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XYZ

Block Inc
XYZ

1,029 hedge funds and large institutions have $31.1B invested in Block Inc in 2023 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 305 increasing their positions, 332 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 257 | Existing positions closed: 101

89% more capital invested

Capital invested by funds: $16.5B → $31.1B (+$14.6B)

79% more funds holding in top 10

Funds holding in top 10: 19 → 34 (+15)

19% more call options, than puts

Call options by funds: $3.24B | Put options by funds: $2.71B

16% more funds holding

Funds holding: 886 → 1,029 (+143)

5.03% more ownership

Funds ownership: 67.61% → 72.64% (+5%)

8% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 332

Holders
1,029
Holders Change
+143
Holders Change %
+16.14%
% of All Funds
15%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.5%
New
257
Increased
305
Reduced
332
Closed
101
Calls
$3.24B
Puts
$2.71B
Net Calls
+$522M
Net Calls Change
+$273M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.17B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$326M
3
Ameriprise
Ameriprise
Minnesota
+$204M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$174M
5
Citadel Advisors
Citadel Advisors
Florida
+$166M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$545M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$220M
3
DIG
Dragoneer Investment Group
California
-$157M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$148M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1051
Prana Capital Management
Connecticut
– -$2.37M -53,495 Closed
HT
1052
HAP Trading
New York
– -$3.02M -53,406 Closed
PRC
1053
Pearl River Capital
Michigan
– -$2.31M -52,223 Closed
XC
1054
XY Capital
Hong Kong
– -$2.3M -51,965 Closed
PFM
1055
Privium Fund Management
Netherlands
– -$2.21M -50,000 Closed
N
1056
Natixis
France
– -$2.18M -49,310 Closed
OAM
1057
Oppenheimer Asset Management
New York
– -$2.14M -48,444 Closed
APM
1058
Advanced Portfolio Management
New York
– -$1.77M -40,000 Closed
WMSA
1059
Weiss Multi-Strategy Advisers
New York
– -$1.77M -40,000 Closed
ICM
1060
Invenomic Capital Management
Massachusetts
– -$1.76M -39,695 Closed
SPW
1061
Surience Private Wealth
Washington
– -$1.68M -37,885 Closed
RCW
1062
Rheos Capital Works
Japan
– -$1.47M -33,300 Closed
AIM
1063
Aigen Investment Management
New York
– -$1.29M -29,065 Closed
SPA
1064
Sherbrooke Park Advisers
New York
– -$1.17M -26,364 Closed
AIM
1065
Allen Investment Management
New York
– -$1.15M -25,998 Closed
PFO
1066
PMC FIG Opportunities
Israel
– -$996K -22,500 Closed
TCM
1067
Teza Capital Management
Illinois
– -$976K -22,056 Closed
DTL
1068
Dynamic Technology Lab
Singapore
– -$973K -21,989 Closed
ECU
1069
Eisler Capital (US)
New York
– -$1.23M -21,798 Closed
SC
1070
Slow Capital
California
– -$929K -20,999 Closed
BC
1071
Bridgefront Capital
Texas
– -$826K -18,671 Closed
AAM
1072
Ardevora Asset Management
United Kingdom
– -$784K -17,711 Closed
Boston Partners
1073
Boston Partners
Massachusetts
– -$165K -16,679 Closed
SLI
1074
Sumitomo Life Insurance
Japan
– -$691K -15,619 Closed
AG
1075
Artal Group
Luxembourg
– -$686K -15,500 Closed
41 42
43
44 45

XYZ Hedge Fund Activity: Q4 2023 in Review

1,029 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2023, worth a combined $31.1B — up 89% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 257 funds opened new XYZ positions and 101 closed out — a net gain of 156 holders — while 305 added to existing stakes and 332 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.17B. The largest seller was Viking Global Investors, exiting entirely with an estimated $545M sold.

  • 1,029 institutional investors held Block Inc (XYZ) as of Q4 2023, up from 886 in Q3 2023.
  • Funds reported $31.1B of Block Inc stock for Q4 2023, up 89% quarter-over-quarter.
  • 257 funds opened new Block Inc positions in Q4 2023 and 101 closed out, a net change of +156 holders.
  • The largest Block Inc buyer in Q4 2023 was Morgan Stanley, an estimated $1.17B added.
  • The largest Block Inc seller in Q4 2023 was Viking Global Investors, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2023.