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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
FA
551
FCG Advisors
New Jersey
$458K +$7.66K +100 +2%
NCM
552
Next Capital Management
New York
$451K
Lazard Asset Management
553
Lazard Asset Management
New York
$450K -$4.89M -63,842 -94%
WA
554
Wealth Alliance
New York
$446K +$326K +4,254 New
LI
555
Leap Investments
Illinois
$441K +$322K +4,200 New
MIG
556
McGuire Investment Group
Rhode Island
$428K -$35.2K -460 -10%
MPW
557
Monterey Private Wealth
California
$423K
CST
558
Charles Schwab Trust
Nevada
$420K -$76.6K -1,000 -20%
LCAM
559
London & Capital Asset Management
United Kingdom
$420K
GAG
560
GM Advisory Group
New York
$419K -$7.66K -100 -2%
BFEC
561
Benjamin F. Edwards & Company
Missouri
$418K -$56.3K -736 -16%
LWM
562
Lyell Wealth Management
California
$416K -$41K -535 -12%
NIM
563
Northeast Investment Management
Massachusetts
$416K -$19K -248 -6%
CC
564
Centiva Capital
New York
$415K -$751K -9,805 -71%
SCM
565
Schnieders Capital Management
California
$412K -$4.59K -60 -2%
TCM
566
Tuttle Capital Management
Connecticut
$412K +$300K +3,925 New
WMA
567
Wealth Management Associates
New Jersey
$410K
TCWM
568
Total Clarity Wealth Management
Illinois
$408K +$298K +3,890 New
ACI
569
Alpha Cubed Investments
California
$400K -$60.1K -785 -17%
SF
570
Symphony Financial
Texas
$399K +$291K +3,800 New
AFP
571
Ausdal Financial Partners
Iowa
$394K -$38.3K -500 -12%
SS
572
Sunbelt Securities
Texas
$391K -$431K -5,626 -60%
CI
573
Cigna Investments
Connecticut
$383K +$279K +3,649 New
SM
574
Sciencast Management
New Jersey
$380K -$638K -8,339 -73%
KWM
575
Kingsview Wealth Management
Oregon
$380K -$78.8K -1,029 -22%

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.