Block Inc
656 hedge funds and large institutions have $12.3B invested in Block Inc in 2018 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 233 increasing their positions, 190 reducing their positions, and 113 closing their positions.
55% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 113
23% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 190
10% more funds holding
Funds holding: 599 → 656 (+57)
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
4.3% more ownership
Funds ownership: 66.75% → 71.05% (+4.3%)
38% less capital invested
Capital invested by funds: $19.9B → $12.3B (-$7.63B)
48% less call options, than puts
Call options by funds: $1.43B | Put options by funds: $2.73B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$436M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$266M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$230M |
| 4 |
Jennison Associates
New York
|
+$174M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$663M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$500M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$103M |
| 4 |
Two Sigma Advisers
New York
|
-$77.1M |
| 5 |
D.E. Shaw & Co
New York
|
-$63M |
XYZ Hedge Fund Activity: Q4 2018 in Review
656 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2018, worth a combined $12.3B — down 38% from $19.9B a quarter earlier.
Buyers outnumbered sellers: 175 funds opened new XYZ positions and 113 closed out — a net gain of 62 holders — while 233 added to existing stakes and 190 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $436M. The largest seller was Fidelity Investments, cutting an estimated $663M.
- 656 institutional investors held Block Inc (XYZ) as of Q4 2018, up from 599 in Q3 2018.
- Funds reported $12.3B of Block Inc stock for Q4 2018, down 38% quarter-over-quarter.
- 175 funds opened new Block Inc positions in Q4 2018 and 113 closed out, a net change of +62 holders.
- The largest Block Inc buyer in Q4 2018 was Morgan Stanley, an estimated $436M added.
- The largest Block Inc seller in Q4 2018 was Fidelity Investments, an estimated $663M sold.
Based on aggregated 13F filings for Q4 2018.