Rocket Companies
237 hedge funds and large institutions have $1.38B invested in Rocket Companies in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 39 closing their positions.
77% more call options, than puts
Call options by funds: $78.2M | Put options by funds: $44.2M
15% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 67
8% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 39
2% more capital invested
Capital invested by funds: $1.34B → $1.38B (+$32.4M)
0% more funds holding
Funds holding: 236 → 237 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.39% less ownership
Funds ownership: 69.63% → 69.24% (-0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$17.1M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$13.5M |
| 3 |
JGC
J. Goldman & Co
New York
|
+$10.8M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$10.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$6.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$40.6M |
| 2 |
Millennium Management
New York
|
-$4.62M |
| 3 |
EH
EMG Holdings
Old Greenwich,
Connecticut
|
-$4.17M |
| 4 |
SC
Sculptor Capital
New York
|
-$4.13M |
| 5 |
QCM
QRG Capital Management
Chicago,
Illinois
|
-$3.54M |
RKT Hedge Fund Activity: Q1 2024 in Review
237 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q1 2024, worth a combined $1.38B — up 2.4% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new RKT positions and 39 closed out — a net gain of 3 holders — while 77 added to existing stakes and 67 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $17.1M. The largest seller was Morgan Stanley, cutting an estimated $40.6M.
- 237 institutional investors held Rocket Companies (RKT) as of Q1 2024, up from 236 in Q4 2023.
- Funds reported $1.38B of Rocket Companies stock for Q1 2024, up 2.4% quarter-over-quarter.
- 42 funds opened new Rocket Companies positions in Q1 2024 and 39 closed out, a net change of +3 holders.
- The largest Rocket Companies buyer in Q1 2024 was JP Morgan Chase, an estimated $17.1M added.
- The largest Rocket Companies seller in Q1 2024 was Morgan Stanley, an estimated $40.6M sold.
Based on aggregated 13F filings for Q1 2024.