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XYZ

Block Inc

1,027 hedge funds and large institutions have $22.7B invested in Block Inc in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 454 increasing their positions, 343 reducing their positions, and 292 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 343

0.55% less ownership

Funds ownership: 71.27%70.71% (-0.55%)

14% less call options, than puts

Call options by funds: $2.56B | Put options by funds: $2.99B

18% less funds holding

Funds holding: 1,2481,027 (-221)

45% less funds holding in top 10

Funds holding in top 10: 4424 (-20)

55% less capital invested

Capital invested by funds: $50B → $22.7B (-$27.3B)

71% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 292

Holders
1,027
Holders Change
-221
Holders Change %
-17.71%
% of All Funds
17.3%
Holding in Top 10
24
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-45.45%
% of All Funds
0.4%
New
86
Increased
454
Reduced
343
Closed
292
Calls
$2.56B
Puts
$2.99B
Net Calls
-$428M
Net Calls Change
+$2.29B
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
376
Evanson Asset Management
California
$1.39M -$7.31K -80 -0.4%
WAM
377
Weinberger Asset Management
California
$1.39M +$2.07M +22,632 New
PCM
378
Penserra Capital Management
California
$1.37M -$9.41K -103 -0.5%
Lazard Asset Management
379
Lazard Asset Management
New York
$1.35M +$914 +10 +0%
AAS
380
Avantax Advisory Services
Texas
$1.35M +$54.2K +593 +3%
DS
381
DRW Securities
Illinois
$1.34M +$1.54M +16,855 +344%
SWP
382
Stratos Wealth Partners
Ohio
$1.33M +$169K +1,855 +9%
VPIM
383
Vanguard Personalized Indexing Management
California
$1.33M +$570K +6,243 +41%
Wealthfront Advisers
384
Wealthfront Advisers
California
$1.33M -$275K -3,006 -12%
KFP
385
KMG Fiduciary Partners
Ohio
$1.32M +$477K +5,216 +32%
DADC
386
D.A. Davidson & Co
Montana
$1.32M -$208K -2,274 -10%
SAM
387
Sompo Asset Management
Japan
$1.31M +$883K +9,660 +83%
Impax Asset Management Group
388
Impax Asset Management Group
United Kingdom
$1.31M +$423K +4,634 +28%
CIBC Asset Management
389
CIBC Asset Management
Ontario, Canada
$1.3M -$16.5K -181 -0.8%
TVWM
390
Tower View Wealth Management
Wisconsin
$1.3M +$390K +4,269 +25%
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$1.3M +$110K +1,201 +6%
GRP
392
Global Retirement Partners
California
$1.29M +$150K +1,641 +9%
P
393
Pitcairn
Pennsylvania
$1.28M +$278K +3,047 +17%
MIA
394
MMBG Investment Advisors
Florida
$1.26M
AFAS
395
Acorn Financial Advisory Services
Virginia
$1.26M +$101K +1,101 +6%
LAI
396
Legal Advantage Investments
California
$1.26M
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$1.24M +$70.6K +773 +4%
TAF
398
Tredje AP-fonden
Sweden
$1.23M
TSS
399
Two Sigma Securities
New York
$1.23M +$1.32M +14,417 +259%
LWM
400
Lyell Wealth Management
California
$1.21M -$138K -1,506 -7%

XYZ Hedge Fund Activity: Q2 2022 in Review

1,027 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2022, worth a combined $22.7B — down 55% from $50B a quarter earlier.

Sellers outnumbered buyers: 292 funds closed out of XYZ and 86 opened new positions — a net loss of 206 holders — while 343 trimmed existing stakes and 454 added.

The largest buyer was Viking Global Investors, adding an estimated $471M. The largest seller was Capital Research Global Investors, cutting an estimated $641M.

  • 1,027 institutional investors held Block Inc (XYZ) as of Q2 2022, down from 1,248 in Q1 2022.
  • Funds reported $22.7B of Block Inc stock for Q2 2022, down 55% quarter-over-quarter.
  • 86 funds opened new Block Inc positions in Q2 2022 and 292 closed out, a net change of -206 holders.
  • The largest Block Inc buyer in Q2 2022 was Viking Global Investors, an estimated $471M added.
  • The largest Block Inc seller in Q2 2022 was Capital Research Global Investors, an estimated $641M sold.

Based on aggregated 13F filings for Q2 2022.