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XYZ

Block Inc

757 hedge funds and large institutions have $16.7B invested in Block Inc in 2019 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 282 increasing their positions, 202 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 66

40% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 202

36% more capital invested

Capital invested by funds: $12.3B → $16.7B (+$4.45B)

16% more funds holding

Funds holding: 655757 (+102)

0% more funds holding in top 10

Funds holding in top 10: 3131 (0)

2.79% less ownership

Funds ownership: 71.05%68.26% (-2.8%)

51% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $2.24B

Holders
757
Holders Change
+102
Holders Change %
+15.57%
% of All Funds
16.39%
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
175
Increased
282
Reduced
202
Closed
66
Calls
$1.09B
Puts
$2.24B
Net Calls
-$1.15B
Net Calls Change
+$149M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$136M -$26.2M -361,782 -17%
Wells Fargo
27
Wells Fargo
California
$134M +$22.2M +306,352 +21%
WRF
28
Waddell & Reed Financial
Kansas
$133M +$759K +10,477 +0.6%
SMDAM
29
Sumitomo Mitsui DS Asset Management
Japan
$132M -$17.5M -241,544 -12%
Franklin Resources
30
Franklin Resources
California
$129M -$2.48M -34,169 -2%
JCAM
31
Jericho Capital Asset Management
New York
$123M +$119M +1,639,631 New
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$122M +$5.1M +70,438 +5%
Barclays
33
Barclays
United Kingdom
$122M -$19.6M -270,559 -14%
Legal & General Group
34
Legal & General Group
United Kingdom
$117M +$27M +371,989 +31%
Citadel Advisors
35
Citadel Advisors
Florida
$108M -$44.1M -608,869 -30%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$101M +$17M +233,891 +21%
SUT
37
SC US (TTGP)
California
$101M -$19.6M -269,993 -17%
UBS AM
38
UBS AM
Illinois
$95.2M -$15.3M -210,653 -14%
Renaissance Technologies
39
Renaissance Technologies
New York
$86.5M -$28.1M -387,900 -25%
KDA
40
KPCB DGF Associates
California
$79.8M
Creative Planning
41
Creative Planning
Kansas
$79.5M -$539K -7,432 -0.7%
Swiss National Bank
42
Swiss National Bank
Switzerland
$77.1M +$3.54M +48,900 +5%
Public Employees Retirement Association of Colorado
43
Public Employees Retirement Association of Colorado
Colorado
$76.8M +$1.09M +15,059 +1%
Nomura Asset Management
44
Nomura Asset Management
Japan
$74.1M +$19.1M +262,900 +36%
SMFG
45
Sumitomo Mitsui Financial Group
Japan
$70.8M -$8.5M -117,252 -11%
TCIM
46
TIAA CREF Investment Management
New York
$68.3M +$15.8M +218,528 +32%
Macquarie Group
47
Macquarie Group
Australia
$67.7M +$47.7M +657,865 +267%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$63.7M -$1.33M -18,292 -2%
Korea Investment Corp
49
Korea Investment Corp
South Korea
$61.2M +$8.13M +112,252 +16%
UBS Group
50
UBS Group
Switzerland
$60.1M +$25.7M +354,170 +79%

XYZ Hedge Fund Activity: Q1 2019 in Review

757 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2019, worth a combined $16.7B — up 36% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new XYZ positions and 66 closed out — a net gain of 109 holders — while 282 added to existing stakes and 202 trimmed.

The largest buyer was Jennison Associates, adding an estimated $397M. The largest seller was Capital World Investors, cutting an estimated $423M.

  • 757 institutional investors held Block Inc (XYZ) as of Q1 2019, up from 655 in Q4 2018.
  • Funds reported $16.7B of Block Inc stock for Q1 2019, up 36% quarter-over-quarter.
  • 175 funds opened new Block Inc positions in Q1 2019 and 66 closed out, a net change of +109 holders.
  • The largest Block Inc buyer in Q1 2019 was Jennison Associates, an estimated $397M added.
  • The largest Block Inc seller in Q1 2019 was Capital World Investors, an estimated $423M sold.

Based on aggregated 13F filings for Q1 2019.