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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
LTAS
1726
Linden Thomas Advisory Services
North Carolina
$206K +$198K +247 New
OAM
1727
Occidental Asset Management
California
$206K +$198K +247 New
SAM
1728
Secure Asset Management
Michigan
$206K -$7.23K -9 -4%
OCM
1729
One Capital Management
California
$205K -$4.82K -6 -2%
JSL
1730
JT Stratford LLC
Georgia
$204K +$197K +245 New
SFG
1731
Sunburst Financial Group
Alabama
$203K -$2.41K -3 -1%
FTIS
1732
First Trust Investment Solutions
Florida
$201K +$194K +241 New
W
1733
Wealthquest
Ohio
$201K +$194K +241 New
IWN
1734
Independent Wealth Network
Iowa
$200K -$20.1K -25 -9%
FHB
1735
First Hawaiian Bank
Hawaii
$200K +$193K +240 New
TCM
1736
Telos Capital Management
California
$200K +$193K +240 New
CFO
1737
CVA Family Office
Colorado
$199K +$803 +1 +0.4%
GPI
1738
General Partner Inc
Pennsylvania
$198K
NCTC
1739
New Covenant Trust Company
Indiana
$193K +$186K +232 New
CSC
1740
Caldwell Sutter Capital
California
$193K -$7.23K -9 -4%
CA
1741
Crewe Advisors
Utah
$186K +$179K +223 New
ACA
1742
Atlas Capital Advisors
Wyoming
$184K
FFC
1743
First Financial Corp
Indiana
$183K -$20.9K -26 -11%
HCP
1744
Hexagon Capital Partners
Arkansas
$178K -$29.7K -37 -15%
GC
1745
Gibson Capital
Pennsylvania
$178K +$171K +213 New
SL
1746
Salomon & Ludwin
Virginia
$177K +$803 +1 +0.5%
BCM
1747
Blume Capital Management
California
$175K
BCA
1748
Bray Capital Advisors
Florida
$172K -$4.02K -5 -2%
CWC
1749
Carolinas Wealth Consulting
North Carolina
$171K +$4.02K +5 +3%
SFFS
1750
Stonehage Fleming Financial Services
Jersey
$167K -$201K -250 -50%

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.