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XYZ

Block Inc

290 hedge funds and large institutions have $4.87B invested in Block Inc in 2017 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 121 increasing their positions, 69 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 69

60% more capital invested

Capital invested by funds: $3.05B → $4.87B (+$1.82B)

52% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 46

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

9% more funds holding

Funds holding: 267290 (+23)

5.28% more ownership

Funds ownership: 85.21%90.48% (+5.3%)

1% less call options, than puts

Call options by funds: $48.9M | Put options by funds: $49.3M

Holders
290
Holders Change
+23
Holders Change %
+8.61%
% of All Funds
7.23%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
70
Increased
121
Reduced
69
Closed
46
Calls
$48.9M
Puts
$49.3M
Net Calls
-$383K
Net Calls Change
-$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
301
Capstone Investment Advisors
New York
-$4.44M -256,993 Closed
WAM
302
Wolverine Asset Management
Illinois
-$2.94M -170,000 Closed
OAC
303
OMERS Administration Corp
Ontario, Canada
-$2.65M -153,200 Closed
QC
304
Quadrature Capital
United Kingdom
-$2.5M -145,067 Closed
HI
305
HBK Investments
Texas
-$2.16M -125,000 Closed
Lazard Asset Management
306
Lazard Asset Management
New York
-$2.16M -125,000 Closed
SC
307
Sculptor Capital
New York
-$2.16M -125,000 Closed
TI
308
Turner Investments
Pennsylvania
-$1.94M -112,130 Closed
Credit Agricole
309
Credit Agricole
France
-$1.86M -107,350 Closed
Balyasny Asset Management
310
Balyasny Asset Management
Illinois
-$1.81M -104,997 Closed
LA
311
Linden Advisors
New York
-$1.81M -104,691 Closed
BIM
312
Bogle Investment Management
Massachusetts
-$1.46M -84,221 Closed
SCA
313
Secor Capital Advisors
New York
-$1.3M -75,476 Closed
WMSA
314
Weiss Multi-Strategy Advisers
New York
-$1.21M -70,000 Closed
PM
315
Precept Management
Texas
-$864K -50,000 Closed
BFM
316
Boothbay Fund Management
New York
-$763K -44,163 Closed
BBCM
317
Boardman Bay Capital Management
New York
-$650K -37,602 Closed
DIA
318
Denver Investment Advisors
Colorado
-$565K -32,705 Closed
HCMNY
319
Howard Capital Management (New York)
New York
-$518K -30,000 Closed
SB
320
Suntrust Banks
Georgia
-$413K -23,897 Closed
SC
321
Skylands Capital
Wisconsin
-$346K -20,000 Closed
MF
322
Magnetar Financial
Illinois
-$341K -19,758 Closed
QSS
323
Quantitative Systematic Strategies
Florida
-$301K -17,427 Closed
TH
324
Timber Hill
Connecticut
-$262K -15,156 Closed
CO
325
Caldwell & Orkin
Georgia
-$251K -14,500 Closed

XYZ Hedge Fund Activity: Q2 2017 in Review

290 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2017, worth a combined $4.87B — up 60% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new XYZ positions and 46 closed out — a net gain of 24 holders — while 121 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $264M. The largest seller was KPCB DGF Associates, cutting an estimated $83.3M.

  • 290 institutional investors held Block Inc (XYZ) as of Q2 2017, up from 267 in Q1 2017.
  • Funds reported $4.87B of Block Inc stock for Q2 2017, up 60% quarter-over-quarter.
  • 70 funds opened new Block Inc positions in Q2 2017 and 46 closed out, a net change of +24 holders.
  • The largest Block Inc buyer in Q2 2017 was Fidelity Investments, an estimated $264M added.
  • The largest Block Inc seller in Q2 2017 was KPCB DGF Associates, an estimated $83.3M sold.

Based on aggregated 13F filings for Q2 2017.