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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
CFGS
751
Concourse Financial Group Securities
Alabama
$76K -$7.66K -100 -12%
AP
752
Atwood & Palmer
Missouri
$73K
HFS
753
HBC Financial Services
Washington
$73K +$45.9K +600 New
WEC
754
Winslow Evans & Crocker
Massachusetts
$72K
GWS
755
Glassman Wealth Services
Virginia
$71K +$4.98K +65 +11%
MWA
756
MFA Wealth Advisors
Pennsylvania
$66.2K -$3.07M -40,079 -98%
AWM
757
Atticus Wealth Management
Florida
$60K +$995 +13 +2%
ST
758
Smithfield Trust
Pennsylvania
$55K +$13.8K +180 +53%
EWM
759
Edge Wealth Management
New York
$55K +$39.8K +520 New
AWM
760
Apollon Wealth Management
South Carolina
$54K +$39.3K +513 New
DOA
761
D'Orazio & Associates
Virginia
$52K
MA
762
MUFG Americas
New York
$52K +$32.5K +424 +558%
UOTTAIMCU
763
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$52K +$38.3K +500 New
CB
764
CNB Bank
Pennsylvania
$50K +$13.9K +181 +61%
CFG
765
Capstone Financial Group
Oklahoma
$50K +$30.6K +400 New
FHA
766
First Horizon Advisors
Tennessee
$45K
OC
767
Oakworth Capital
Alabama
$45K +$6.66K +87 +26%
EDRH
768
Edmond de Rothschild Holding
Switzerland
$43K +$31.5K +411 New
QCG
769
Quadrant Capital Group
Ohio
$42K -$85.2K -1,113 -73%
FCA
770
FinTrust Capital Advisors
South Carolina
$42K -$12.6K -165 -29%
IRAG
771
Investment Research & Advisory Group
Georgia
$42K
BSAM
772
Blue Square Asset Management
New York
$42K +$30.5K +398 New
MAM
773
Meeder Asset Management
Ohio
$40K +$5.36K +70 +22%
ETI
774
Enterprise Trust & Investment
California
$37K
BWP
775
Baldwin Wealth Partners
Massachusetts
$36K -$7.66K -100 -22%

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.