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XYZ

Block Inc
XYZ

1,068 hedge funds and large institutions have $32.5B invested in Block Inc in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 377 increasing their positions, 325 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 105

16% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 325

4% more funds holding

Funds holding: 1,029 → 1,068 (+39)

3% more funds holding in top 10

Funds holding in top 10: 34 → 35 (+1)

5% more capital invested

Capital invested by funds: $31.1B → $32.5B (+$1.45B)

1% less call options, than puts

Call options by funds: $2.44B | Put options by funds: $2.46B

3.22% less ownership

Funds ownership: 72.64% → 69.42% (-3.2%)

Holders
1,068
Holders Change
+39
Holders Change %
+3.79%
% of All Funds
15.38%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.5%
New
159
Increased
377
Reduced
325
Closed
105
Calls
$2.44B
Puts
$2.46B
Net Calls
-$23.7M
Net Calls Change
-$546M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$520M
2
JP Morgan Chase
JP Morgan Chase
New York
+$154M
3
ECU
Egerton Capital (UK)
United Kingdom
+$137M
4
Coatue Management
Coatue Management
New York
+$127M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$117M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.37B
2
BlackRock
BlackRock
New York
-$363M
3
DIG
Dragoneer Investment Group
California
-$203M
4
AIM
ARK Investment Management
Florida
-$133M
5
Sands Capital Management
Sands Capital Management
Virginia
-$130M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1001
Heritage Wealth Advisors
Virginia
$4.14K – – –
FMTCOCP
1002
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K +$3.62K +50 New
JFA
1003
JNBA Financial Advisors
Minnesota
$3.98K – – –
GWSA
1004
Global Wealth Strategies & Associates
Colorado
$3.89K – – –
BGAI
1005
Bruce G. Allen Investments
Colorado
$3.64K – – –
HFM
1006
Hartford Financial Management
Connecticut
$3.64K – – –
AWM
1007
Atticus Wealth Management
Florida
$3.55K +$579 +8 +24%
CMBA
1008
C.M. Bidwell & Associates
Hawaii
$3.47K – – –
CWM
1009
Cedar Wealth Management
California
$3.38K – – –
GBT
1010
Grove Bank & Trust
Florida
$3.21K – – –
VCM
1011
Versant Capital Management
Arizona
$3.21K – – –
MAM
1012
MMA Asset Management
Pennsylvania
$3.21K +$2.75K +38 New
MA
1013
Montag & Associates
Georgia
$3.13K -$22.6K -312 -89%
ACA
1014
American Capital Advisory
Idaho
$3.09K +$3.25K +45 New
BAM
1015
Bellevue Asset Management
Washington
$3.04K – – –
RFG
1016
RFP Financial Group
Georgia
$2.96K +$2.53K +35 New
BC
1017
Belmont Capital
California
$2.88K – – –
GJIA
1018
Glass Jacobson Investment Advisors
Maryland
$2.54K – – –
VAMG
1019
Voisard Asset Management Group
Michigan
$2.54K – – –
WWM
1020
Wolff Wiese Magana
California
$2.54K – – –
GEA
1021
Glen Eagle Advisors
New Jersey
$2.54K +$289 +4 +15%
WIA
1022
Wetzel Investment Advisors
Indiana
$2.52K – – –
CPG
1023
Cornerstone Planning Group
New Jersey
$2.5K -$72 -1 -3%
TC
1024
Tacita Capital
Ontario, Canada
$2.37K – – –
MSG
1025
Main Street Group
Virginia
$2.36K – – –
39 40
41
42 43

XYZ Hedge Fund Activity: Q1 2024 in Review

1,068 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2024, worth a combined $32.5B — up 4.7% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new XYZ positions and 105 closed out — a net gain of 54 holders — while 377 added to existing stakes and 325 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $520M. The largest seller was Morgan Stanley, cutting an estimated $1.37B.

  • 1,068 institutional investors held Block Inc (XYZ) as of Q1 2024, up from 1,029 in Q4 2023.
  • Funds reported $32.5B of Block Inc stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 159 funds opened new Block Inc positions in Q1 2024 and 105 closed out, a net change of +54 holders.
  • The largest Block Inc buyer in Q1 2024 was Fidelity Investments, an estimated $520M added.
  • The largest Block Inc seller in Q1 2024 was Morgan Stanley, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2024.