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XYZ

Block Inc

865 hedge funds and large institutions have $31.4B invested in Block Inc in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 272 increasing their positions, 293 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 95

114% more capital invested

Capital invested by funds: $14.7B → $31.4B (+$16.7B)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

14% more funds holding

Funds holding: 756865 (+109)

3.39% more ownership

Funds ownership: 79.06%82.45% (+3.4%)

7% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 293

26% less call options, than puts

Call options by funds: $2.68B | Put options by funds: $3.61B

Holders
865
Holders Change
+109
Holders Change %
+14.42%
% of All Funds
17.74%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.82%
New
208
Increased
272
Reduced
293
Closed
95
Calls
$2.68B
Puts
$3.61B
Net Calls
-$936M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
II
301
IFM Investors
Australia
$2.73M -$692K -9,041 -26%
NC
302
Nightview Capital
Texas
$2.72M -$1.7M -22,144 -46%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$2.62M +$790K +10,322 +70%
SPIA
304
Steward Partners Investment Advisory
New York
$2.59M +$30.9K +404 +2%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$2.57M +$1.13M +14,758 +151%
SW
306
SlateStone Wealth
Florida
$2.56M +$1.87M +24,386 New
EH
307
Equitable Holdings
New York
$2.49M +$212K +2,774 +13%
SW
308
SteelPeak Wealth
California
$2.46M -$2.78M -36,277 -61%
SPC
309
Sigma Planning Corp
Michigan
$2.46M -$260K -3,391 -13%
GPA
310
Garrison Point Advisors
California
$2.37M -$134K -1,750 -7%
HIA
311
Harbor Investment Advisory
Maryland
$2.36M -$367K -4,800 -18%
Axa
312
Axa
France
$2.32M -$9.21M -120,322 -84%
PAM
313
Panagora Asset Management
Massachusetts
$2.31M +$1.4M +18,275 +490%
SC
314
Scotia Capital
Ontario, Canada
$2.3M -$243K -3,168 -13%
AWM
315
Avitas Wealth Management
California
$2.3M +$1.68M +21,896 New
WS
316
Wedbush Securities
California
$2.27M +$175K +2,285 +12%
RIM
317
Redpoint Investment Management
Australia
$2.25M -$57K -745 -3%
GI
318
Gradient Investments
Minnesota
$2.22M -$218K -2,849 -12%
SMDAM
319
Sumitomo Mitsui DS Asset Management
Japan
$2.21M +$112K +1,466 +7%
Financial Engines Advisors
320
Financial Engines Advisors
California
$2.2M +$1.6M +20,949 New
BU
321
Brown University
Rhode Island
$2.19M +$1.6M +20,873 New
Schroder Investment Management Group
322
Schroder Investment Management Group
United Kingdom
$2.14M +$632K +8,257 +68%
Walleye Capital
323
Walleye Capital
New York
$2.14M +$1.56M +20,373 New
CS
324
Candriam SCA
Luxembourg
$2.13M -$287K -3,755 -16%
TCM
325
Teza Capital Management
Illinois
$2.06M +$1.51M +19,679 New

XYZ Hedge Fund Activity: Q2 2020 in Review

865 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2020, worth a combined $31.4B — up 114% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new XYZ positions and 95 closed out — a net gain of 113 holders — while 272 added to existing stakes and 293 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.53B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $351M sold.

  • 865 institutional investors held Block Inc (XYZ) as of Q2 2020, up from 756 in Q1 2020.
  • Funds reported $31.4B of Block Inc stock for Q2 2020, up 114% quarter-over-quarter.
  • 208 funds opened new Block Inc positions in Q2 2020 and 95 closed out, a net change of +113 holders.
  • The largest Block Inc buyer in Q2 2020 was Morgan Stanley, an estimated $1.53B added.
  • The largest Block Inc seller in Q2 2020 was Lone Pine Capital, an estimated $351M sold.

Based on aggregated 13F filings for Q2 2020.