Block Inc
234 hedge funds and large institutions have $1.79B invested in Block Inc in 2016 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 84 increasing their positions, 36 reducing their positions, and 26 closing their positions.
219% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 26
172% more call options, than puts
Call options by funds: $38.1M | Put options by funds: $14M
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
133% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 36
63% more capital invested
Capital invested by funds: $1.1B → $1.79B (+$693M)
27% more funds holding
Funds holding: 184 → 234 (+50)
2.93% more ownership
Funds ownership: 76.07% → 79% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$99.6M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$65.7M |
| 3 |
Bank of New York Mellon
New York
|
+$56.3M |
| 4 |
Millennium Management
New York
|
+$52.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$47.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$95M |
| 2 |
JP Morgan Chase
New York
|
-$65.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$44.4M |
| 4 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
-$26.8M |
| 5 |
Blackstone Inc
New York
|
-$14.9M |
XYZ Hedge Fund Activity: Q4 2016 in Review
234 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2016, worth a combined $1.79B — up 63% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new XYZ positions and 26 closed out — a net gain of 57 holders — while 84 added to existing stakes and 36 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $99.6M. The largest seller was State of Michigan Retirement System, cutting an estimated $95M.
- 234 institutional investors held Block Inc (XYZ) as of Q4 2016, up from 184 in Q3 2016.
- Funds reported $1.79B of Block Inc stock for Q4 2016, up 63% quarter-over-quarter.
- 83 funds opened new Block Inc positions in Q4 2016 and 26 closed out, a net change of +57 holders.
- The largest Block Inc buyer in Q4 2016 was Fidelity Investments, an estimated $99.6M added.
- The largest Block Inc seller in Q4 2016 was State of Michigan Retirement System, an estimated $95M sold.
Based on aggregated 13F filings for Q4 2016.