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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
HCMG
976
Howard Capital Management Group
California
$366K – – –
MMPW
977
Mitchell McLeod Pugh & Williams
Alabama
$366K – – –
EWG
978
Executive Wealth Group
Washington
$366K – – –
MAG
979
MRA Advisory Group
New Jersey
$362K +$11.1K +48 +3%
DAM
980
Draper Asset Management
New York
$362K +$345K +1,486 New
AR
981
Advisory Research
Illinois
$360K +$342K +1,475 New
VC
982
Vicus Capital
Pennsylvania
$359K +$10.4K +45 +3%
CPIA
983
Cornell Pochily Investment Advisors
New York
$358K – – –
DCM
984
Donaldson Capital Management
Indiana
$357K +$16.2K +70 +5%
WTC
985
WhitTier Trust Company
Nevada
$354K – – –
WFI
986
West Family Investments
California
$354K +$336K +1,450 New
RA
987
Resolute Advisors
California
$353K – – –
MCM
988
Monument Capital Management
Virginia
$353K +$50.8K +219 +18%
FHA
989
First Horizon Advisors
Tennessee
$350K +$464 +2 +0.1%
RCA
990
Ranch Capital Advisors
Florida
$346K -$339K -1,461 Closed
TW
991
TrinityPoint Wealth
Connecticut
$345K -$16.7K -72 -5%
AP
992
Adero Partners
California
$345K – – –
RWM
993
Ritholtz Wealth Management
New York
$345K +$1.85K +8 +0.6%
9WM
994
9258 Wealth Management
Ohio
$345K +$2.32K +10 +0.7%
AFA
995
Arlington Financial Advisors
California
$341K – – –
WMP
996
Wealth Management Partners
Arizona
$340K +$44.1K +190 +16%
BP
997
Ballentine Partners
Massachusetts
$338K -$22.5K -97 -7%
IWA
998
IVC Wealth Advisors
Pennsylvania
$337K +$56.8K +245 +22%
QCG
999
Quadrant Capital Group
Ohio
$336K +$43.4K +187 +16%
BWA
1000
Bordeaux Wealth Advisors
California
$334K +$90K +388 +40%
38 39
40
41 42

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.