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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
Manulife (Manufacturers Life Insurance)
201
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$187K +$20.3K +1,296 +14%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$181K
BMC
203
Benin Management Corp
Connecticut
$180K
BRWA
204
B. Riley Wealth Advisors
Florida
$177K +$160K +10,235 New
IA
205
IFP Advisors
Florida
$176K +$124K +7,915 +352%
BAAM
206
Baker Avenue Asset Management
California
$176K +$159K +10,175 New
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$175K +$469 +30 +0.3%
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$174K -$279K -17,856 -64%
FPF
209
FNY Partners Fund
New York
$174K +$56.3K +3,600 +55%
ACP
210
Aviance Capital Partners
Florida
$173K
B
211
Bellecapital
Switzerland
$173K
Neuberger Berman Group
212
Neuberger Berman Group
New York
$173K
PP
213
Peconic Partners
New York
$173K
AG
214
Advisor Group
Arizona
$172K -$84.1K -5,377 -35%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$159K +$41.4K +2,644 +40%
SFPIA
216
Stevens First Principles Investment Advisors
California
$149K
CSS
217
Cubist Systematic Strategies
Connecticut
$146K -$741K -47,357 -85%
Creative Planning
218
Creative Planning
Kansas
$145K -$46.4K -2,969 -26%
CWM
219
Concert Wealth Management
California
$144K +$164K +10,513 New
PCM
220
Prelude Capital Management
New York
$135K +$122K +7,810 New
JIM
221
Jupiter Investment Management
United Kingdom
$131K +$119K +7,600 New
CG
222
Cutler Group
California
$130K +$4.47K +286 +4%
GWS
223
Glassman Wealth Services
Virginia
$114K +$97.9K +6,260 +1,987%
Pacer Advisors
224
Pacer Advisors
Pennsylvania
$102K +$17K +1,090 +23%
Zurich Cantonal Bank
225
Zurich Cantonal Bank
Switzerland
$98K +$45.2K +2,889 +105%

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.