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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
Chevy Chase Trust
676
Chevy Chase Trust
Maryland
$286K -$89.7K -982 -17%
CCM
677
Conway Capital Management
California
$285K
AA
678
Ancora Advisors
Ohio
$284K
FC
679
FORA Capital
Florida
$284K +$422K +4,615 New
BFS
680
Bradley Foster & Sargent
Connecticut
$283K -$50.3K -550 -11%
GG
681
Gofen & Glossberg
Illinois
$282K
BOM
682
Bank of Marin
California
$282K +$42.8K +468 +11%
CW
683
Connectus Wealth
Ohio
$278K -$25.8K -282 -6%
AC
684
ASB Consultores
Florida
$278K +$51K +558 +14%
OPS
685
Orion Portfolio Solutions
Nebraska
$276K +$24.1K +264 +6%
SGA
686
Seaport Global Advisors
Massachusetts
$276K +$31.1K +340 +8%
FT
687
Fiduciary Trust
Massachusetts
$274K -$133K -1,453 -25%
OSAM
688
O'Shaughnessy Asset Management
Connecticut
$268K -$172K -1,882 -30%
RWB
689
RMR Wealth Builders
New Jersey
$267K +$5.76K +63 +1%
AP
690
Adero Partners
California
$266K -$3.93K -43 -1%
SCM
691
Schnieders Capital Management
California
$264K +$18.1K +198 +5%
FFM
692
Forum Financial Management
Illinois
$263K +$391K +4,278 New
PCS
693
Personal CFO Solutions
New Jersey
$261K +$9.59K +105 +3%
VF
694
Virtu Financial
New York
$257K -$305K -3,334 -44%
MCM
695
MAI Capital Management
Ohio
$254K -$13.2K -145 -3%
WWM
696
WJ Wealth Management
Arizona
$253K +$87.1K +953 +30%
DFC
697
DB Fitzpatrick & Co
Idaho
$253K +$164K +1,795 +78%
AFC
698
AFT Forsyth & Company
Florida
$251K -$91 -1 -0%
MGIA
699
Moneta Group Investment Advisors
Missouri
$251K +$40.9K +448 +12%
SF
700
Synovus Financial
Georgia
$250K -$548 -6 -0.1%

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.