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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
SW
1101
SVB Wealth
Massachusetts
$247K +$235K +1,013 New
TFGT
1102
TS Financial Group (TSFG)
Illinois
$246K +$165K +710 +238%
MSL
1103
Mackay Shields LLC
New York
$244K -$439K -1,893 -65%
CA
1104
Crewe Advisors
Utah
$244K – – –
FGAM
1105
Financial Gravity Asset Management
Texas
$244K – – –
FPCP
1106
Fort Point Capital Partners
California
$244K – – –
WSCM
1107
Wellington Shields Capital Management
New York
$244K – – –
BA
1108
Birinyi Associates
Connecticut
$244K +$232K +1,000 New
FPS
1109
Fieldpoint Private Securities
Connecticut
$243K -$670K -2,889 -76%
AWM
1110
Altus Wealth Management
Kentucky
$239K +$9.28K +40 +4%
STA
1111
Summit Trail Advisors
New York
$237K +$225K +971 New
FSA
1112
Franklin Street Advisors
North Carolina
$236K – – –
CA
1113
Cornerstone Advisory
Maryland
$236K +$2.32K +10 +1%
IC
1114
Iconiq Capital
California
$234K – – –
G
1115
GenTrust
Florida
$234K +$223K +960 New
GWS
1116
Glassman Wealth Services
Virginia
$233K +$232 +1 +0.1%
EWA
1117
Evolution Wealth Advisors
Florida
$232K +$164K +707 +290%
CFO
1118
Collective Family Office
Pennsylvania
$231K +$232 +1 +0.1%
MA
1119
Montag & Associates
Georgia
$229K +$23.2K +100 +12%
SXL
1120
Summit X LLC
Missouri
$228K +$214K +921 New
RI
1121
Redwood Investments
Massachusetts
$227K -$294K -1,267 -58%
GIM
1122
Grassi Investment Management
California
$227K – – –
CRI
1123
Colonial River Investments
Virginia
$227K +$4.87K +21 +2%
MFG
1124
Merit Financial Group
Georgia
$226K +$215K +926 New
YIA
1125
YHB Investment Advisors
Connecticut
$225K -$13.9K -60 -6%
43 44
45
46 47

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.