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XYZ

Block Inc
XYZ

184 hedge funds and large institutions have $1.09B invested in Block Inc in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $74.7M | Put options by funds: $14.8M

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

109% more capital invested

Capital invested by funds: $522M → $1.09B (+$571M)

71% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 34

22.93% more ownership

Funds ownership: 53.14% → 76.07% (+23%)

21% more funds holding

Funds holding: 152 → 184 (+32)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
184
Holders Change
+32
Holders Change %
+21.05%
% of All Funds
4.91%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
61
Increased
58
Reduced
34
Closed
29
Calls
$74.7M
Puts
$14.8M
Net Calls
+$59.9M
Net Calls Change
+$70.6M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$67.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$58.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$58.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$41.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$28.8M

Top Sellers

Rank Fund Capital Flow
1
SOMRS
State of Michigan Retirement System
Michigan
-$25.1M
2
SM
SCGE Management
California
-$22.6M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$15.2M
4
Tiger Global Management
Tiger Global Management
New York
-$10.7M
5
GE
General Electric
Ohio
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIT
26
BlackRock Institutional Trust
California
$10.3M +$3.75M +342,843 +64%
Two Sigma Investments
27
Two Sigma Investments
New York
$9.51M +$5.2M +476,055 +140%
NIP
28
Nicholas Investment Partners
California
$9.14M +$8.56M +783,932 New
Coatue Management
29
Coatue Management
New York
$6.19M -$955K -87,384 -14%
BFA
30
BlackRock Fund Advisors
California
$5.4M +$99.4K +9,096 +2%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$5.4M +$5.06M +463,155 New
BIM
32
BlackRock Investment Management
Delaware
$5.38M +$2.73M +250,192 +118%
Millennium Management
33
Millennium Management
New York
$5.36M -$3.74M -342,534 -43%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$3.85M -$416K -38,100 -10%
Morgan Stanley
35
Morgan Stanley
New York
$3.4M -$3.44M -315,026 -52%
PCM
36
Portolan Capital Management
Massachusetts
$3.11M +$2.91M +266,569 New
AO
37
Allen Operations
New York
$3.06M – – –
Wells Fargo
38
Wells Fargo
California
$3.02M -$244K -22,310 -8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.01M +$1.38M +126,328 +96%
LCM
40
Landscape Capital Management
New Jersey
$2.54M +$1.22M +111,874 +105%
Northern Trust
41
Northern Trust
Illinois
$2.53M +$578K +52,901 +32%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$2.44M +$165K +15,150 +8%
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.32M +$2.11M +192,798 +2,975%
First Trust Advisors
44
First Trust Advisors
Illinois
$2.1M +$42.8K +3,917 +2%
OCM
45
Osterweis Capital Management
California
$2.04M +$273K +25,000 +17%
GGHC
46
Gilder Gagnon Howe & Co
New York
$1.96M +$858K +78,508 +88%
JGC
47
J. Goldman & Co
New York
$1.94M +$1.82M +166,200 New
PPA
48
Parametric Portfolio Associates
Washington
$1.65M +$1.55M +141,845 New
Macquarie Group
49
Macquarie Group
Australia
$1.6M +$1.5M +136,958 New
OAC
50
OMERS Administration Corp
Ontario, Canada
$1.59M +$1.49M +136,500 New
1
2
3 4 5

XYZ Hedge Fund Activity: Q3 2016 in Review

184 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2016, worth a combined $1.09B — up 109% from $522M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new XYZ positions and 29 closed out — a net gain of 32 holders — while 58 added to existing stakes and 34 trimmed.

The largest buyer was Capital World Investors, adding an estimated $67.1M. The largest seller was State of Michigan Retirement System, cutting an estimated $25.1M.

  • 184 institutional investors held Block Inc (XYZ) as of Q3 2016, up from 152 in Q2 2016.
  • Funds reported $1.09B of Block Inc stock for Q3 2016, up 109% quarter-over-quarter.
  • 61 funds opened new Block Inc positions in Q3 2016 and 29 closed out, a net change of +32 holders.
  • The largest Block Inc buyer in Q3 2016 was Capital World Investors, an estimated $67.1M added.
  • The largest Block Inc seller in Q3 2016 was State of Michigan Retirement System, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2016.