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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
RA
526
Rational Advisors
New York
$512K -$298K -3,898 -44%
CIAS
527
Capital Investment Advisory Services
North Carolina
$512K -$214K -2,800 -36%
NFG
528
Next Financial Group
Texas
$508K +$92.9K +1,214 +33%
RJT
529
Raymond James Trust
Florida
$504K -$26.6K -347 -7%
PWM
530
Perigon Wealth Management
California
$503K -$144K -1,876 -28%
SNN
531
Shen Neil Nanpeng
$502K
MA
532
Mutual Advisors
Nebraska
$501K +$28.6K +373 +8%
PCM
533
Prelude Capital Management
New York
$500K -$2.09M -27,242 -85%
MGAM
534
McGowan Group Asset Management
Texas
$499K
3CP
535
3G Capital Partners
New York
$493K +$360K +4,700 New
AC
536
Avestar Capital
New York
$488K -$204K -2,660 -36%
GAMC
537
Garner Asset Management Corp
Texas
$488K -$15.3K -200 -4%
WAM
538
Wealthspire Advisors (Maryland)
Maryland
$487K -$79.7K -1,041 -18%
CAGAS
539
Capital Advisory Group Advisory Services
Minnesota
$487K +$355K +4,638 New
MYLI
540
Meiji Yasuda Life Insurance
Japan
$485K
PIM
541
Profit Investment Management
Maryland
$483K +$353K +4,605 New
CM
542
Castleark Management
Illinois
$482K -$286K -3,730 -45%
HFM
543
Harvest Fund Management
China
$478K +$178K +2,324 +129%
AA
544
Ancora Advisors
Ohio
$473K -$736K -9,610 -68%
TFA
545
Teamwork Financial Advisors
Texas
$473K +$345K +4,504 New
PF
546
Phoenix Financial
Israel
$473K +$370K +4,834 New
RCM
547
RB Capital Management
Nevada
$468K +$341K +4,460 New
HCM
548
Hodges Capital Management
Texas
$462K -$3.18M -41,515 -90%
LS
549
Livforsakringsbolaget Skandia
Sweden
$462K +$61.2K +800 +22%
WWM
550
WT Wealth Management
Arizona
$458K -$210K -2,749 -39%

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.