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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
TIM
1801
Tortoise Investment Management
New York
$63.4K +$27.3K +34 +81%
PMAM
1802
Picton Mahoney Asset Management
Ontario, Canada
$63K -$60.3K -75 -50%
CFS
1803
CGC Financial Services
Oregon
$62.5K
HWA
1804
HHM Wealth Advisors
Tennessee
$62.5K
AFS
1805
Annapolis Financial Services
Maryland
$62.5K +$1.61K +2 +3%
RA
1806
Rational Advisors
New York
$61.7K -$26.5K -33 -31%
FFA
1807
Frazier Financial Advisors
Ohio
$61.5K -$30.5K -38 -34%
RA
1808
Rise Advisors
New York
$60.4K +$57.8K +72 New
KFS
1809
Kelly Financial Services
Massachusetts
$59.1K -$3.21K -4 -5%
TFGT
1810
TS Financial Group (TSFG)
Illinois
$59K
CCA
1811
Criterion Capital Advisors
Tennessee
$58.4K -$3.21K -4 -5%
FCT
1812
First Community Trust
Iowa
$58.4K
PGAM
1813
Princeton Global Asset Management
New Jersey
$58.4K
GA
1814
GoalVest Advisory
New York
$56.7K -$2.41K -3 -4%
NC
1815
NewSquare Capital
Pennsylvania
$55K -$1.61K -2 -3%
SHIM
1816
Stone House Investment Management
Pennsylvania
$55K +$53K +66 New
CWM
1817
Cranbrook Wealth Management
Michigan
$54.2K
YDMI
1818
Y.D. More Investments
Israel
$54K
QL
1819
Quarry LP
New York
$53.4K +$1.61K +2 +3%
CJH
1820
Christopher J. Hasenberg
Wisconsin
$51.7K +$49.8K +62 New
CFD
1821
Creative Financial Designs
Indiana
$51.5K +$803 +1 +2%
CT
1822
Clearstead Trust
Maine
$50K +$1.61K +2 +3%
CHA
1823
Carmichael Hill & Associates
Maryland
$49.7K -$803 -1 -2%
CPG
1824
Cornerstone Planning Group
New Jersey
$48.6K -$10.4K -13 -17%
RFS
1825
Richardson Financial Services
Massachusetts
$48.4K +$2.41K +3 +5%

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.