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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
BFEC
926
Benjamin F. Edwards & Company
Missouri
$435K +$22.7K +98 +6%
FP
927
Financial Perspectives
Minnesota
$434K -$92.9M -400,327 -100%
SA
928
Sicart Associates
New York
$429K – – –
PFG
929
PAX Financial Group
Texas
$427K +$58.2K +251 +17%
CCG
930
Chatham Capital Group
Georgia
$427K +$174K +752 +75%
CFG
931
Cooper Financial Group
California
$422K +$16.7K +72 +4%
RC
932
RegentAtlantic Capital
New Jersey
$421K +$148K +638 +59%
ARC
933
Advisor Resource Council
Texas
$420K +$400K +1,723 New
CIM
934
CIM Investment Management
Pennsylvania
$420K +$400K +1,724 New
NCM
935
Novare Capital Management
North Carolina
$418K +$398K +1,715 New
APW
936
Aurora Private Wealth
New Jersey
$417K +$67.3K +290 +20%
Koshinski Asset Management
937
Koshinski Asset Management
Illinois
$415K -$254K -1,093 -39%
TCM
938
Teza Capital Management
Illinois
$415K -$224K -966 -36%
CRWM
939
Castle Rock Wealth Management
California
$415K +$5.57K +24 +2%
CCMG
940
Clark Capital Management Group
Pennsylvania
$414K +$1.39K +6 +0.4%
CPIG
941
Chicago Partners Investment Group
Illinois
$414K +$22K +95 +6%
PI
942
PEAK6 Investments
Illinois
$414K +$394K +1,697 New
CAAS
943
Capital Asset Advisory Services
Michigan
$411K +$14.4K +62 +4%
Bessemer Group
944
Bessemer Group
New Jersey
$409K -$101M -434,015 -100%
LWA
945
Lineweaver Wealth Advisors
Ohio
$409K +$71.4K +308 +22%
CA
946
Calton & Associates
Florida
$406K +$9.51K +41 +3%
ACM
947
Advisors Capital Management
New Jersey
$406K +$62.6K +270 +19%
SAM
948
Synergy Asset Management
Washington
$405K -$8.61M -37,139 -96%
ZIG
949
Zuckerman Investment Group
Illinois
$403K – – –
SVWAG
950
Sound View Wealth Advisors Group
Georgia
$403K +$41.5K +179 +12%
36 37
38
39 40

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.