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XYZ

Block Inc

1,296 hedge funds and large institutions have $66.1B invested in Block Inc in 2021 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 521 increasing their positions, 441 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 132

18% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 441

4% more funds holding

Funds holding: 1,2411,296 (+55)

2% more capital invested

Capital invested by funds: $64.7B → $66.1B (+$1.49B)

2.05% less ownership

Funds ownership: 76.92%74.87% (-2.1%)

4% less funds holding in top 10

Funds holding in top 10: 7875 (-3)

24% less call options, than puts

Call options by funds: $7.01B | Put options by funds: $9.22B

Holders
1,296
Holders Change
+55
Holders Change %
+4.43%
% of All Funds
22.76%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
202
Increased
521
Reduced
441
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B
Name Holding Trade Value Shares
Change
Change in
Stake
AW
901
ACG Wealth
Georgia
$396K -$132K -566 -24%
BCM
902
Bluefin Capital Management
New York
$395K -$7.06M -30,168 -95%
SSWM
903
Sheets Smith Wealth Management
North Carolina
$393K -$22K -94 -5%
CCMG
904
Clark Capital Management Group
Pennsylvania
$384K +$6.08K +26 +2%
BFEC
905
Benjamin F. Edwards & Company
Missouri
$383K +$7.95K +34 +2%
FTDI
906
First Trust Direct Indexing
Massachusetts
$382K -$10.5K -45 -3%
SIC
907
Samalin Investment Counsel
New York
$381K -$234 -1 -0.1%
CPIG
908
Chicago Partners Investment Group
Illinois
$380K +$11K +47 +3%
YWP
909
YorkBridge Wealth Partners
New York
$379K +$135K +578 +53%
CFG
910
Cooper Financial Group
California
$376K -$198K -848 -34%
ProShare Advisors
911
ProShare Advisors
Maryland
$376K +$43.3K +185 +13%
ZIG
912
Zuckerman Investment Group
Illinois
$376K +$112K +480 +41%
CA
913
Calton & Associates
Florida
$369K -$105K -450 -22%
CAAS
914
Capital Asset Advisory Services
Michigan
$369K +$48.7K +208 +15%
CA
915
Claro Advisors
Massachusetts
$367K +$88K +376 +30%
SIC
916
SFE Investment Counsel
California
$366K -$26.9K -115 -7%
PNAA
917
Pictet North America Advisors
Switzerland
$366K
CRWM
918
Castle Rock Wealth Management
California
$366K +$234 +1 +0.1%
CAM
919
Claret Asset Management
Quebec, Canada
$364K -$23.4K -100 -6%
TCA
920
Transcend Capital Advisors
New Jersey
$360K -$32K -137 -8%
BZWA
921
Blue Zone Wealth Advisors
California
$360K -$11.9K -51 -3%
PCIA
922
Prime Capital Investment Advisors
Kansas
$357K -$281K -1,200 -43%
FSC
923
Full Sail Capital
Oklahoma
$355K
HI
924
Hudock Inc
Pennsylvania
$355K +$16.6K +71 +5%
EI
925
Ellevest Inc
New York
$355K +$27.1K +116 +8%

XYZ Hedge Fund Activity: Q1 2021 in Review

1,296 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2021, worth a combined $66.1B — up 2.3% from $64.7B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new XYZ positions and 132 closed out — a net gain of 70 holders — while 521 added to existing stakes and 441 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $911M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $607M sold.

  • 1,296 institutional investors held Block Inc (XYZ) as of Q1 2021, up from 1,241 in Q4 2020.
  • Funds reported $66.1B of Block Inc stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 202 funds opened new Block Inc positions in Q1 2021 and 132 closed out, a net change of +70 holders.
  • The largest Block Inc buyer in Q1 2021 was ARK Investment Management, an estimated $911M added.
  • The largest Block Inc seller in Q1 2021 was Whale Rock Capital Management, an estimated $607M sold.

Based on aggregated 13F filings for Q1 2021.