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XYZ

Block Inc

970 hedge funds and large institutions have $20.1B invested in Block Inc in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 332 increasing their positions, 383 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

1.75% less ownership

Funds ownership: 70.71%68.97% (-1.7%)

6% less funds holding

Funds holding: 1,027970 (-57)

12% less capital invested

Capital invested by funds: $22.7B → $20.1B (-$2.66B)

13% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 383

14% less call options, than puts

Call options by funds: $1.94B | Put options by funds: $2.25B

33% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 132

Holders
970
Holders Change
-57
Holders Change %
-5.55%
% of All Funds
16.71%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
88
Increased
332
Reduced
383
Closed
132
Calls
$1.94B
Puts
$2.25B
Net Calls
-$316M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
226
Aberdeen Group
United Kingdom
$4.5M +$1.12M +15,887 +24%
LG
227
Lane Generational
Massachusetts
$4.45M +$1.24M +17,574 +28%
SC
228
Sculptor Capital
New York
$4.43M +$5.71M +80,618 New
CG
229
Cutler Group
California
$4.36M +$1.67M +23,593 +42%
BMSSC
230
B. Metzler seel. Sohn & Co
Germany
$4.29M +$3.56M +50,291 +182%
KAS
231
Kestra Advisory Services
Texas
$4.27M -$428K -6,047 -7%
CI
232
Capital International
California
$4.25M +$2.68M +37,880 +96%
PI
233
PEAK6 Investments
Illinois
$4.21M +$1.53M +21,616 +39%
Teacher Retirement System of Texas
234
Teacher Retirement System of Texas
Texas
$4.11M -$356K -5,029 -6%
BC
235
Burleson & Co
California
$4.09M +$2.27K +32 +0%
CS
236
Candriam SCA
Luxembourg
$4.01M +$2.87M +40,543 +125%
PFM
237
Privium Fund Management
Netherlands
$3.91M +$3.16M +44,623 +176%
PFO
238
Pathstone Family Office
New Jersey
$3.91M +$2.56M +36,094 +109%
GVAG
239
Great Valley Advisor Group
Delaware
$3.89M +$220K +3,109 +5%
PL
240
Portland Ltd
Cayman Islands
$3.85M +$4.96M +70,098 New
Creative Planning
241
Creative Planning
Kansas
$3.83M +$233K +3,289 +5%
Balyasny Asset Management
242
Balyasny Asset Management
Illinois
$3.78M -$1.43M -20,194 -23%
AIM
243
Allen Investment Management
New York
$3.74M -$36.5K -516 -0.8%
PHK
244
Point72 Hong Kong
Hong Kong
$3.72M +$4.79M +67,614 New
BCM
245
Barrier Capital Management
California
$3.71M +$2.68M +37,920 +128%
SLG
246
Stanley-Laman Group
Pennsylvania
$3.65M +$4.69M +66,308 New
APG Asset Management
247
APG Asset Management
Netherlands
$3.63M -$1.3M -18,323 -22%
CIC
248
Carnegie Investment Counsel
Ohio
$3.62M +$237K +3,341 +5%
IHL
249
Investment House LLC
California
$3.59M +$23K +325 +0.5%
BS
250
Banco Santander
Spain
$3.59M -$660K -9,319 -12%

XYZ Hedge Fund Activity: Q3 2022 in Review

970 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2022, worth a combined $20.1B — down 12% from $22.7B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of XYZ and 88 opened new positions — a net loss of 44 holders — while 383 trimmed existing stakes and 332 added.

The largest buyer was Capital World Investors, adding an estimated $278M. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 970 institutional investors held Block Inc (XYZ) as of Q3 2022, down from 1,027 in Q2 2022.
  • Funds reported $20.1B of Block Inc stock for Q3 2022, down 12% quarter-over-quarter.
  • 88 funds opened new Block Inc positions in Q3 2022 and 132 closed out, a net change of -44 holders.
  • The largest Block Inc buyer in Q3 2022 was Capital World Investors, an estimated $278M added.
  • The largest Block Inc seller in Q3 2022 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2022.