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XYZ

Block Inc
XYZ

1,349 hedge funds and large institutions have $71.8B invested in Block Inc in 2021 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 606 increasing their positions, 381 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 103

59% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 381

9% more capital invested

Capital invested by funds: $66.1B → $71.8B (+$5.64B)

4% more funds holding

Funds holding: 1,296 → 1,349 (+53)

3% more funds holding in top 10

Funds holding in top 10: 75 → 77 (+2)

0.33% more ownership

Funds ownership: 74.87% → 75.2% (+0.33%)

39% less call options, than puts

Call options by funds: $6.1B | Put options by funds: $9.92B

Holders
1,349
Holders Change
+53
Holders Change %
+4.09%
% of All Funds
23.48%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.34%
New
167
Increased
606
Reduced
381
Closed
103
Calls
$6.1B
Puts
$9.92B
Net Calls
-$3.82B
Net Calls Change
-$1.61B

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$596M
2
Invesco
Invesco
Georgia
+$284M
3
Jennison Associates
Jennison Associates
New York
+$232M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$224M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$223M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.12B
2
AIM
ARK Investment Management
Florida
-$682M
3
BlackRock
BlackRock
New York
-$264M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$201M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$179M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
626
GM Advisory Group
New York
$1.47M +$141K +606 +11%
GAA
627
Green Alpha Advisors
Colorado
$1.46M -$478K -2,060 -26%
DTL
628
Dynamic Technology Lab
Singapore
$1.45M +$503K +2,168 +57%
RSC
629
Red Spruce Capital
Pennsylvania
$1.44M +$34.6K +149 +3%
JC
630
JCSD Capital
California
$1.44M +$1.37M +5,900 New
GWMIA
631
Global Wealth Management Investment Advisory
Florida
$1.42M +$94.2K +406 +7%
IA
632
Insight Advisors
Pennsylvania
$1.42M +$345K +1,489 +40%
SFO
633
Standard Family Office
South Dakota
$1.41M -$121K -521 -8%
A
634
Apoletto
British Virgin Islands
$1.41M – – –
EWM
635
Empirical Wealth Management
Washington
$1.4M +$355K +1,532 +36%
AWA
636
Arkadios Wealth Advisors
Georgia
$1.4M +$486K +2,097 +58%
BA
637
Bridgewater Advisors
New York
$1.4M +$1.33M +5,736 New
GIA
638
Gladstone Institutional Advisory
Florida
$1.4M +$23.7K +102 +2%
BIAS
639
Beacon Investment Advisory Services
New Jersey
$1.4M +$146K +630 +12%
BCA
640
Bray Capital Advisors
Florida
$1.38M – – –
NCGI
641
Next Century Growth Investors
Minnesota
$1.38M -$50.8K -219 -4%
CA
642
Clearstead Advisors
Ohio
$1.37M +$8.35K +36 +0.6%
NL
643
NVWM LLC
Pennsylvania
$1.35M +$36.6K +158 +3%
SLAM
644
Swiss Life Asset Management
$1.34M -$1.75M -7,552 -38%
VCM
645
Virtue Capital Management
Tennessee
$1.34M -$1.48M -6,399 -54%
TA
646
Tiedemann Advisors
New York
$1.32M +$129K +557 +11%
BCM
647
BlueCrest Capital Management
Jersey
$1.32M +$1.26M +5,432 New
AWP
648
Ascent Wealth Partners
New York
$1.31M +$60.8K +262 +5%
AII
649
AGF Investments Inc
Ontario, Canada
$1.31M -$1.86M -8,006 -60%
SL
650
Stevard LLC
Illinois
$1.31M +$50.3K +217 +4%
24 25
26
27 28

XYZ Hedge Fund Activity: Q2 2021 in Review

1,349 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2021, worth a combined $71.8B — up 8.5% from $66.1B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new XYZ positions and 103 closed out — a net gain of 64 holders — while 606 added to existing stakes and 381 trimmed.

The largest buyer was Lone Pine Capital, adding an estimated $596M. The largest seller was Fidelity Investments, cutting an estimated $1.12B.

  • 1,349 institutional investors held Block Inc (XYZ) as of Q2 2021, up from 1,296 in Q1 2021.
  • Funds reported $71.8B of Block Inc stock for Q2 2021, up 8.5% quarter-over-quarter.
  • 167 funds opened new Block Inc positions in Q2 2021 and 103 closed out, a net change of +64 holders.
  • The largest Block Inc buyer in Q2 2021 was Lone Pine Capital, an estimated $596M added.
  • The largest Block Inc seller in Q2 2021 was Fidelity Investments, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2021.