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XYZ

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
785
Holders Change
+90
Holders Change %
+12.95%
% of All Funds
15.47%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
170
Increased
230
Reduced
260
Closed
67
Calls
$1.24B
Puts
$2.69B
Net Calls
-$1.45B
Net Calls Change
+$296M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$526M
2
Morgan Stanley
Morgan Stanley
New York
+$182M
3
HCM
HMI Capital Management
California
+$87.4M
4
FCM
Frontier Capital Management
Massachusetts
+$74.1M
5
Holocene Advisors
Holocene Advisors
New York
+$65.8M

Top Sellers

Rank Fund Capital Flow
1
Coatue Management
Coatue Management
New York
-$199M
2
Jennison Associates
Jennison Associates
New York
-$165M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$149M
4
Goldman Sachs
Goldman Sachs
New York
-$134M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$81M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
751
Liberty Wealth Management
California
$3K – – –
NCM
752
New Capital Management
Texas
$3K – – –
TFA
753
Toth Financial Advisory
Virginia
$3K – – –
TCOV
754
Trust Company of Vermont
Vermont
$3K – – –
FPS
755
Fieldpoint Private Securities
Connecticut
$3K +$575 +9 +22%
KPW
756
Kore Private Wealth
New York
$3K +$2.68K +42 New
BWM
757
BerganKDV Wealth Management
Minnesota
$3K +$3.07K +48 New
BWA
758
Burt Wealth Advisors
Maryland
$3K +$3.19K +50 New
TA
759
TFG Advisers
Michigan
$3K +$3.19K +50 New
BSG
760
Black Swift Group
Colorado
$2K – – –
JFA
761
JNBA Financial Advisors
Minnesota
$2K – – –
RFM
762
Royal Fund Management
Florida
$2K +$1.6K +25 +114%
OSAM
763
O'Shaughnessy Asset Management
Connecticut
$2K +$1.73K +27 New
CCM
764
Cribstone Capital Management
Maine
$2K +$1.85K +29 New
WCM
765
Wealthcare Capital Management
Virginia
$2K +$2.3K +36 New
EWP
766
Engrave Wealth Partners
Texas
$2K +$2.49K +39 New
AA
767
Advisory Alpha
Michigan
$1.78K – – –
HFM
768
Harvest Fund Management
China
$1K -$8.63K -135 -91%
BCH
769
Berkshire Capital Holdings
California
$1K – – –
RMC
770
Resources Management Corp
Connecticut
$1K – – –
SIM
771
Sonora Investment Management
Arizona
$1K – – –
SIS
772
Sound Income Strategies
Florida
$1K – – –
BHWM
773
Bay Harbor Wealth Management
Maryland
$1K +$320 +5 +42%
CP
774
Corbenic Partners
Pennsylvania
$1K +$703 +11 New
PC
775
Permanens Capital
New York
$1K +$767 +12 New
29 30
31
32 33

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.