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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
ISWM
701
Independent Solutions Wealth Management
New York
$1.04M +$164K +705 +20%
IWM
702
IHT Wealth Management
Illinois
$1.03M +$64.2K +277 +7%
TMAM
703
Tokio Marine Asset Management
Japan
$1.02M -$149K -644 -13%
SBIA
704
Sheaff Brock Investment Advisors
Indiana
$1.02M +$224K +966 +30%
ACM
705
Adalta Capital Management
New York
$1.02M +$873K +3,765 +930%
CBT
706
Central Bank & Trust
Kentucky
$1.01M +$502K +2,166 +109%
EWM
707
Executive Wealth Management
Michigan
$1.01M +$312K +1,345 +48%
OPS
708
Orion Portfolio Solutions
Nebraska
$1.01M -$31.1K -134 -3%
PCS
709
Personal CFO Solutions
New Jersey
$1M -$232 -1 -0%
FB
710
Fulton Bank
Pennsylvania
$992K -$7.65K -33 -0.8%
MPW
711
Monterey Private Wealth
California
$984K – – –
AIP
712
Almanack Investment Partners
Pennsylvania
$983K +$3.71K +16 +0.4%
OSAM
713
O'Shaughnessy Asset Management
Connecticut
$983K +$43.6K +188 +5%
CST
714
Charles Schwab Trust
Nevada
$975K – – –
UAM
715
UAS Asset Management
New York
$975K +$928K +4,000 New
LTI
716
Laffer Tengler Investments
Tennessee
$973K +$303K +1,308 +49%
C
717
Certuity
Florida
$971K -$38.3K -165 -4%
SC
718
Sepio Capital
Utah
$968K -$79.3K -342 -8%
FAIM
719
Financial Advocates Investment Management
Washington
$958K -$301K -1,299 -19%
BFM
720
Boothbay Fund Management
New York
$956K -$265K -1,141 -23%
LWM
721
Lyell Wealth Management
California
$956K +$11.6K +50 +1%
HSA
722
HBK Sorce Advisory
Pennsylvania
$950K +$221K +952 +32%
SF
723
Synovus Financial
Georgia
$948K +$24.8K +107 +3%
SP
724
SWS Partners
Ohio
$947K -$908K -3,915 -50%
SCM
725
Schnieders Capital Management
California
$946K -$42.2K -182 -4%
27 28
29
30 31

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.