Block Inc
XYZ
598 hedge funds and large institutions have $19.9B invested in Block Inc in 2018 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 221 increasing their positions, 191 reducing their positions, and 48 closing their positions.
142% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 48
53% more funds holding in top 10
Funds holding in top 10: 19 → 29 (+10)
51% more capital invested
Capital invested by funds: $13.2B → $19.9B (+$6.76B)
16% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 191
12% more funds holding
Funds holding: 533 → 598 (+65)
7.13% less ownership
Funds ownership: 73.87% → 66.75% (-7.1%)
58% less call options, than puts
Call options by funds: $1.37B | Put options by funds: $3.26B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$370M |
| 2 |
Two Sigma Advisers
New York
|
+$129M |
| 3 |
BlackRock
New York
|
+$98.6M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$98.2M |
| 5 |
Goldman Sachs
New York
|
+$64.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$284M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$190M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$182M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$166M |
| 5 |
Bank of New York Mellon
New York
|
-$117M |
XYZ Hedge Fund Activity: Q3 2018 in Review
598 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2018, worth a combined $19.9B — up 51% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new XYZ positions and 48 closed out — a net gain of 68 holders — while 221 added to existing stakes and 191 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $370M. The largest seller was Vanguard Group, cutting an estimated $284M.
- 598 institutional investors held Block Inc (XYZ) as of Q3 2018, up from 533 in Q2 2018.
- Funds reported $19.9B of Block Inc stock for Q3 2018, up 51% quarter-over-quarter.
- 116 funds opened new Block Inc positions in Q3 2018 and 48 closed out, a net change of +68 holders.
- The largest Block Inc buyer in Q3 2018 was Fidelity Investments, an estimated $370M added.
- The largest Block Inc seller in Q3 2018 was Vanguard Group, an estimated $284M sold.
Based on aggregated 13F filings for Q3 2018.