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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
ASN
401
Advisory Services Network
Georgia
$1.15M -$75.6K -988 -8%
Mackenzie Financial
402
Mackenzie Financial
Ontario, Canada
$1.15M +$388K +5,068 +86%
SDH
403
Sloy Dahl & Holst
Washington
$1.14M +$831K +10,852 New
CWP
404
CFM Wealth Partners
Texas
$1.13M +$15.3K +200 +2%
AC
405
Allstate Corporation
Illinois
$1.11M -$40.7K -532 -5%
WCA
406
Whetstone Capital Advisors
Kansas
$1.08M -$18M -235,358 -96%
SBIA
407
Sheaff Brock Investment Advisors
Indiana
$1.07M -$38.7K -506 -5%
FMT
408
First Mercantile Trust
Tennessee
$1.07M +$17.4K +227 +2%
P
409
Pitcairn
Pennsylvania
$1.07M +$275K +3,595 +55%
NA
410
NewEdge Advisors
Louisiana
$1.05M +$311K +4,065 +68%
DAS
411
Dynamic Advisor Solutions
Arizona
$1.05M +$353K +4,612 +86%
BC
412
BIT Capital
Germany
$1.05M +$764K +9,974 New
Caisse de Depot et Placement du Quebec (CDPQ)
413
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.04M -$84.2K -1,100 -10%
RSC
414
Red Spruce Capital
Pennsylvania
$1.03M +$28.9K +378 +4%
RCIM
415
Russell Clark Investment Management
United Kingdom
$997K +$727K +9,500 New
MC
416
Moors & Cabot
Massachusetts
$991K -$147K -1,916 -17%
AFAS
417
Acorn Financial Advisory Services
Virginia
$978K +$714K +9,322 New
CWM
418
Cordatus Wealth Management
Pennsylvania
$977K +$713K +9,307 New
Impax Asset Management Group
419
Impax Asset Management Group
United Kingdom
$974K +$26.1K +341 +4%
CCB
420
Cutter & Co Brokerage
Missouri
$960K
KLCM
421
KG&L Capital Management
Louisiana
$959K -$59.9K -782 -8%
BPC
422
Banque Pictet & Cie
Switzerland
$946K
ATPW
423
Ashton Thomas Private Wealth
Arizona
$944K +$689K +9,000 New
AWS
424
AJ Wealth Strategies
New York
$934K +$351K +4,584 +106%
PP
425
Prudential plc
United Kingdom
$925K +$49K +640 +8%

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.