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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
SC
326
Sepio Capital
Utah
$2.06M +$1.5M +19,601 New
CB
327
Commerce Bank
Missouri
$2.05M -$89.4K -1,168 -6%
AB
328
Amalgamated Bank
New York
$2.04M -$2.59M -33,804 -63%
MIAN
329
Mariner Independent Advisor Network
Kansas
$2.04M -$206K -2,694 -13%
BC
330
Brinker Capital
Pennsylvania
$2.04M -$176K -2,300 -11%
FAAS
331
First Allied Advisory Services
California
$2.03M -$596K -7,788 -29%
F
332
F3Logic
Minnesota
$2.02M +$426K +5,559 +40%
BBHC
333
Brown Brothers Harriman & Co
New York
$2M -$13.1M -170,522 -90%
OWP
334
Old Well Partners
North Carolina
$1.99M -$268K -3,500 -16%
AWM
335
AE Wealth Management
Kansas
$1.99M +$477K +6,226 +49%
PFS
336
Prospera Financial Services
Texas
$1.99M +$1,000K +13,061 +223%
Parallax Volatility Advisers
337
Parallax Volatility Advisers
California
$1.97M -$23.7M -309,486 -94%
AAM
338
Azzad Asset Management
Virginia
$1.94M +$77 +1 +0%
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$1.93M +$976K +12,746 +228%
RPSA
340
Richard P. Slaughter Associates
Texas
$1.87M -$432K -5,637 -24%
MSL
341
Mackay Shields LLC
New York
$1.87M +$1.37M +17,854 New
CBA
342
Coastal Bridge Advisors
Connecticut
$1.84M -$314K -4,100 -19%
SWP
343
Stratos Wealth Partners
Ohio
$1.83M -$16.4K -214 -1%
DWM
344
Darwin Wealth Management
Florida
$1.82M -$250K -3,263 -16%
KFP
345
KMG Fiduciary Partners
Ohio
$1.81M +$88.3K +1,154 +7%
LSA
346
L & S Advisors
California
$1.78M -$178K -2,320 -12%
BHB
347
Bank Hapoalim BM
Israel
$1.77M +$281K +3,664 +28%
IFWM
348
Institute for Wealth Management
Colorado
$1.73M +$27K +353 +2%
ACP
349
Aviance Capital Partners
Florida
$1.68M +$459K +6,000 +60%
TVWM
350
Tower View Wealth Management
Wisconsin
$1.67M +$179K +2,335 +17%

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.