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.
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: 12 → 15 (+3)
9% more funds holding
Funds holding: 267 → 290 (+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
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$264M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$167M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$122M |
| 4 |
Goldman Sachs
New York
|
+$80.5M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$79.6M |
Top Sellers
| 1 |
KDA
KPCB DGF Associates
Menlo Park,
California
|
-$83.3M |
| 2 |
Bank of New York Mellon
New York
|
-$73.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$37.5M |
| 5 |
GAMA
Graticule Asia Macro Advisors
New York
|
-$36.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CL
326
Choreo LLC
Rockford,
Illinois
| – | -$14K | -13,651 | Closed |
|
|
AA
327
Ancora Advisors
Cleveland,
Ohio
| – | -$207K | -12,000 | Closed |
|
|
LFAS
328
Level Four Advisory Services
Dallas,
Texas
| – | -$199K | -11,813 | Closed |
|
|
CWM
329
Concert Wealth Management
San Jose,
California
| – | -$144K | -10,513 | Closed |
|
|
BAAM
330
Baker Avenue Asset Management
San Francisco,
California
| – | -$176K | -10,175 | Closed |
|
|
FPF
331
FNY Partners Fund
New York
| – | -$174K | -10,100 | Closed |
|
|
CSS
332
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$146K | -8,450 | Closed |
|
|
FMA
333
FNY Managed Accounts
New York
| – | -$51K | -2,997 | Closed |
|
|
SCM
334
Segantii Capital Management
Hong Kong
| – | -$43K | -2,500 | Closed |
|
|
BKA
335
Brick & Kyle Associates
Newtown,
Pennsylvania
| – | -$19K | -1,075 | Closed |
|
336
Envestnet Asset Management
Chicago,
Illinois
| – | -$6K | -345 | Closed |
|
|
MPWT
337
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1.9K | -110 | 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.