Block Inc
XYZ
757 hedge funds and large institutions have $14.7B invested in Block Inc in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 301 increasing their positions, 238 reducing their positions, and 148 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 238
21% more funds holding in top 10
Funds holding in top 10: 24 → 29 (+5)
5.43% more ownership
Funds ownership: 73.63% → 79.06% (+5.4%)
4% less funds holding
Funds holding: 786 → 757 (-29)
8% less capital invested
Capital invested by funds: $16B → $14.7B (-$1.31B)
14% less first-time investments, than exits
New positions opened: 127 | Existing positions closed: 148
38% less call options, than puts
Call options by funds: $1.16B | Put options by funds: $1.88B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$638M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
+$390M |
| 3 |
Morgan Stanley
New York
|
+$376M |
| 4 |
Goldman Sachs
New York
|
+$234M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$227M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$628M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$391M |
| 3 |
Jennison Associates
New York
|
-$334M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$144M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$137M |
XYZ Hedge Fund Activity: Q1 2020 in Review
757 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2020, worth a combined $14.7B — down 8.2% from $16B a quarter earlier.
Sellers outnumbered buyers: 148 funds closed out of XYZ and 127 opened new positions — a net loss of 21 holders — while 238 trimmed existing stakes and 301 added.
The largest buyer was Wellington Management Group, adding an estimated $638M. The largest seller was Viking Global Investors, exiting entirely with an estimated $628M sold.
- 757 institutional investors held Block Inc (XYZ) as of Q1 2020, down from 786 in Q4 2019.
- Funds reported $14.7B of Block Inc stock for Q1 2020, down 8.2% quarter-over-quarter.
- 127 funds opened new Block Inc positions in Q1 2020 and 148 closed out, a net change of -21 holders.
- The largest Block Inc buyer in Q1 2020 was Wellington Management Group, an estimated $638M added.
- The largest Block Inc seller in Q1 2020 was Viking Global Investors, an estimated $628M sold.
Based on aggregated 13F filings for Q1 2020.