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XYZ

Block Inc
XYZ

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: 24 → 24 (0)

1.75% less ownership

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

6% less funds holding

Funds holding: 1,027 → 970 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$278M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$205M
3
Tiger Global Management
Tiger Global Management
New York
+$202M
4
Norges Bank
Norges Bank
Norway
+$116M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$114M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$312M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$278M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$217M
4
Goldman Sachs
Goldman Sachs
New York
-$185M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
326
Stephens Inc
Arkansas
$1.76M +$533K +7,528 +31%
FCI
327
Financial Counselors Inc
Kansas
$1.69M +$81.9K +1,157 +4%
CM
328
Caption Management
Oklahoma
$1.67M +$441K +6,230 +26%
GI
329
GAMCO Investors
Connecticut
$1.66M +$952K +13,448 +80%
AIM
330
Achmea Investment Management
Netherlands
$1.65M – – –
BCM
331
Bayesian Capital Management
New York
$1.65M +$1.17M +16,500 +123%
CCM
332
Canal Capital Management
Virginia
$1.62M +$473K +6,682 +29%
CMI
333
Clare Market Investments
Texas
$1.62M +$194K +2,738 +10%
TRCT
334
Tower Research Capital (TRC)
New York
$1.6M +$89.5K +1,264 +5%
B
335
Bensler
Washington
$1.6M +$266K +3,757 +15%
Mackenzie Financial
336
Mackenzie Financial
Ontario, Canada
$1.6M -$749K -10,573 -27%
AWA
337
Arkadios Wealth Advisors
Georgia
$1.57M +$343K +4,844 +20%
Lazard Asset Management
338
Lazard Asset Management
New York
$1.57M +$463K +6,546 +30%
AQR Capital Management
339
AQR Capital Management
Connecticut
$1.56M +$805K +11,371 +67%
CAPTRUST Financial Advisors
340
CAPTRUST Financial Advisors
North Carolina
$1.5M +$438K +6,185 +29%
RA
341
Rise Advisors
New York
$1.5M +$797K +11,252 +70%
LGF
342
LGT Group Foundation
Liechtenstein
$1.49M -$1.44M -20,326 -43%
CMTU
343
Capital Markets Trading (UK)
United Kingdom
$1.47M +$1.9M +26,796 New
FM
344
Family Management
New York
$1.47M -$180K -2,547 -9%
SC
345
Sepio Capital
Utah
$1.47M -$193K -2,732 -9%
SPIA
346
Steward Partners Investment Advisory
New York
$1.46M -$124K -1,748 -6%
CCM
347
CAAS Capital Management
New York
$1.46M -$1.22M -17,165 -39%
VPIM
348
Vanguard Personalized Indexing Management
California
$1.45M +$333K +4,704 +22%
RPSA
349
Richard P. Slaughter Associates
Texas
$1.45M +$776K +10,963 +71%
LC
350
Longitude (Cayman)
Cayman Islands
$1.43M +$142K +2,000 +8%
12 13
14
15 16

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.