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XYZ

Block Inc

754 hedge funds and large institutions have $17.6B invested in Block Inc in 2019 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 299 increasing their positions, 228 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 228

3.73% more ownership

Funds ownership: 68.26%71.99% (+3.7%)

5% more capital invested

Capital invested by funds: $16.7B → $17.6B (+$814M)

4% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 97

0% less funds holding

Funds holding: 757754 (-3)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

51% less call options, than puts

Call options by funds: $1.16B | Put options by funds: $2.38B

Holders
754
Holders Change
-3
Holders Change %
-0.4%
% of All Funds
16.38%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.65%
New
101
Increased
299
Reduced
228
Closed
97
Calls
$1.16B
Puts
$2.38B
Net Calls
-$1.22B
Net Calls Change
-$70.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.8B +$133M +1,910,823 +8%
BlackRock
2
BlackRock
New York
$1.31B +$118M +1,688,987 +10%
Jennison Associates
3
Jennison Associates
New York
$1.04B -$53.7M -768,067 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$861M -$46.3M -662,005 -5%
Morgan Stanley
5
Morgan Stanley
New York
$536M -$291M -4,159,299 -36%
State Street
6
State Street
Massachusetts
$507M +$28.5M +407,497 +6%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$457M +$98.6M +1,410,744 +29%
Goldman Sachs
8
Goldman Sachs
New York
$370M -$3.89M -55,612 -1%
NAMA
9
Nikko Asset Management Americas
New York
$365M +$95M +1,359,963 +37%
JP Morgan Chase
10
JP Morgan Chase
New York
$348M +$60M +859,175 +21%
Coatue Management
11
Coatue Management
New York
$319M +$308M +4,403,521 New
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$316M -$44M -629,489 -13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$276M +$94.4M +1,351,620 +55%
Ameriprise
14
Ameriprise
Minnesota
$272M -$38.7M -554,483 -13%
BCM
15
Bares Capital Management
Texas
$262M +$213M +3,053,548 +542%
Allianz Asset Management
16
Allianz Asset Management
Germany
$259M -$132M -1,895,241 -35%
LPC
17
Lone Pine Capital
Connecticut
$240M +$223M +3,194,831 +2,662%
American Century Companies
18
American Century Companies
Missouri
$227M +$62.1M +888,697 +40%
Norges Bank
19
Norges Bank
Norway
$224M +$35.6M +509,908 +20%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$219M +$8.78M +125,673 +4%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$212M +$145M +2,076,001 +244%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$210M -$7.81M -111,739 -4%
Bank of America
23
Bank of America
North Carolina
$207M +$27.9M +399,659 +16%
N
24
Nuveen
North Carolina
$205M +$197M +2,825,965 New
Viking Global Investors
25
Viking Global Investors
Connecticut
$193M +$186M +2,657,236 New

XYZ Hedge Fund Activity: Q2 2019 in Review

754 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2019, worth a combined $17.6B — up 4.9% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new XYZ positions and 97 closed out — a net gain of 4 holders — while 299 added to existing stakes and 228 trimmed.

The largest buyer was Coatue Management, opening a new position worth an estimated $308M. The largest seller was Morgan Stanley, cutting an estimated $291M.

  • 754 institutional investors held Block Inc (XYZ) as of Q2 2019, down from 757 in Q1 2019.
  • Funds reported $17.6B of Block Inc stock for Q2 2019, up 4.9% quarter-over-quarter.
  • 101 funds opened new Block Inc positions in Q2 2019 and 97 closed out, a net change of +4 holders.
  • The largest Block Inc buyer in Q2 2019 was Coatue Management, an estimated $308M added.
  • The largest Block Inc seller in Q2 2019 was Morgan Stanley, an estimated $291M sold.

Based on aggregated 13F filings for Q2 2019.