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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
HWM
1276
Holloway Wealth Management
Florida
$22K – – –
BAM
1277
Baldrige Asset Management
Pennsylvania
$22K +$20.9K +90 New
MA
1278
MUFG Americas
New York
$20K – – –
HFS
1279
HBC Financial Services
Washington
$19K -$2.32K -10 -11%
JFA
1280
JNBA Financial Advisors
Minnesota
$19K – – –
LPWM
1281
Lake Point Wealth Management
Texas
$19K +$17.6K +76 New
EWM
1282
Elmwood Wealth Management
California
$18K – – –
CT
1283
Clearstead Trust
Maine
$18K +$17.2K +74 New
ICM
1284
Islay Capital Management
Texas
$17K – – –
OCM
1285
Orion Capital Management
California
$16K – – –
RDWM
1286
Red Door Wealth Management
Tennessee
$16K +$15.5K +67 New
LWANC
1287
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K +$11.6K +50 +500%
TF
1288
TimeScale Financial
Massachusetts
$13K +$10.4K +45 +563%
CT
1289
Caldwell Trust
Florida
$12.2K – – –
WP
1290
WealthShield Partners
North Carolina
$12K -$46.2K -199 -80%
CCM
1291
Cribstone Capital Management
Maine
$12K – – –
CCMW
1292
Cypress Capital Management (Wyoming)
Wyoming
$12K – – –
TCWA
1293
Ten Capital Wealth Advisors
Washington
$12K +$1.39K +6 +14%
MCM
1294
MV Capital Management
Maryland
$12K +$11.6K +50 New
Nisa Investment Advisors
1295
Nisa Investment Advisors
Missouri
$10.7K -$1.37M -5,900 -12%
BWM
1296
Baystate Wealth Management
Massachusetts
$10K -$5.8K -25 -37%
JPLA
1297
Joseph P. Lucia & Associates
New York
$10K – – –
M1FG
1298
Mach-1 Financial Group
Arkansas
$10K – – –
BAM
1299
Bellevue Asset Management
Washington
$10K +$6.26K +27 +225%
FWM
1300
FFT Wealth Management
Pennsylvania
$10K +$9.28K +40 New
50 51
52
53 54

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.