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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
BDS
426
Banco de Sabadell
Florida
$924K
AR
427
Advisory Research
Illinois
$911K +$132K +1,726 +25%
EOJOAM
428
E. Ohman J:or Asset Management
Sweden
$902K
Fiera Capital (Canada)
429
Fiera Capital (Canada)
Quebec, Canada
$902K -$23K -300 -3%
SIC
430
Salem Investment Counselors
North Carolina
$902K +$30.2K +394 +5%
IAA
431
Independent Advisor Alliance
North Carolina
$898K +$557K +7,275 New
Calamos Advisors
432
Calamos Advisors
Illinois
$897K +$341K +4,450 +109%
IAIM
433
International Assets Investment Management
Florida
$894K -$63.2K -825 -9%
PSUF
434
People's United Financial
Connecticut
$894K -$56.3K -736 -8%
Credit Agricole
435
Credit Agricole
France
$890K -$73K -954 -10%
IRF
436
IBM Retirement Fund
New York
$887K +$24.1K +315 +4%
WCM
437
Washburn Capital Management
Florida
$881K +$132K +1,725 +26%
BRWM
438
B. Riley Wealth Management
Tennessee
$880K -$191K -2,495 -23%
MS
439
Mizuho Securities
Japan
$877K -$2.33M -30,425 -64%
SI
440
Stephens Inc
Arkansas
$873K -$163K -2,124 -20%
LFAS
441
Level Four Advisory Services
Texas
$872K -$57.1K -746 -8%
AGM
442
Alpine Global Management
New York
$868K +$634K +8,275 New
AIC
443
Ameritas Investment Company
Nebraska
$865K +$382K +4,988 +153%
CMI
444
Clare Market Investments
Texas
$863K -$23K -300 -4%
SCM
445
Shelton Capital Management
Colorado
$861K -$38.3K -500 -6%
LWAC
446
Laurel Wealth Advisors (California)
California
$847K +$42.8K +559 +7%
HAG
447
HighPoint Advisor Group
Illinois
$842K -$17.8K -233 -3%
MFAM
448
Motley Fool Asset Management
Virginia
$839K +$125K +1,638 +26%
Brown Advisory
449
Brown Advisory
Maryland
$834K +$79.3K +1,036 +15%
JRP
450
Jasper Ridge Partners
California
$832K +$152K +1,982 +33%

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.