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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
701
RFG Advisory
Alabama
$203K +$148K +1,931 New
FMBTD
702
First Midwest Bank Trust Division
Illinois
$203K +$148K +1,935 New
TC
703
TradeLink Capital
Illinois
$201K +$147K +1,920 New
AIM
704
Acropolis Investment Management
Missouri
$200K -$7.66K -100 -5%
PA
705
PFG Advisors
Arizona
$200K +$120K +1,564 New
RCA
706
Ranch Capital Advisors
Florida
$196K -$11.3K -148 -9%
CAW
707
Cornerstone Advisors (Washington)
Washington
$196K +$24.3K +318 +21%
FP
708
Financial Perspectives
Minnesota
$184K
CG
709
Cutler Group
California
$180K -$10.6M -137,820 -99%
ALAM
710
Asahi Life Asset Management
Japan
$178K +$130K +1,700 New
BAMCO Inc
711
BAMCO Inc
New York
$176K +$129K +1,679 New
HI
712
Hudock Inc
Pennsylvania
$159K
GFPC
713
Global Financial Private Client
Florida
$158K -$1.91K -25 -2%
AF
714
Allworth Financial
California
$156K -$26.8K -350 -19%
First Manhattan
715
First Manhattan
New York
$149K +$13K +170 +14%
KPW
716
Kore Private Wealth
New York
$148K +$27.9K +364 +35%
LDFR
717
Lehman & Derafelo Financial Resources
Pennsylvania
$148K +$108K +1,410 New
WAM
718
Wolverine Asset Management
Illinois
$144K -$6.66K -87 -6%
EI
719
Ellevest Inc
New York
$144K +$36.9K +482 +54%
CQS
720
Credential Qtrade Securities
$142K +$5.97K +78 +6%
KPCM
721
Kings Point Capital Management
New York
$140K
FCM
722
Firestone Capital Management
Florida
$136K +$99.4K +1,298 New
EP
723
Eudaimonia Partners
Tennessee
$131K +$37.7K +492 +65%
LFG
724
Larson Financial Group
Missouri
$129K +$60.3K +787 +176%
CFD
725
Creative Financial Designs
Indiana
$129K +$81K +1,058 +622%

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.