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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
PI
501
Putnam Investments
Massachusetts
$606K +$442K +5,772 New
AF
502
Aldebaran Financial
$601K -$1.08M -14,075 -71%
BAMF
503
BI Asset Management Fondsmaeglerselskab
Denmark
$601K +$439K +5,730 New
LB
504
Legacy Bridge
Iowa
$597K -$121K -1,580 -22%
PJB
505
Paul John Balson
California
$594K
BCA
506
Bray Capital Advisors
Florida
$593K
CAM
507
Covenant Asset Management
New Jersey
$590K -$2.77M -36,181 -87%
AMC
508
Asset Management Corp
Illinois
$590K -$53.6K -700 -11%
FA
509
FDx Advisors
Illinois
$589K +$429K +5,610 New
NL
510
NVWM LLC
Pennsylvania
$578K +$418K +5,456 +10,912%
SAM
511
Shell Asset Management
Netherlands
$573K -$589K -7,689 -58%
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$568K +$62.2K +813 +18%
WWM
513
WJ Wealth Management
Arizona
$568K +$414K +5,410 New
CT
514
Coastline Trust
Rhode Island
$567K
CPC
515
Cookson Peirce & Co
Pennsylvania
$555K +$405K +5,293 New
LCM
516
Laurion Capital Management
New York
$554K +$404K +5,278 New
RBFC
517
Roman Butler Fullerton & Co
Missouri
$551K -$2.3K -30 -0.6%
PCS
518
Personal CFO Solutions
New Jersey
$547K +$399K +5,217 New
VHAM
519
Van Hulzen Asset Management
California
$546K -$144K -1,880 -27%
EWM
520
Empirical Wealth Management
Washington
$544K +$397K +5,185 New
AC
521
Addison Capital
Pennsylvania
$543K -$3.83K -50 -1%
GWM
522
Geneos Wealth Management
Colorado
$527K +$116K +1,516 +43%
PP
523
Peconic Partners
New York
$525K
SFS
524
Sowell Financial Services
Arkansas
$519K +$132K +1,720 +53%
SWM
525
SeaCrest Wealth Management
New York
$513K +$15.9K +208 +4%

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.