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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
DAM
1776
Delta Asset Management
Tennessee
$102K
AWM
1777
Atticus Wealth Management
Florida
$101K
SCM
1778
Silvant Capital Management
Georgia
$99.2K
DCM
1779
Disciplina Capital Management
Tennessee
$97.9K
BHWM
1780
Beaird Harris Wealth Management
Texas
$96.7K +$80.3K +100 +625%
DWA
1781
Dougherty Wealth Advisers
Minnesota
$95K
GWSG
1782
GPS Wealth Strategies Group
Colorado
$90.9K -$41K -51 -32%
BIA
1783
Bell Investment Advisors
California
$88.4K +$803 +1 +1%
BL
1784
BFSG LLC
California
$88.4K +$7.23K +9 +9%
BCMLT
1785
Beacon Capital Management LLC (Tennessee)
Tennessee
$88.4K +$16.9K +21 +25%
WWP
1786
WR Wealth Planners
Missouri
$87.5K +$84.4K +105 New
CB
1787
CNB Bank
Pennsylvania
$85K +$7.23K +9 +10%
QT
1788
Quantbot Technologies
New York
$85K +$81.9K +102 New
MFG
1789
Mendota Financial Group
Wisconsin
$81.8K -$41K -51 -34%
TC
1790
Truvestments Capital
Florida
$80.5K
FSWA
1791
Financial Synergies Wealth Advisors
Texas
$78.6K +$45.8K +57 +154%
PCA
1792
Providence Capital Advisors
North Carolina
$77.5K -$17.7K -22 -19%
NF
1793
Norwood Financial
Pennsylvania
$77.5K
FUBT
1794
First United Bank & Trust
Maryland
$76.7K
LI
1795
LRI Investments
Florida
$70K +$67.5K +84 New
VF
1796
VitalStone Financial
Texas
$67K
AT
1797
Avalon Trust
New Mexico
$66.7K
VAMG
1798
Voisard Asset Management Group
Michigan
$66.2K
VC
1799
Vestor Capital
Illinois
$66K -$19.3K -24 -23%
MWM
1800
Mascoma Wealth Management
New Hampshire
$64.2K

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.