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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
WA
151
Wasatch Advisors
Utah
$15.7M +$2.38M +31,038 +26%
SO
152
STRS Ohio
Ohio
$15.4M +$10.9M +142,821 +3,730%
SAM
153
Storebrand Asset Management
Norway
$14.9M +$886K +11,567 +9%
HLC
154
Hunt Lane Capital
New York
$14.7M +$8.8M +115,000 +460%
TIM
155
Thornburg Investment Management
New Mexico
$14M -$9.86M -128,854 -49%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$13.9M -$447K -5,844 -4%
NI
157
Nepsis Inc
Minnesota
$13.8M -$1.11M -14,530 -10%
Invesco
158
Invesco
Georgia
$13.6M +$1.59M +20,731 +19%
HighTower Advisors
159
HighTower Advisors
Illinois
$13.4M +$2.62M +34,170 +36%
FAF
160
Fjarde Ap-fonden
Sweden
$13.3M -$122K -1,600 -1%
JMPWA
161
JP Morgan Private Wealth Advisors
California
$13.3M +$2.84M +37,107 +42%
Stifel Financial
162
Stifel Financial
Missouri
$13M -$5.75M -75,135 -38%
Aviva
163
Aviva
United Kingdom
$12.6M -$70.8K -925 -0.8%
AP
164
Atlas Principals
North Carolina
$12.6M +$2.91M +38,000 +46%
ACI
165
AMP Capital Investors
Australia
$12.2M +$2.36M +30,876 +36%
JAM
166
Jupiter Asset Management
United Kingdom
$12.2M -$6.13M -80,015 -41%
Twin Tree Management
167
Twin Tree Management
Texas
$12.1M -$27.9M -363,811 -76%
LFDLE
168
La Financiere de L'Echiquier
France
$12M +$3.51M +45,835 +67%
EAM
169
Erste Asset Management
Austria
$11.2M
SEI Investments
170
SEI Investments
Pennsylvania
$11.1M -$1.32M -17,228 -14%
WMC
171
Westwood Management Corporation
Illinois
$10.7M
Mitsubishi UFJ Asset Management
172
Mitsubishi UFJ Asset Management
Japan
$10.7M -$5.58M -72,892 -42%
Chevy Chase Trust
173
Chevy Chase Trust
Maryland
$10.6M +$33.5K +438 +0.4%
AP
174
Archon Partners
New Jersey
$10.5M +$7.66M +100,000 New
First Trust Advisors
175
First Trust Advisors
Illinois
$10.3M +$7.22M +94,355 +2,373%

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.