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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
RCM
576
RB Capital Management
Nevada
$459K +$59.8K +654 +10%
KeyBank National Association
577
KeyBank National Association
Ohio
$456K -$95K -1,040 -12%
GT
578
Glenmede Trust
Pennsylvania
$455K -$19.8K -217 -3%
AWM
579
Apollon Wealth Management
South Carolina
$454K +$27K +296 +4%
GWM
580
Geneos Wealth Management
Colorado
$452K -$11.1K -121 -2%
LWM
581
Loveless Wealth Management
Montana
$451K -$33.7K -369 -5%
NIP
582
Nicholas Investment Partners
California
$444K -$305K -3,334 -32%
AL
583
Arnhold LLC
New York
$440K +$411K +4,500 +170%
HH
584
Hilltop Holdings
Texas
$437K +$383K +4,195 +144%
MWA
585
Meridian Wealth Advisors
Texas
$435K +$647K +7,084 New
FAIM
586
Financial Advocates Investment Management
Washington
$434K -$76.3K -835 -11%
FCH
587
Freestone Capital Holdings
Washington
$429K -$18.7K -205 -3%
MOS
588
MGO One Seven
Ohio
$427K -$914 -10 -0.1%
PIA
589
Perennial Investment Advisors
California
$425K -$31.4K -344 -5%
BAM
590
Belpointe Asset Management
Nevada
$425K +$184K +2,014 +41%
GCM
591
Gables Capital Management
Florida
$414K
IWM
592
IHT Wealth Management
Illinois
$413K +$4.84K +53 +0.8%
PL
593
Parkwood LLC
Ohio
$410K +$389K +4,256 +176%
ECM
594
Evergreen Capital Management
Washington
$409K -$2.58M -28,249 -81%
UB
595
UMB Bank
Missouri
$409K +$43.7K +478 +8%
SG
596
Stonnington Group
California
$400K +$154K +1,690 +41%
ET
597
Equitable Trust
Tennessee
$394K -$180K -1,975 -24%
SS
598
Sunbelt Securities
Texas
$394K +$297K +3,248 +103%
OWA
599
Octavia Wealth Advisors
Ohio
$393K +$96.3K +1,054 +20%
NFC
600
Northeast Financial Consultants
Connecticut
$393K +$302K +3,300 +107%

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.