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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
TAM
1676
Tocqueville Asset Management
New York
$229K +$12.1K +15 +6%
FDDB
1677
Fidelity D&D Bancorp
Pennsylvania
$228K -$44.2K -55 -17%
RFA
1678
Register Financial Advisors
Georgia
$227K +$803 +1 +0.4%
OWA
1679
Opal Wealth Advisors
New York
$227K -$104K -130 -32%
SBIA
1680
Sheaff Brock Investment Advisors
Indiana
$227K +$9.64K +12 +5%
PCM
1681
Poehling Capital Management
Wisconsin
$226K +$1.61K +2 +0.7%
TWA
1682
TCI Wealth Advisors
Arizona
$225K -$16.9K -21 -7%
GFG
1683
Greystone Financial Group
Michigan
$225K -$11.2K -14 -5%
CFSG
1684
Clark Financial Services Group
Missouri
$225K +$217K +270 New
CCA
1685
Childress Capital Advisors
Texas
$224K
TWP
1686
Triad Wealth Partners
Kansas
$224K +$216K +269 New
SIA
1687
Soltis Investment Advisors
Utah
$224K +$216K +269 New
AO
1688
Advisor OS
Illinois
$224K +$216K +269 New
D
1689
Diversified
Delaware
$222K +$2.41K +3 +1%
WF
1690
Wayfinding Financial
Washington
$222K +$1.61K +2 +0.7%
NF
1691
Nikulski Financial
Iowa
$222K -$57K -71 -21%
BAAM
1692
Baker Avenue Asset Management
California
$221K -$86.8K -108 -29%
DLA
1693
Douglas Lane & Associates
New York
$221K -$64.3K -80 -23%
PWA
1694
Physician Wealth Advisors
Utah
$221K +$236K +294 New
TWA
1695
Talisman Wealth Advisors
New Jersey
$221K -$1.61K -2 -0.7%
MA
1696
MONECO Advisors
Connecticut
$220K +$11.2K +14 +6%
AIM
1697
Alhambra Investment Management
Florida
$219K
VAM
1698
Verity Asset Management
North Carolina
$219K +$1.61K +2 +0.8%
CG
1699
Clifford Group
Massachusetts
$219K
BAM
1700
Blueshift Asset Management
New Jersey
$218K +$210K +262 New

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.