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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
BWL
776
Bogart Wealth LLC
Virginia
$35K
BFC
777
Bedel Financial Consulting
Indiana
$34K -$383 -5 -2%
CFA
778
Carroll Financial Associates
North Carolina
$34K
SWA
779
Sutton Wealth Advisors
Florida
$32.2K -$153 -2 -0.6%
Bessemer Group
780
Bessemer Group
New Jersey
$31K
PWP
781
Principle Wealth Partners
Connecticut
$30K +$21.7K +284 New
ED
782
Exane Derivatives
France
$29.4K -$39K -509 -65%
JSC
783
Jackson Square Capital
California
$29K
LWANC
784
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K
IFAM
785
Institutional & Family Asset Management
Colorado
$28K -$26K -340 -56%
SIAS
786
Shine Investment Advisory Services
Colorado
$28K -$18K -235 -47%
SSB
787
Sandy Spring Bank
Maryland
$27K +$10.7K +140 +124%
FMII
788
Farmers & Merchants Investments Inc
Nebraska
$26K
JWA
789
JFS Wealth Advisors
Pennsylvania
$26K
PP
790
PrairieView Partners
Minnesota
$26K
SFPG
791
Stonebridge Financial Planning Group
Florida
$26K
MWP
792
Meridian Wealth Partners
Pennsylvania
$26K +$19.1K +250 New
GG
793
Gleason Group
Kentucky
$25K -$12.6K -165 -41%
1W
794
1776 Wealth
Georgia
$21K -$805K -10,509 -98%
DSC
795
Duncker Streett & Co
Missouri
$21K
GAM
796
Gemmer Asset Management
California
$21K
HPC
797
HM Payson & Co
Maine
$21K
CAL
798
Capital Analysts LLC
Pennsylvania
$21K +$15.3K +200 New
BL
799
Balentine LLC
Georgia
$20K -$22.2K -290 -61%
EARNEST Partners
800
EARNEST Partners
Georgia
$20K

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.