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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
GRP
726
Global Retirement Partners
California
$114K -$7.04K -92 -8%
WT
727
Washington Trust
Rhode Island
$111K -$47.7K -623 -37%
PO
728
Private Ocean
California
$111K -$45.9K -600 -36%
LC
729
Lindbrook Capital
California
$109K +$2.68K +35 +3%
ANBT
730
American National Bank & Trust
Texas
$105K
CA
731
Crewe Advisors
Utah
$105K
MF
732
Manchester Financial
California
$105K
JCM
733
Jacobi Capital Management
Pennsylvania
$103K +$1.15K +15 +2%
WC
734
Wexford Capital
Florida
$100K +$72.7K +950 New
S
735
SignatureFD
Georgia
$99K -$15.8K -207 -18%
OSAM
736
O'Shaughnessy Asset Management
Connecticut
$99K +$71.4K +932 +7,767%
CLOS
737
Compagnie Lombard Odier SCmA
Switzerland
$98K -$314K -4,100 -81%
BEI
738
Benjamin Edwards Inc
Missouri
$95K +$919 +12 +1%
CAL
739
Capital Advisors Ltd
Ohio
$94K
MAWCM
740
Mine & Arao Wealth Creation & Management
California
$94K
AIM
741
Anchor Investment Management
South Carolina
$93.4K
LWCFA
742
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K
CFB
743
Cullen/Frost Bankers
Texas
$87K +$26.9K +352 +73%
PFGIA
744
Patriot Financial Group Insurance Agency
Massachusetts
$85K -$85.3K -1,114 -58%
HNB
745
Huntington National Bank
Ohio
$85K -$5.05K -66 -8%
HWA
746
HHM Wealth Advisors
Tennessee
$83K
WCG
747
Weaver Consulting Group
California
$80K +$9.19K +120 +19%
ETC
748
Exchange Traded Concepts
Oklahoma
$78K +$45K +588 +377%
CAC
749
Certified Advisory Corp
Florida
$77K +$11.5K +150 +26%
BCA
750
Berman Capital Advisors
Georgia
$77K +$36.4K +476 +176%

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.