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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
RI
676
Redwood Investments
Massachusetts
$235K +$171K +2,238 New
MFG
677
Menard Financial Group
Texas
$234K +$171K +2,228 New
BO
678
BRR OpCo
Ohio
$233K +$170K +2,216 New
CFG
679
Cooper Financial Group
California
$233K +$170K +2,216 New
PA
680
Pinnacle Associates
New York
$233K +$170K +2,221 New
AC
681
Abbrea Capital
California
$233K +$170K +2,225 New
PA
682
Procyon Advisors
Connecticut
$232K +$85K +1,110 +101%
SMH
683
Sanders Morris Harris
Texas
$232K +$153K +2,000 New
MWM
684
Meridian Wealth Management
Kentucky
$232K +$170K +2,216 New
WBG
685
Wharton Business Group
Pennsylvania
$231K +$168K +2,198 New
APW
686
Aurora Private Wealth
New Jersey
$228K -$260K -3,394 -61%
MIH
687
Meitav Investment House
Israel
$228K +$166K +2,169 New
AW
688
ACG Wealth
Georgia
$227K +$166K +2,164 New
TPWA
689
TRUE Private Wealth Advisors
Oregon
$224K +$45.9K +600 +39%
SEC
690
Seven Eight Capital
New York
$224K +$164K +2,137 New
Cerity Partners
691
Cerity Partners
New York
$220K +$160K +2,094 New
IAP
692
Indie Asset Partners
Indiana
$217K +$119K +1,560 New
HCM
693
Hollencrest Capital Management
California
$215K +$157K +2,047 New
TMAM
694
Tokio Marine Asset Management
Japan
$214K +$156K +2,035 New
FVWA
695
Foster Victor Wealth Advisors
South Carolina
$211K -$308K -4,018 -67%
BF
696
BOK Financial
Oklahoma
$210K +$153K +2,000 New
BCM
697
Brookstone Capital Management
Illinois
$210K +$153K +2,000 New
CWM
698
Calamos Wealth Management
Illinois
$210K +$153K +2,000 New
SM
699
SG3 Management
Puerto Rico
$210K +$153K +2,000 New
SB
700
Strategic Blueprint
Georgia
$205K +$149K +1,950 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.