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XYZ

Block Inc

1,296 hedge funds and large institutions have $66.1B invested in Block Inc in 2021 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 521 increasing their positions, 441 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 132

18% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 441

4% more funds holding

Funds holding: 1,2411,296 (+55)

2% more capital invested

Capital invested by funds: $64.7B → $66.1B (+$1.49B)

2.05% less ownership

Funds ownership: 76.92%74.87% (-2.1%)

4% less funds holding in top 10

Funds holding in top 10: 7875 (-3)

24% less call options, than puts

Call options by funds: $7.01B | Put options by funds: $9.22B

Holders
1,296
Holders Change
+55
Holders Change %
+4.43%
% of All Funds
22.76%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
202
Increased
521
Reduced
441
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B
Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
1126
Sullivan, Bruyette, Speros & Blaney
Virginia
$116K -$44.4K -190 -27%
CMBA
1127
C.M. Bidwell & Associates
Hawaii
$115K -$46.3K -198 -28%
DOA
1128
D'Orazio & Associates
Virginia
$114K
FCA
1129
FinTrust Capital Advisors
South Carolina
$113K +$23.4K +100 +25%
MPWT
1130
MassMutual Private Wealth & Trust
Connecticut
$112K -$9.12K -39 -7%
MWP
1131
Meridian Wealth Partners
Pennsylvania
$107K +$48.7K +208 +79%
LJHT
1132
Laurie J. Hall Trustee
$100K -$11.7K -50 -10%
AWM
1133
Avior Wealth Management
Nebraska
$99K -$5.85K -25 -5%
BEI
1134
Benjamin Edwards Inc
Missouri
$97K +$14.7K +63 +17%
CAL
1135
Capital Analysts LLC
Pennsylvania
$96K +$29.2K +125 +42%
WLPWM
1136
Walled Lake Planning & Wealth Management
Illinois
$96K +$99.4K +425 New
ACM
1137
Adalta Capital Management
New York
$92K +$94.7K +405 New
IRAG
1138
Investment Research & Advisory Group
Georgia
$91K
SNT
1139
Security National Trust
West Virginia
$91K +$70.2K +300 +300%
OC
1140
Oakworth Capital
Alabama
$89K
PO
1141
Private Ocean
California
$86K -$66K -282 -43%
SFPG
1142
Stonebridge Financial Planning Group
Florida
$86K +$23.4K +100 +44%
ST
1143
Smithfield Trust
Pennsylvania
$84K -$67.8K -290 -44%
EWM
1144
Endurance Wealth Management
Rhode Island
$82K +$14K +60 +20%
EWM
1145
Edge Wealth Management
New York
$82K +$26K +111 +44%
LFG
1146
Larson Financial Group
Missouri
$81K -$12.4K -53 -13%
CWC
1147
Carolinas Wealth Consulting
North Carolina
$81K -$8.19K -35 -9%
GG
1148
Gleason Group
Kentucky
$81K +$28.1K +120 +51%
SSB
1149
Sandy Spring Bank
Maryland
$80K +$24.3K +104 +42%
ETI
1150
Enterprise Trust & Investment
California
$79K

XYZ Hedge Fund Activity: Q1 2021 in Review

1,296 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2021, worth a combined $66.1B — up 2.3% from $64.7B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new XYZ positions and 132 closed out — a net gain of 70 holders — while 521 added to existing stakes and 441 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $911M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $607M sold.

  • 1,296 institutional investors held Block Inc (XYZ) as of Q1 2021, up from 1,241 in Q4 2020.
  • Funds reported $66.1B of Block Inc stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 202 funds opened new Block Inc positions in Q1 2021 and 132 closed out, a net change of +70 holders.
  • The largest Block Inc buyer in Q1 2021 was ARK Investment Management, an estimated $911M added.
  • The largest Block Inc seller in Q1 2021 was Whale Rock Capital Management, an estimated $607M sold.

Based on aggregated 13F filings for Q1 2021.