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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
MA
701
MCF Advisors
Kentucky
$250K +$364K +3,980 +4,795%
MPW
702
Monterey Private Wealth
California
$249K +$457 +5 +0.1%
NIM
703
Northeast Investment Management
Massachusetts
$248K -$305K -3,333 -45%
EWM
704
Elite Wealth Management
Washington
$247K -$15.9K -174 -4%
CIBC Private Wealth Group
705
CIBC Private Wealth Group
Georgia
$246K -$1.08M -11,768 -75%
CST
706
Charles Schwab Trust
Nevada
$246K -$4.93K -54 -1%
BWP
707
BSW Wealth Partners
Colorado
$243K +$29.1K +318 +9%
RBFC
708
Roman Butler Fullerton & Co
Missouri
$242K -$1.46K -16 -0.4%
NW
709
Naviter Wealth
Arkansas
$242K +$359K +3,932 New
VHAM
710
Van Hulzen Asset Management
California
$240K +$65.1K +712 +22%
LC
711
Lindbrook Capital
California
$240K +$92.1K +1,008 +35%
PFGIA
712
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$130K -1,428 -27%
DWM
713
Dakota Wealth Management
Florida
$238K +$353K +3,867 New
PCA
714
Personal Capital Advisors
California
$234K -$98.7K -1,080 -22%
BFEC
715
Benjamin F. Edwards & Company
Missouri
$231K -$45.9K -502 -12%
JCM
716
Jag Capital Management
Missouri
$230K -$31.1K -340 -8%
WA
717
Wealth Alliance
New York
$230K +$34.5K +378 +11%
TCWM
718
Total Clarity Wealth Management
Illinois
$229K -$47.1K -515 -12%
CWM
719
Cornerstone Wealth Management
Missouri
$229K +$20.9K +229 +7%
EWM
720
Empirical Wealth Management
Washington
$228K -$112K -1,225 -25%
VFA
721
Valeo Financial Advisors
Indiana
$228K -$64K -700 -16%
SMC
722
Smith, Moore & Co
Missouri
$228K -$23.8K -260 -7%
S
723
Seeyond
France
$228K +$46.3K +507 +16%
NA
724
NewEdge Advisors
Louisiana
$228K +$340K +3,716 New
JHCP
725
Jackson Hole Capital Partners
Oklahoma
$227K +$12.4K +136 +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.