Block Inc
184 hedge funds and large institutions have $1.09B invested in Block Inc in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 29 closing their positions.
405% more call options, than puts
Call options by funds: $74.7M | Put options by funds: $14.8M
110% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 29
109% more capital invested
Capital invested by funds: $522M → $1.09B (+$571M)
71% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 34
22.93% more ownership
Funds ownership: 53.14% → 76.07% (+23%)
21% more funds holding
Funds holding: 152 → 184 (+32)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$67.1M |
| 2 |
JP Morgan Chase
New York
|
+$58.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.1M |
| 4 |
Bank of New York Mellon
New York
|
+$41.4M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$25.1M |
| 2 |
SM
SCGE Management
Menlo Park,
California
|
-$22.6M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$15.2M |
| 4 |
Tiger Global Management
New York
|
-$10.7M |
| 5 |
GE
General Electric
Evendale,
Ohio
|
-$5.47M |
XYZ Hedge Fund Activity: Q3 2016 in Review
184 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2016, worth a combined $1.09B — up 109% from $522M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new XYZ positions and 29 closed out — a net gain of 32 holders — while 58 added to existing stakes and 34 trimmed.
The largest buyer was Capital World Investors, adding an estimated $67.1M. The largest seller was State of Michigan Retirement System, cutting an estimated $25.1M.
- 184 institutional investors held Block Inc (XYZ) as of Q3 2016, up from 152 in Q2 2016.
- Funds reported $1.09B of Block Inc stock for Q3 2016, up 109% quarter-over-quarter.
- 61 funds opened new Block Inc positions in Q3 2016 and 29 closed out, a net change of +32 holders.
- The largest Block Inc buyer in Q3 2016 was Capital World Investors, an estimated $67.1M added.
- The largest Block Inc seller in Q3 2016 was State of Michigan Retirement System, an estimated $25.1M sold.
Based on aggregated 13F filings for Q3 2016.