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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
LWAC
601
Laurel Wealth Advisors (California)
California
$391K -$63.3K -693 -10%
HI
602
Hoey Investments
Pennsylvania
$390K +$226K +2,472 +64%
NAM
603
NorthCrest Asset Manangement
Minnesota
$389K +$137K +1,500 +31%
PIM
604
Profit Investment Management
Maryland
$387K
ARC
605
Advisor Resource Council
Texas
$386K +$437K +4,778 +319%
KLCM
606
KG&L Capital Management
Louisiana
$385K -$149K -1,632 -21%
WA
607
WP Advisors
California
$383K +$185K +2,020 +48%
HIA
608
Harbor Investment Advisory
Maryland
$378K -$59.4K -650 -10%
LNWWM
609
Laird Norton Wetherby Wealth Management
California
$377K +$31.6K +346 +6%
DAS
610
Dynamic Advisor Solutions
Arizona
$367K -$88.7K -971 -14%
PAM
611
Panagora Asset Management
Massachusetts
$366K -$36.8K -403 -6%
S
612
SignatureFD
Georgia
$365K -$99K -1,083 -15%
PWA
613
Phoenix Wealth Advisors
North Carolina
$363K -$62.3K -682 -10%
CCB
614
Cutter & Co Brokerage
Missouri
$355K -$51.8K -567 -9%
AC
615
Avestar Capital
New York
$354K -$7.67K -84 -1%
GC
616
Guggenheim Capital
Illinois
$351K +$106K +1,159 +25%
BFO
617
Boston Family Office
Massachusetts
$350K -$221K -2,420 -30%
TFP
618
Tilia Fiduciary Partners
North Carolina
$349K +$33.8K +370 +7%
CI
619
Cigna Investments
Connecticut
$348K +$59.8K +655 +13%
BCA
620
Bray Capital Advisors
Florida
$347K
PSP
621
Principal Street Partners
Tennessee
$347K +$7.22K +79 +1%
CIM
622
CIM Investment Management
Pennsylvania
$346K -$2.56K -28 -0.5%
CIAS
623
Capital Investment Advisory Services
North Carolina
$343K -$365 -4 -0.1%
EWA
624
EP Wealth Advisors
California
$343K +$264K +2,887 +107%
ICP
625
Interchange Capital Partners
Pennsylvania
$340K -$11.1K -122 -2%

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.