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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
CCM
1101
Cinctive Capital Management
New York
– -$2.1M -27,207 Closed
HIS
1102
Harvest Investment Services
Illinois
– -$1.52M -19,683 Closed
CTC (Chicago Trading Company)
1103
CTC (Chicago Trading Company)
Illinois
– -$1.37M -18,957 Closed
ACM
1104
AlphaStar Capital Management
North Carolina
– -$1.37M -17,684 Closed
SDH
1105
Sloy Dahl & Holst
Washington
– -$1.28M -16,529 Closed
OTL
1106
Oak Thistle LLC
New York
– -$1.27M -16,414 Closed
FA
1107
FDx Advisors
Illinois
– -$1.24M -16,001 Closed
CC
1108
Cipher Capital
New York
– -$1.05M -13,600 Closed
SC
1109
Saltoro Capital
Texas
– -$1.01M -13,000 Closed
QT
1110
Quantbot Technologies
New York
– -$981K -12,682 Closed
MAM
1111
Maytree Asset Management
Hong Kong
– -$970K -12,539 Closed
SA
1112
Strategic Advisors
New York
– -$965K -12,475 Closed
DS
1113
DRW Securities
Illinois
– -$876K -12,112 Closed
CIP
1114
Chartwell Investment Partners
Pennsylvania
– -$827K -10,696 Closed
Impax Asset Management Group
1115
Impax Asset Management Group
United Kingdom
– -$803K -10,376 Closed
PCMH
1116
Polymer Capital Management (HK)
Hong Kong
– -$774K -10,000 Closed
FF
1117
Friedenthal Financial
New Jersey
– -$769K -9,939 Closed
M1FG
1118
Mach-1 Financial Group
Arkansas
– -$736K -9,514 Closed
VF
1119
Virtu Financial
New York
– -$722K -9,333 Closed
XS
1120
XR Securities
Illinois
– -$637K -8,807 Closed
HSA
1121
Hussman Strategic Advisors
Maryland
– -$650K -8,400 Closed
YIH
1122
Y-Intercept (HK)
Hong Kong
– -$514K -6,644 Closed
BFM
1123
Boothbay Fund Management
New York
– -$465K -6,011 Closed
JHCP
1124
Jackson Hole Capital Partners
Oklahoma
– -$450K -5,819 Closed
KOC
1125
Koss-Olinger Consulting
Florida
– -$414K -5,358 Closed
43 44
45
46 47

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.