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XYZ

Block Inc
XYZ

1,241 hedge funds and large institutions have $64.7B invested in Block Inc in 2020 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 475 increasing their positions, 330 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more first-time investments, than exits

New positions opened: 328 | Existing positions closed: 71

44% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 330

37% more funds holding in top 10

Funds holding in top 10: 57 → 78 (+21)

36% more capital invested

Capital invested by funds: $47.7B → $64.7B (+$17B)

25% more funds holding

Funds holding: 996 → 1,241 (+245)

2.1% less ownership

Funds ownership: 79.02% → 76.92% (-2.1%)

35% less call options, than puts

Call options by funds: $6.23B | Put options by funds: $9.56B

Holders
1,241
Holders Change
+245
Holders Change %
+24.6%
% of All Funds
21.96%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.38%
New
328
Increased
475
Reduced
330
Closed
71
Calls
$6.23B
Puts
$9.56B
Net Calls
-$3.33B
Net Calls Change
-$1.64B

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$1.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$698M
3
BlackRock
BlackRock
New York
+$414M
4
AIM
ARK Investment Management
Florida
+$244M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$224M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
Fidelity International
Fidelity International
Bermuda
-$569M
3
Capital World Investors
Capital World Investors
California
-$458M
4
HCM
HMI Capital Management
California
-$250M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$248M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
576
Avestar Capital
New York
$1.43M +$384K +1,966 +43%
CCB
577
Cutter & Co Brokerage
Missouri
$1.43M -$455K -2,335 -26%
PPP
578
Private Portfolio Partners
New Jersey
$1.43M -$1.36K -7 -0.1%
AWA
579
Alta Wealth Advisors
Massachusetts
$1.42M +$1.27M +6,530 New
WCM
580
Washburn Capital Management
Florida
$1.42M +$21.5K +110 +2%
CAM
581
Covenant Asset Management
New Jersey
$1.42M +$162K +830 +15%
SM
582
Sciencast Management
New Jersey
$1.42M +$1.19M +6,087 New
CG
583
Cutler Group
California
$1.41M -$771K -3,955 -38%
IAIM
584
International Assets Investment Management
Florida
$1.4M +$159K +817 +14%
SRAM
585
Spouting Rock Asset Management
Pennsylvania
$1.4M +$692K +3,550 +122%
ATPW
586
Ashton Thomas Private Wealth
Arizona
$1.38M -$332K -1,701 -21%
GBBWRPM
587
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.37M +$58.5K +300 +5%
GWMIA
588
Global Wealth Management Investment Advisory
Florida
$1.37M +$94K +482 +8%
SFO
589
Standard Family Office
South Dakota
$1.37M +$1.23M +6,287 New
RHBC
590
R.H. Bluestein & Co
Michigan
$1.37M -$218K -1,115 -15%
AMCA
591
Arthur M. Cohen & Associates
Illinois
$1.36M +$229K +1,172 +23%
SVI
592
Strategic Vision Investment
Hong Kong
$1.34M +$1.21M +6,180 New
AFP
593
Ausdal Financial Partners
Iowa
$1.34M +$502K +2,574 +72%
BC
594
Breakline Capital
New York
$1.32M +$1.19M +6,078 New
A
595
Apoletto
British Virgin Islands
$1.32M +$1.18M +6,058 New
JWS
596
Juncture Wealth Strategies
Arizona
$1.32M -$193K -987 -14%
MSRPS
597
Maryland State Retirement & Pension System
Maryland
$1.32M +$1.17M +5,988 New
PSP
598
Principal Street Partners
Tennessee
$1.29M -$256K -1,313 -18%
PL
599
Polianta Ltd
Jersey
$1.28M +$1.15M +5,900 New
LFAS
600
Level Four Advisory Services
Texas
$1.26M -$68.3K -350 -6%
22 23
24
25 26

XYZ Hedge Fund Activity: Q4 2020 in Review

1,241 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2020, worth a combined $64.7B — up 36% from $47.7B a quarter earlier.

Buyers outnumbered sellers: 328 funds opened new XYZ positions and 71 closed out — a net gain of 257 holders — while 475 added to existing stakes and 330 trimmed.

The largest buyer was Jennison Associates, adding an estimated $1.67B. The largest seller was Morgan Stanley, cutting an estimated $1.34B.

  • 1,241 institutional investors held Block Inc (XYZ) as of Q4 2020, up from 996 in Q3 2020.
  • Funds reported $64.7B of Block Inc stock for Q4 2020, up 36% quarter-over-quarter.
  • 328 funds opened new Block Inc positions in Q4 2020 and 71 closed out, a net change of +257 holders.
  • The largest Block Inc buyer in Q4 2020 was Jennison Associates, an estimated $1.67B added.
  • The largest Block Inc seller in Q4 2020 was Morgan Stanley, an estimated $1.34B sold.

Based on aggregated 13F filings for Q4 2020.