 +138%
PFG
1232
PAX Financial Group
Texas
$676K -$46.6K -58 -7%
SAM
1233
Sompo Asset Management
Japan
$675K -$137K -170 -17%
FFO
1234
Fortitude Family Office
Arizona
$674K
SIM
1235
Sentry Investment Management
Wisconsin
$673K
BCM
1236
Boltwood Capital Management
California
$672K -$7.23K -9 -1%
BB
1237
Burford Brothers
Texas
$667K +$11.2K +14 +2%
D.E. Shaw & Co
1238
D.E. Shaw & Co
New York
$667K -$729K -907 -53%
CA
1239
Cullinan Associates
Kentucky
$667K
CCM
1240
CAAS Capital Management
New York
$667K +$643K +800 New
MIM
1241
MTM Investment Management
South Carolina
$666K
WPW
1242
Waldron Private Wealth
Pennsylvania
$666K -$95.6K -119 -13%
MM
1243
MQS Management
New York
$665K +$641K +798 New
PCG
1244
Prosperity Consulting Group
Maryland
$664K +$129K +161 +25%
CFP
1245
Catalyst Financial Partners
Massachusetts
$664K -$46.6K -58 -6%
MSWM
1246
McGlone Suttner Wealth Management
Wisconsin
$663K +$24.9K +31 +4%
LA
1247
LM Advisors
California
$661K +$454K +565 +249%
GCM
1248
Graham Capital Management
Connecticut
$660K +$636K +792 New
SWM
1249
SeaCrest Wealth Management
New York
$651K -$4.02K -5 -0.6%
FDP
1250
Financiere des Professionnels
Quebec, Canada
$650K -$80.3K -100 -11%

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.