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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
TWM
1551
TMD Wealth Management
Arizona
$312K +$26.5K +33 +10%
JWA
1552
JFS Wealth Advisors
Pennsylvania
$311K -$9.64K -12 -3%
GSIS
1553
Global Strategic Investment Solutions
Arizona
$310K +$299K +372 New
PA
1554
PFG Advisors
Arizona
$309K -$11.2K -14 -4%
PWM
1555
Palumbo Wealth Management
New York
$308K +$1.61K +2 +0.5%
OPA
1556
Old Port Advisors
Maine
$307K +$18.5K +23 +7%
LCGC
1557
Legacy Capital Group California
California
$306K -$2.41K -3 -0.8%
BRIA
1558
Balanced Rock Investment Advisors
Massachusetts
$305K -$13.7K -17 -4%
SGCA
1559
Steel Grove Capital Advisors
Tennessee
$304K +$293K +365 New
PCP
1560
Pacific Capital Partners
$304K -$157K -195 -35%
CIA
1561
Compass Ion Advisors
Pennsylvania
$304K +$1.61K +2 +0.6%
RDWM
1562
Red Door Wealth Management
Tennessee
$303K -$803 -1 -0.3%
SGI
1563
Summit Global Investments
Utah
$302K +$292K +363 New
PG
1564
Patten Group
Tennessee
$301K
EBT
1565
Enterprise Bank & Trust
Massachusetts
$301K +$803 +1 +0.3%
TWM
1566
Thrive Wealth Management
Pennsylvania
$301K +$37.8K +47 +15%
BCFD
1567
Boit C.F. David
$301K
FB
1568
First Bancorp
Maine
$300K +$2.41K +3 +0.8%
OL
1569
OneFund LLC
Florida
$299K -$5.62K -7 -2%
VCM
1570
Versant Capital Management
Arizona
$299K
TC
1571
Trust Company
Kansas
$298K -$3.21K -4 -1%
ST
1572
Sageworth Trust
Pennsylvania
$298K
SFC
1573
SYM Financial Corp
Indiana
$298K +$56.2K +70 +24%
OKSA
1574
O'Keefe Stevens Advisory
New York
$298K +$288K +358 New
WC
1575
Weil Company
California
$297K +$1.61K +2 +0.6%

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.