Block Inc
XYZ
118 hedge funds and large institutions have $594M invested in Block Inc in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 21 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 18
100% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 21
46% more call options, than puts
Call options by funds: $40.4M | Put options by funds: $27.8M
30% more capital invested
Capital invested by funds: $457M → $594M (+$137M)
22% more funds holding
Funds holding: 97 → 118 (+21)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13.89% more ownership
Funds ownership: 114.92% → 128.81% (+14%)
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$14.6M |
| 3 |
Coatue Management
New York
|
+$13M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$11.6M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$8.96M |
Top Sellers
XYZ Hedge Fund Activity: Q1 2016 in Review
118 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2016, worth a combined $594M — up 30% from $457M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new XYZ positions and 21 closed out — a net gain of 21 holders — while 37 added to existing stakes and 18 trimmed.
The largest buyer was Vanguard Group, adding an estimated $16M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $20.9M sold.
- 118 institutional investors held Block Inc (XYZ) as of Q1 2016, up from 97 in Q4 2015.
- Funds reported $594M of Block Inc stock for Q1 2016, up 30% quarter-over-quarter.
- 42 funds opened new Block Inc positions in Q1 2016 and 21 closed out, a net change of +21 holders.
- The largest Block Inc buyer in Q1 2016 was Vanguard Group, an estimated $16M added.
- The largest Block Inc seller in Q1 2016 was William Blair Investment Management, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2016.