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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
WHCI
1326
W.H. Cornerstone Investments
Massachusetts
$538K +$1.61K +2 +0.3%
SAM
1327
Strategy Asset Managers
California
$537K +$22.5K +28 +5%
DWG
1328
Darden Wealth Group
Michigan
$536K -$45K -56 -8%
WAL
1329
W Advisors LLC
Tennessee
$534K +$3.21K +4 +0.6%
CAM
1330
Cidel Asset Management
Ontario, Canada
$531K
PFBT
1331
Parkside Financial Bank & Trust
Missouri
$530K -$803 -1 -0.2%
BB
1332
Bell Bank
North Dakota
$530K +$273K +340 +115%
CAG
1333
Crestwood Advisors Group
Massachusetts
$529K +$75.5K +94 +17%
LAS
1334
Legacy Advisory Services
Pennsylvania
$527K -$7.23K -9 -1%
GC
1335
Gratus Capital
Georgia
$527K +$52.2K +65 +11%
HI
1336
Harbour Investments
Wisconsin
$522K +$99.6K +124 +25%
PAM
1337
Peak Asset Management
Colorado
$520K +$2.41K +3 +0.5%
CPIG
1338
Chicago Partners Investment Group
Illinois
$520K +$32.1K +40 +6%
DWM
1339
Drive Wealth Management
Utah
$518K +$3.21K +4 +0.6%
KCIC
1340
Kuhn & Co Investment Counsel
Illinois
$514K
PAG
1341
Powers Advisory Group
Illinois
$510K -$2.41K -3 -0.5%
WG
1342
Welch Group
Alabama
$510K
DAS
1343
Diversify Advisory Services
Utah
$508K +$493K +614 New
HIC
1344
Holderness Investments Company
North Carolina
$507K +$4.02K +5 +0.8%
TL
1345
Tradewinds LLC
North Carolina
$506K +$488K +607 New
CCT
1346
Chemung Canal Trust
New York
$506K +$22.5K +28 +5%
RIA
1347
Regal Investment Advisors
Michigan
$504K +$56.2K +70 +13%
WBG
1348
Wharton Business Group
Pennsylvania
$503K -$28.1K -35 -5%
FSC
1349
Full Sail Capital
Oklahoma
$502K -$15.3K -19 -3%
BAM
1350
Bosun Asset Management
Illinois
$501K

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.