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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
MOS
476
MGO One Seven
Ohio
$738K -$41.4K -541 -7%
MYAM
477
Meiji Yasuda Asset Management
Japan
$738K +$180K +2,350 +50%
ER
478
Enlightenment Research
Florida
$735K -$683K -8,915 -56%
Mercer Global Advisors
479
Mercer Global Advisors
Colorado
$732K -$146K -1,902 -21%
OIA
480
OneDigital Investment Advisors
Kansas
$724K +$243K +3,170 +100%
GC
481
GFG Capital
Florida
$724K +$528K +6,903 New
GWMIA
482
Global Wealth Management Investment Advisory
Florida
$702K +$32.9K +430 +7%
Cetera Investment Advisers
483
Cetera Investment Advisers
Illinois
$701K +$43.9K +574 +9%
FWM
484
Frontier Wealth Management
Missouri
$697K -$5.36K -70 -1%
QP
485
Quilter Plc
United Kingdom
$695K +$29K +379 +6%
WAM
486
World Asset Management
Michigan
$689K +$19.4K +253 +4%
DADC
487
D.A. Davidson & Co
Montana
$683K +$12K +157 +2%
FAM
488
Formidable Asset Management
Ohio
$660K +$424K +5,544 New
VPIM
489
Vanguard Personalized Indexing Management
California
$657K +$479K +6,257 New
SL
490
Stevard LLC
Illinois
$656K +$479K +6,252 New
WCM
491
Whitener Capital Management
North Carolina
$655K +$42.1K +550 +10%
TFS
492
TrustCore Financial Services
Tennessee
$649K -$65.1K -850 -12%
HIIFS
493
Harel Insurance Investments & Financial Services
Israel
$647K +$360K +4,700 +320%
HB
494
Homrich & Berg
Georgia
$643K +$22.7K +296 +5%
DC
495
Davenport & Co
Virginia
$640K -$109K -1,430 -19%
CAN
496
Claraphi Advisory Network
United States
$621K +$201K +2,619 +79%
IFG
497
Independent Financial Group
California
$621K -$167K -2,179 -27%
ISWM
498
Independent Solutions Wealth Management
New York
$613K +$114K +1,487 +34%
CTC
499
Central Trust Company
Missouri
$611K +$135K +1,759 +43%
GC
500
Guggenheim Capital
Illinois
$607K -$29.1K -380 -6%

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.