Block Inc
XYZ
490 hedge funds and large institutions have $10.4B invested in Block Inc in 2018 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 169 increasing their positions, 137 reducing their positions, and 54 closing their positions.
111% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 54
45% more capital invested
Capital invested by funds: $7.18B → $10.4B (+$3.24B)
23% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 137
13% more funds holding
Funds holding: 432 → 490 (+58)
2.37% less ownership
Funds ownership: 77.18% → 74.81% (-2.4%)
20% less funds holding in top 10
Funds holding in top 10: 20 → 16 (-4)
39% less call options, than puts
Call options by funds: $884M | Put options by funds: $1.45B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$306M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$169M |
| 3 |
Morgan Stanley
New York
|
+$147M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$124M |
| 5 |
D.E. Shaw & Co
New York
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$248M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$201M |
| 3 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
-$152M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$97.1M |
| 5 |
Barclays
London,
United Kingdom
|
-$68.3M |
XYZ Hedge Fund Activity: Q1 2018 in Review
490 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2018, worth a combined $10.4B — up 45% from $7.18B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new XYZ positions and 54 closed out — a net gain of 60 holders — while 169 added to existing stakes and 137 trimmed.
The largest buyer was Jennison Associates, adding an estimated $306M. The largest seller was Allianz Asset Management, cutting an estimated $248M.
- 490 institutional investors held Block Inc (XYZ) as of Q1 2018, up from 432 in Q4 2017.
- Funds reported $10.4B of Block Inc stock for Q1 2018, up 45% quarter-over-quarter.
- 114 funds opened new Block Inc positions in Q1 2018 and 54 closed out, a net change of +60 holders.
- The largest Block Inc buyer in Q1 2018 was Jennison Associates, an estimated $306M added.
- The largest Block Inc seller in Q1 2018 was Allianz Asset Management, an estimated $248M sold.
Based on aggregated 13F filings for Q1 2018.