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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
VCP
651
Verus Capital Partners
Arizona
$312K -$171K -1,868 -38%
CB
652
CNB Bank
Pennsylvania
$312K +$3.56K +39 +0.8%
FMAEN1
653
Fund Management at Engine No 1
California
$312K +$76.6K +838 +20%
CAM
654
Covenant Asset Management
New Jersey
$309K -$1.17M -12,803 -72%
PPW
655
Pinnacle Private Wealth
Massachusetts
$309K -$27.3K -299 -6%
SS
656
Simplicity Solutions
Minnesota
$307K -$61.5K -673 -12%
AAIM
657
American Assets Investment Management
California
$307K
AWM
658
Avior Wealth Management
Nebraska
$304K +$228K +2,491 +101%
AWA
659
Aaron Wealth Advisors
Illinois
$303K -$54.3M -594,274 -99%
LCM
660
Lattice Capital Management
Washington
$302K
GAMC
661
Garner Asset Management Corp
Texas
$301K +$54.8K +600 +14%
CA
662
Clearstead Advisors
Ohio
$300K +$26.6K +291 +6%
CCA
663
Column Capital Advisors
Indiana
$299K
JIP
664
Jaffetilchin Investment Partners
Florida
$298K -$116K -1,269 -21%
SB
665
Strategic Blueprint
Georgia
$298K +$87.6K +959 +25%
QPW
666
Quantum Private Wealth
Florida
$297K -$6.85K -75 -2%
FPAS
667
Focus Partners Advisor Solutions
Missouri
$295K +$29.7K +325 +7%
Polen Capital Management
668
Polen Capital Management
Florida
$294K +$437K +4,783 New
SMH
669
Sanders Morris Harris
Texas
$292K
TIS
670
Tortoise Index Solutions
Kansas
$290K +$94.1K +1,030 +28%
EF
671
Empowered Funds
Pennsylvania
$289K +$429K +4,693 New
AFP
672
Ausdal Financial Partners
Iowa
$288K -$1.73M -18,981 -80%
RHBC
673
R.H. Bluestein & Co
Michigan
$288K -$10.5K -115 -2%
A
674
Apoletto
British Virgin Islands
$288K
GAM
675
Grandview Asset Management
Pennsylvania
$288K +$18.3K +200 +4%

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.