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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
RDWM
801
Red Door Wealth Management
Tennessee
$20K
HI
802
Human Investing
Oregon
$20K +$14.4K +188 New
AWM
803
Avior Wealth Management
Nebraska
$20K +$15.3K +200 New
PFBT
804
Parkside Financial Bank & Trust
Missouri
$17K
EW
805
Evoke Wealth
California
$16K -$7.35K -96 -39%
AF
806
Arrow Financial
New York
$16K
PK
807
Pflug Koory
Nebraska
$16K
MPWT
808
MassMutual Private Wealth & Trust
Connecticut
$15K
TCOV
809
Trust Company of Vermont
Vermont
$14K -$4.82K -63 -32%
SFG
810
Sowa Financial Group
Rhode Island
$14K
AGA
811
Accuvest Global Advisors
Utah
$14K +$9.95K +130 New
SL
812
Savior LLC
Massachusetts
$13K
RWG
813
Regal Wealth Group
California
$12K -$15.3K -200 -64%
BWM
814
Baystate Wealth Management
Massachusetts
$12K -$3.06K -40 -27%
CFG
815
Citizens Financial Group
Rhode Island
$11K -$18.8K -246 -70%
TWA
816
TCI Wealth Advisors
Arizona
$11K -$7.73K -101 -49%
ZB
817
Zions Bancorporation
Utah
$11K -$4.75K -62 -37%
HRC
818
Hoertkorn Richard Charles
$11K
NSIM
819
North Star Investment Management
Illinois
$11K
FMTCOCP
820
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K -$26.8K -350 -78%
BWA
821
BDO Wealth Advisors
Florida
$10K
BCM
822
Blume Capital Management
California
$10K
CCM
823
Cribstone Capital Management
Maine
$10K +$7.66K +100 New
AIC
824
Archer Investment Corporation
Indiana
$9.86K
JG
825
Jefferies Group
New York
$9.7K +$2.17M +28,377 +44%

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.