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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
CTC
626
Central Trust Company
Missouri
$1.14M -$61.8K -317 -6%
EWA
627
Exencial Wealth Advisors
Oklahoma
$1.14M +$75.9K +389 +8%
RJT
628
Raymond James Trust
Florida
$1.13M -$66.9K -343 -6%
PCS
629
Personal CFO Solutions
New Jersey
$1.13M -$390 -2 -0%
SL
630
Stevard LLC
Illinois
$1.12M -$448K -2,299 -31%
IA
631
IAM Advisory
Pennsylvania
$1.11M +$952K +4,879 New
AC
632
Addison Capital
Pennsylvania
$1.11M +$1.95K +10 +0.2%
PWM
633
Perigon Wealth Management
California
$1.1M +$97.9K +502 +11%
CI Investments Inc
634
CI Investments Inc
Ontario, Canada
$1.1M +$44.3K +227 +5%
TA
635
Tiedemann Advisors
New York
$1.1M +$982K +5,034 New
CIAS
636
Capital Investment Advisory Services
North Carolina
$1.09M +$981K +5,029 New
CCMT
637
CMT Capital Markets Trading
Germany
$1.09M +$975K +5,000 New
GPCM
638
Granite Point Capital Management
Massachusetts
$1.09M +$975K +5,000 New
DACS
639
Dymon Asia Capital (Singapore)
Singapore
$1.08M +$973K +4,987 New
SAM
640
Sompo Asset Management
Japan
$1.07M -$242K -1,240 -20%
FPS
641
Fieldpoint Private Securities
Connecticut
$1.07M +$358K +1,836 +59%
AIP
642
Almanack Investment Partners
Pennsylvania
$1.06M +$117K +599 +14%
SFG
643
SageGuard Financial Group
Tennessee
$1.05M +$944K +4,841 New
PWSG
644
Pacific Wealth Strategies Group
California
$1.04M +$837K +4,292 New
FAIM
645
Financial Advocates Investment Management
Washington
$1.02M -$19.9K -102 -2%
BAM
646
Belpointe Asset Management
Nevada
$1.01M -$1.18M -6,037 -56%
AWA
647
Aaron Wealth Advisors
Illinois
$1M +$900K +4,613 New
GAMC
648
Garner Asset Management Corp
Texas
$1M +$3.9K +20 +0.4%
GC
649
Grimes & Company
Massachusetts
$988K -$52.9K -271 -6%
OSAM
650
O'Shaughnessy Asset Management
Connecticut
$988K +$503K +2,581 +132%
24 25
26
27 28

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.