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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
RWB
726
RMR Wealth Builders
New Jersey
$698K -$29.3K -150 -4%
AC
727
Abbrea Capital
California
$698K +$625K +3,205 New
CS
728
Comerica Securities
Michigan
$694K +$36.1K +185 +6%
RWA
729
Redhawk Wealth Advisors
Minnesota
$692K +$620K +3,178 New
PCG
730
Private Capital Group
Connecticut
$691K -$46.6K -239 -7%
UR
731
USCA RIA
Texas
$689K +$208K +1,067 +51%
SSCA
732
South Shore Capital Advisors
Massachusetts
$689K +$618K +3,170 New
AWA
733
Arete Wealth Advisors
Illinois
$687K +$612K +3,136 New
SCA
734
Spearhead Capital Advisors
Florida
$681K +$7.61K +39 +1%
CAMG
735
CWA Asset Management Group
Florida
$677K +$75.9K +389 +14%
MGAM
736
McGowan Group Asset Management
Texas
$655K +$1.17K +6 +0.2%
IWC
737
Integrated Wealth Concepts
Massachusetts
$653K -$25.6K -131 -4%
JWM
738
Jackson Wealth Management
Florida
$653K +$585K +3,000 New
VHAM
739
Van Hulzen Asset Management
California
$651K -$20.9K -107 -3%
SWA
740
Stratos Wealth Advisors
Ohio
$650K +$54.4K +279 +10%
TIM
741
Thornburg Investment Management
New Mexico
$649K -$15.2M -78,113 -96%
Connor, Clark & Lunn Investment Management (CC&L)
742
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$646K +$579K +2,967 New
CGH
743
Crossmark Global Holdings
Texas
$645K +$1.95K +10 +0.3%
HMS
744
Hanseatic Management Services
New Mexico
$642K +$4.49K +23 +0.8%
CAG
745
Csenge Advisory Group
Florida
$642K +$311K +1,595 +118%
AA
746
Altman Advisors
Illinois
$636K +$570K +2,924 New
HWM
747
Howard Wealth Management
Connecticut
$635K +$7.61K +39 +1%
GAM
748
Griffin Asset Management
New York
$634K +$158K +811 +39%
APW
749
Aurora Private Wealth
New Jersey
$634K +$184K +945 +48%
CWM
750
Cornerstone Wealth Management
Missouri
$633K +$41K +210 +8%
28 29
30
31 32

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.