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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
DJYG
1051
David J. Yvars Group
Florida
$280K +$267K +1,150 New
HIP
1052
HUB Investment Partners
Texas
$279K +$31.8K +137 +14%
IIC
1053
Ironwood Investment Counsel
Arizona
$276K -$6.96K -30 -3%
SWA
1054
SFMG Wealth Advisors
Texas
$275K +$9.05K +39 +4%
HWA
1055
HHM Wealth Advisors
Tennessee
$275K +$20.4K +88 +8%
VAM
1056
Verity Asset Management
North Carolina
$275K +$45.7K +197 +21%
MMA
1057
Miracle Mile Advisors
California
$275K +$262K +1,128 New
PWS
1058
Precision Wealth Strategies
Missouri
$274K -$41.5K -179 -14%
CT
1059
Chicago Trust
Illinois
$274K +$261K +1,125 New
NL
1060
Navalign LLC
California
$273K – – –
SAI
1061
Systematic Alpha Investments
New Jersey
$273K – – –
PTP
1062
Platform Technology Partners
New York
$271K +$258K +1,111 New
RWA
1063
Ropes Wealth Advisors
Massachusetts
$269K – – –
HKAM
1064
Horizon Kinetics Asset Management
New York
$269K +$464 +2 +0.2%
WDC
1065
Woodward Diversified Capital
California
$269K +$12.1K +52 +5%
MAFM
1066
Mid Atlantic Financial Management
Pennsylvania
$268K -$90.2K -389 -26%
YMRC
1067
Yorktown Management & Research Company
Virginia
$268K – – –
PL
1068
Plancorp LLC
Missouri
$268K +$2.55K +11 +1%
WPC
1069
Waters Parkerson & Co
Louisiana
$268K +$255K +1,100 New
KCM
1070
Karp Capital Management
California
$266K – – –
SIA
1071
SkyView Investment Advisors
New Jersey
$263K – – –
SRC
1072
Sage Rhino Capital
California
$263K +$1.62K +7 +0.7%
OPW
1073
Oxler Private Wealth
New York
$262K – – –
LFF
1074
Level Four Financial
Texas
$260K -$232K -1,001 -48%
EWM
1075
Evercore Wealth Management
New York
$260K -$3.71K -16 -1%
41 42
43
44 45

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.