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XYZ

Block Inc

267 hedge funds and large institutions have $3.05B invested in Block Inc in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 99 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 31

87% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 53

71% more capital invested

Capital invested by funds: $1.79B → $3.05B (+$1.27B)

49% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $17.8M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

14% more funds holding

Funds holding: 234267 (+33)

6.31% more ownership

Funds ownership: 78.9%85.21% (+6.3%)

Holders
267
Holders Change
+33
Holders Change %
+14.1%
% of All Funds
6.65%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
74
Increased
99
Reduced
53
Closed
31
Calls
$26.5M
Puts
$17.8M
Net Calls
+$8.65M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
226
Financial Architects (New Jersey)
New Jersey
$86K +$43.8K +2,800 +128%
US Bancorp
227
US Bancorp
Minnesota
$82K +$1.78K +114 +2%
PA
228
Parallel Advisors
California
$80K +$31K +1,981 +83%
GXMC
229
Global X Management Company
New York
$72K -$203 -13 -0.3%
MLICM
230
Metropolitan Life Insurance Company (MetLife)
New York
$61K
DADC
231
D.A. Davidson & Co
Montana
$51K +$1.56K +100 +3%
FMA
232
FNY Managed Accounts
New York
$51K +$46.9K +2,997 New
EWM
233
Endurance Wealth Management
Rhode Island
$43K
SPIA
234
Steward Partners Investment Advisory
New York
$43K
SCM
235
Segantii Capital Management
Hong Kong
$43K +$39.1K +2,500 New
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.5K +$33.9K +2,170 New
First Eagle Investment Management
237
First Eagle Investment Management
New York
$34K
WIM
238
Westside Investment Management
California
$26.9K +$2.35K +150 +10%
SIAP
239
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K +$17.2K +1,100 +1,100%
AIG
240
American International Group
New York
$20K -$688 -44 -4%
BKA
241
Brick & Kyle Associates
Pennsylvania
$19K
CTC
242
Central Trust Company
Missouri
$19K
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$18K
SIC
244
Salem Investment Counselors
North Carolina
$17K
GWM
245
Geneos Wealth Management
Colorado
$16K
CAL
246
Capital Advisors Ltd
Ohio
$16K +$14.1K +900 New
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$15K -$25K -1,600 -64%
CL
248
Choreo LLC
Illinois
$14K +$214K +13,651 New
LWCFA
249
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
TDC
250
Thompson Davis & Co
Virginia
$13K +$3.91K +250 +50%

XYZ Hedge Fund Activity: Q1 2017 in Review

267 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2017, worth a combined $3.05B — up 71% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new XYZ positions and 31 closed out — a net gain of 43 holders — while 99 added to existing stakes and 53 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $116M. The largest seller was Millennium Management, cutting an estimated $57M.

  • 267 institutional investors held Block Inc (XYZ) as of Q1 2017, up from 234 in Q4 2016.
  • Funds reported $3.05B of Block Inc stock for Q1 2017, up 71% quarter-over-quarter.
  • 74 funds opened new Block Inc positions in Q1 2017 and 31 closed out, a net change of +43 holders.
  • The largest Block Inc buyer in Q1 2017 was Renaissance Technologies, an estimated $116M added.
  • The largest Block Inc seller in Q1 2017 was Millennium Management, an estimated $57M sold.

Based on aggregated 13F filings for Q1 2017.