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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
HighTower Advisors
176
HighTower Advisors
Illinois
$327K +$104K +6,673 +54%
EAM
177
Evanson Asset Management
California
$311K -$526K -33,614 -65%
QSS
178
Quantitative Systematic Strategies
Florida
$301K +$273K +17,427 New
Canada Life
179
Canada Life
Manitoba, Canada
$296K +$81.3K +5,200 +43%
ACM
180
Aviance Capital Management
Florida
$291K +$263K +16,828 New
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$287K -$16.9K -1,080 -6%
PIM
182
Partner Investment Management
California
$286K +$259K +16,548 New
RWP
183
RWA Wealth Partners
Massachusetts
$273K +$247K +15,774 New
TH
184
Timber Hill
Connecticut
$262K +$237K +15,156 New
RJT
185
Raymond James Trust
Florida
$259K
CO
186
Caldwell & Orkin
Georgia
$251K +$227K +14,500 New
GCA
187
Gideon Capital Advisors
New York
$233K -$45.6K -2,915 -18%
Principal Financial Group
188
Principal Financial Group
Iowa
$230K -$21.8K -1,394 -9%
JG
189
Jefferies Group
New York
$230K +$209K +13,337 New
DWM
190
Darwin Wealth Management
Florida
$220K +$199K +12,732 New
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$220K +$200K +12,756 New
PAI
192
Pittenger & Anderson Inc
Nebraska
$216K
IPC
193
Independent Portfolio Consultants
Florida
$208K +$188K +12,020 New
AA
194
Ancora Advisors
Ohio
$207K
IP
195
Intellectus Partners
California
$202K
SC
196
Scotia Capital
Ontario, Canada
$201K +$181K +11,595 New
LFAS
197
Level Four Advisory Services
Texas
$199K +$185K +11,813 New
M&T Bank
198
M&T Bank
New York
$189K
IR
199
Invictus RG
Bermuda
$189K +$171K +10,951 New
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$188K +$170K +10,860 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.