Block Inc
XYZ
785 hedge funds and large institutions have $16B invested in Block Inc in 2019 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 67 closing their positions.
154% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 67
13% more funds holding
Funds holding: 695 → 785 (+90)
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
2% more capital invested
Capital invested by funds: $15.6B → $16B (+$387M)
0.06% more ownership
Funds ownership: 73.58% → 73.63% (+0.06%)
12% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 260
54% less call options, than puts
Call options by funds: $1.24B | Put options by funds: $2.69B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$526M |
| 2 |
Morgan Stanley
New York
|
+$182M |
| 3 |
HCM
HMI Capital Management
San Francisco,
California
|
+$87.4M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$74.1M |
| 5 |
Holocene Advisors
New York
|
+$65.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Coatue Management
New York
|
-$199M |
| 2 |
Jennison Associates
New York
|
-$165M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$149M |
| 4 |
Goldman Sachs
New York
|
-$134M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$81M |
XYZ Hedge Fund Activity: Q4 2019 in Review
785 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2019, worth a combined $16B — up 2.5% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new XYZ positions and 67 closed out — a net gain of 103 holders — while 230 added to existing stakes and 260 trimmed.
The largest buyer was Capital World Investors, adding an estimated $526M. The largest seller was Coatue Management, cutting an estimated $199M.
- 785 institutional investors held Block Inc (XYZ) as of Q4 2019, up from 695 in Q3 2019.
- Funds reported $16B of Block Inc stock for Q4 2019, up 2.5% quarter-over-quarter.
- 170 funds opened new Block Inc positions in Q4 2019 and 67 closed out, a net change of +103 holders.
- The largest Block Inc buyer in Q4 2019 was Capital World Investors, an estimated $526M added.
- The largest Block Inc seller in Q4 2019 was Coatue Management, an estimated $199M sold.
Based on aggregated 13F filings for Q4 2019.