Block Inc
290 hedge funds and large institutions have $4.88B invested in Block Inc in 2017 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 121 increasing their positions, 68 reducing their positions, and 46 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 68
60% more capital invested
Capital invested by funds: $3.05B → $4.88B (+$1.83B)
52% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 46
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
9% more funds holding
Funds holding: 267 → 290 (+23)
5.29% more ownership
Funds ownership: 85.2% → 90.48% (+5.3%)
8% more call options, than puts
Call options by funds: $54.4M | Put options by funds: $50.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$264M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$167M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$122M |
| 4 |
Goldman Sachs
New York
|
+$80.5M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$79.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KDA
KPCB DGF Associates
Menlo Park,
California
|
-$83.3M |
| 2 |
Bank of New York Mellon
New York
|
-$73.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$37.5M |
| 5 |
GAMA
Graticule Asia Macro Advisors
New York
|
-$36.6M |
XYZ Hedge Fund Activity: Q2 2017 in Review
290 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2017, worth a combined $4.88B — up 60% from $3.05B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new XYZ positions and 46 closed out — a net gain of 24 holders — while 121 added to existing stakes and 68 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $264M. The largest seller was KPCB DGF Associates, cutting an estimated $83.3M.
- 290 institutional investors held Block Inc (XYZ) as of Q2 2017, up from 267 in Q1 2017.
- Funds reported $4.88B of Block Inc stock for Q2 2017, up 60% quarter-over-quarter.
- 70 funds opened new Block Inc positions in Q2 2017 and 46 closed out, a net change of +24 holders.
- The largest Block Inc buyer in Q2 2017 was Fidelity Investments, an estimated $264M added.
- The largest Block Inc seller in Q2 2017 was KPCB DGF Associates, an estimated $83.3M sold.
Based on aggregated 13F filings for Q2 2017.