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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
BWAM
1476
Boyd Watterson Asset Management
Ohio
$377K
BLC
1477
Brown, Lisle/Cummings
Rhode Island
$376K
CB
1478
Cadence Bank
Mississippi
$376K -$17.7K -22 -5%
IP
1479
Investment Partners
Ohio
$375K +$362K +450 New
HW
1480
Hancock Whitney
Mississippi
$375K -$20.1K -25 -5%
EWM
1481
Evermay Wealth Management
Virginia
$374K -$803 -1 -0.2%
AHB
1482
Abner Herrman & Brock
New Jersey
$374K
PWMG
1483
Prestige Wealth Management Group
New Jersey
$372K -$356K -443 -50%
WKWM
1484
Walter & Keenan Wealth Management
Indiana
$372K +$20.1K +25 +6%
PIA
1485
Perennial Investment Advisors
California
$371K +$6.43K +8 +2%
SDAM
1486
Shulman DeMeo Asset Management
New York
$370K
CVA
1487
Central Valley Advisors
California
$369K +$4.82K +6 +1%
SSA
1488
Sierra Summit Advisors
Nevada
$369K -$102K -127 -22%
TNA
1489
True North Advisors
Texas
$368K +$51.4K +64 +17%
GCP
1490
GSA Capital Partners
United Kingdom
$368K +$355K +442 New
WB
1491
West Bancorporation
Iowa
$368K -$10.4K -13 -3%
ECM
1492
EagleClaw Capital Management
Massachusetts
$367K
KA
1493
Kovack Advisors
Florida
$367K -$104K -129 -23%
APA
1494
Astoria Portfolio Advisors
New York
$366K -$803 -1 -0.2%
OCBCO
1495
Oversea-Chinese Banking Corp (OCBC)
Singapore
$364K -$81.9K -102 -19%
HAS
1496
HBW Advisory Services
California
$364K
PWA
1497
Phoenix Wealth Advisors
North Carolina
$362K -$3.21K -4 -0.9%
LA
1498
LVW Advisors
New York
$361K +$9.64K +12 +3%
SWM
1499
Silverlake Wealth Management
Vermont
$360K +$36.2K +45 +12%
CCM
1500
Cohen Capital Management
California
$359K +$81.1K +101 +31%

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.