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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
QT
626
Quantamental Technologies
New York
$311K -$173K -2,257 -43%
NP
627
NorthRock Partners
Minnesota
$311K +$227K +2,964 New
SCA
628
Spearhead Capital Advisors
Florida
$310K +$226K +2,950 New
QPWM
629
Quadrant Private Wealth Management
Pennsylvania
$306K +$223K +2,916 New
HWM
630
Howard Wealth Management
Connecticut
$302K +$221K +2,881 New
SUT
631
SC US (TTGP)
California
$300K -$34M -443,843 -99%
CGH
632
Crossmark Global Holdings
Texas
$299K +$218K +2,845 New
FWM
633
Focused Wealth Management
New York
$298K
FFS
634
Founders Financial Securities
Maryland
$298K +$188K +2,451 New
FT
635
Fiduciary Trust
Massachusetts
$298K +$217K +2,835 New
OC
636
Oarsman Capital
Wisconsin
$298K +$217K +2,836 New
SIC
637
SFE Investment Counsel
California
$296K +$216K +2,822 New
QI
638
QS Investors
New York
$294K +$23K +300 +12%
DWM
639
Dorchester Wealth Management
Quebec, Canada
$293K +$214K +2,790 New
GAM
640
Griffin Asset Management
New York
$293K +$214K +2,793 New
EWA
641
Evolution Wealth Advisors
Florida
$292K +$56.7K +740 +36%
CPA
642
Clear Perspective Advisors
Illinois
$292K +$213K +2,786 New
CBT
643
Central Bank & Trust
Kentucky
$291K +$118K +1,540 +125%
MMA
644
Miracle Mile Advisors
California
$291K +$212K +2,769 New
CAMG
645
CWA Asset Management Group
Florida
$285K +$208K +2,720 New
MHR
646
Matthew Hamilton Rosenberg
$283K +$114K +1,488 +123%
LOAMU
647
Lombard Odier Asset Management (USA)
New York
$283K +$207K +2,699 New
FPCP
648
Fort Point Capital Partners
California
$283K +$207K +2,700 New
PAI
649
Pittenger & Anderson Inc
Nebraska
$275K -$123K -1,610 -38%
CCM
650
Canal Capital Management
Virginia
$274K +$200K +2,610 New

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.