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XYZ

Block Inc

267 hedge funds and large institutions have $3.05B invested in Block Inc in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 99 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 31

87% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 53

71% more capital invested

Capital invested by funds: $1.79B → $3.05B (+$1.27B)

49% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $17.8M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

14% more funds holding

Funds holding: 234267 (+33)

6.31% more ownership

Funds ownership: 78.9%85.21% (+6.3%)

Holders
267
Holders Change
+33
Holders Change %
+14.1%
% of All Funds
6.65%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
74
Increased
99
Reduced
53
Closed
31
Calls
$26.5M
Puts
$17.8M
Net Calls
+$8.65M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MSU
151
Mizuho Securities USA
New York
$760K -$78.2K -5,000 -10%
CCM
152
Cadence Capital Management
Massachusetts
$728K +$258K +16,470 +64%
SUT
153
SC US (TTGP)
California
$693K
TSS
154
Two Sigma Securities
New York
$686K +$621K +39,701 New
Wolverine Trading
155
Wolverine Trading
Illinois
$685K +$618K +39,536 New
AQR Capital Management
156
AQR Capital Management
Connecticut
$679K +$615K +39,320 New
B
157
Barings
North Carolina
$678K +$307K +19,600 +100%
BBCM
158
Boardman Bay Capital Management
New York
$650K +$588K +37,602 New
SFSIG
159
San Francisco Sentry Investment Group
California
$606K +$548K +35,050 New
ST
160
Spot Trading
Illinois
$605K +$548K +35,040 New
DIA
161
Denver Investment Advisors
Colorado
$565K +$221K +14,110 +76%
FMT
162
First Mercantile Trust
Tennessee
$547K +$10.8K +690 +2%
HCMNY
163
Howard Capital Management (New York)
New York
$518K +$469K +30,000 New
Legal & General Group
164
Legal & General Group
United Kingdom
$493K +$427K +27,305 +2,211%
Stifel Financial
165
Stifel Financial
Missouri
$461K +$7.4K +473 +2%
AGA
166
Accuvest Global Advisors
Utah
$452K +$409K +26,160 New
CCB
167
Cutter & Co Brokerage
Missouri
$415K +$31.3K +2,000 +9%
SB
168
Suntrust Banks
Georgia
$413K +$374K +23,897 New
RHBC
169
R.H. Bluestein & Co
Michigan
$408K +$56.3K +3,600 +18%
TG
170
TLP Group
Illinois
$381K +$345K +22,061 New
VOYA Investment Management
171
VOYA Investment Management
Georgia
$364K -$16.3K -1,040 -5%
GC
172
Guggenheim Capital
Illinois
$356K +$29.6K +1,890 +10%
SC
173
Skylands Capital
Wisconsin
$346K +$313K +20,000 New
State Board of Administration of Florida Retirement System
174
State Board of Administration of Florida Retirement System
Florida
$342K
MF
175
Magnetar Financial
Illinois
$341K +$309K +19,758 New

XYZ Hedge Fund Activity: Q1 2017 in Review

267 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2017, worth a combined $3.05B — up 71% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new XYZ positions and 31 closed out — a net gain of 43 holders — while 99 added to existing stakes and 53 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $116M. The largest seller was Millennium Management, cutting an estimated $57M.

  • 267 institutional investors held Block Inc (XYZ) as of Q1 2017, up from 234 in Q4 2016.
  • Funds reported $3.05B of Block Inc stock for Q1 2017, up 71% quarter-over-quarter.
  • 74 funds opened new Block Inc positions in Q1 2017 and 31 closed out, a net change of +43 holders.
  • The largest Block Inc buyer in Q1 2017 was Renaissance Technologies, an estimated $116M added.
  • The largest Block Inc seller in Q1 2017 was Millennium Management, an estimated $57M sold.

Based on aggregated 13F filings for Q1 2017.