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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
Bank of New York Mellon
1
Bank of New York Mellon
New York
$250M +$94.9M +6,065,730 +72%
Capital World Investors
2
Capital World Investors
California
$203M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$192M +$34.1M +2,183,127 +24%
Vanguard Group
4
Vanguard Group
Pennsylvania
$190M +$3.78M +241,563 +2%
Allianz Asset Management
5
Allianz Asset Management
Germany
$155M +$23.1M +1,475,085 +20%
Renaissance Technologies
6
Renaissance Technologies
New York
$148M +$116M +7,422,000 +642%
KDA
7
KPCB DGF Associates
California
$114M
Wells Fargo
8
Wells Fargo
California
$113M +$67.4M +4,308,881 +196%
BlackRock
9
BlackRock
New York
$93M +$83M +5,309,197 +7,162%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$72.9M +$47.5M +3,037,733 +258%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$59.1M -$31.2M -1,995,633 -37%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$55.7M +$24.1M +1,543,900 +89%
CI
13
Clal Insurance
Israel
$53.6M +$6.26M +400,000 +15%
Two Sigma Investments
14
Two Sigma Investments
New York
$51.2M +$12M +766,282 +35%
GAMA
15
Graticule Asia Macro Advisors
New York
$48.8M +$44.2M +2,824,039 New
SMDAM
16
Sumitomo Mitsui DS Asset Management
Japan
$45.9M -$8.56M -547,570 -17%
LSCM
17
Light Street Capital Management
California
$45.8M +$11.7M +750,000 +39%
DIG
18
Dragoneer Investment Group
California
$43.7M -$21M -1,345,032 -35%
Deutsche Bank
19
Deutsche Bank
Germany
$42.1M +$25.3M +1,618,149 +198%
EAM
20
EastBay Asset Management
New York
$42M +$16.8M +1,075,610 +79%
State Street
21
State Street
Massachusetts
$40.5M +$19.1M +1,218,088 +108%
Victory Capital Management
22
Victory Capital Management
Texas
$39.5M +$12.3M +788,430 +53%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$37.5M -$4.68M -299,174 -12%
CCI
24
Columbus Circle Investors
$33.6M +$230K +14,691 +0.8%
HLA
25
Hamilton Lane Advisors
Pennsylvania
$33.6M +$25.5M +1,632,263 +526%

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.