Blaize Holdings
BZAI
20 hedge funds and large institutions have $51M invested in Blaize Holdings in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 8 closing their positions.
26% less funds holding
Funds holding: 27 → 20 (-7)
27% less capital invested
Capital invested by funds: $70.2M → $51M (-$19.2M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
51.88% less ownership
Funds ownership: 82.32% → 30.44% (-52%)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$1.09M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$109K |
| 3 |
CS
Clear Street
New York
|
+$6.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
Fir Tree Capital Management
New York
|
-$6.37M |
| 2 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$3.64M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$2.97M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$2.89M |
| 5 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
-$2.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFM
26
Spartan Fund Management
Toronto, Ontario,
Canada
| – | -$218K | -20,379 | Closed |
|
|
FTUS
27
Flow Traders U.S.
New York
| – | -$113K | -10,582 | Closed |
|
28
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$815 | -76 | Closed |
|
BZAI Hedge Fund Activity: Q1 2024 in Review
20 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blaize Holdings (BZAI) for Q1 2024, worth a combined $51M — down 27% from $70.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BZAI and 2 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 2 added.
The largest buyer was Westchester Capital Management (New York), opening a new position worth an estimated $1.09M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $6.37M sold.
- 20 institutional investors held Blaize Holdings (BZAI) as of Q1 2024, down from 27 in Q4 2023.
- Funds reported $51M of Blaize Holdings stock for Q1 2024, down 27% quarter-over-quarter.
- 2 funds opened new Blaize Holdings positions in Q1 2024 and 8 closed out, a net change of -6 holders.
- The largest Blaize Holdings buyer in Q1 2024 was Westchester Capital Management (New York), an estimated $1.09M added.
- The largest Blaize Holdings seller in Q1 2024 was Fir Tree Capital Management, an estimated $6.37M sold.
Based on aggregated 13F filings for Q1 2024.