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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
AGA
601
Arkos Global Advisors
Texas
$353K +$257K +3,362 New
PCM
602
Penserra Capital Management
California
$351K +$95.2K +1,243 +58%
CCA
603
Column Capital Advisors
Indiana
$346K +$49.1K +642 +24%
EWA
604
Exencial Wealth Advisors
Oklahoma
$344K +$251K +3,275 New
PG
605
Pendal Group
Australia
$342K -$715K -9,336 -74%
WU
606
Wealthsimple US
New York
$342K -$193K -2,522 -44%
SMC
607
Smith, Moore & Co
Missouri
$342K +$249K +3,255 New
CCA
608
Checchi Capital Advisers
California
$339K +$247K +3,231 New
VLC
609
Van Leeuwen & Company
New Jersey
$338K -$102K -1,338 -29%
CWS
610
Cypress Wealth Services
California
$338K +$246K +3,218 New
BUB
611
BBVA USA Bancshares
Texas
$338K +$247K +3,222 New
WCWM
612
Willow Creek Wealth Management
California
$337K -$76.6K -1,000 -24%
WP
613
WealthPLAN Partners
Nebraska
$336K +$180K +2,349 New
RE
614
RBC Europe
United Kingdom
$332K -$5.67K -74 -2%
PAS
615
Park Avenue Securities
New York
$328K +$239K +3,121 New
OGC
616
Oak Grove Capital
New Hampshire
$326K -$1.52M -19,836 -86%
DT
617
Diversified Trust
Tennessee
$324K +$236K +3,089 New
RWB
618
RMR Wealth Builders
New Jersey
$323K +$235K +3,074 New
CS
619
Comerica Securities
Michigan
$322K +$235K +3,066 New
IWC
620
Integrated Wealth Concepts
Massachusetts
$322K +$235K +3,068 New
SF
621
Synovus Financial
Georgia
$320K -$389K -5,075 -62%
UCMOK
622
United Capital Management of KS
Kansas
$320K +$234K +3,050 New
CA
623
Clearstead Advisors
Ohio
$319K
FNBOO
624
First National Bank of Omaha
Nebraska
$318K +$232K +3,034 New
AWA
625
Arete Wealth Advisors
Illinois
$314K -$378K -4,941 -62%

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.