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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
KA
726
Kozak & Associates
Colorado
$222K
CF
727
Centaurus Financial
California
$221K +$10.2K +112 +3%
RC
728
RegentAtlantic Capital
New Jersey
$217K -$38.7K -423 -11%
PWPS
729
Pinnacle Wealth Planning Services
Ohio
$217K +$3.02K +33 +0.9%
AMCA
730
Arthur M. Cohen & Associates
Illinois
$216K -$550K -6,018 -63%
CC
731
Corsicana & Co
Texas
$216K -$7.31K -80 -2%
ACI
732
Alpha Cubed Investments
California
$216K +$31.1K +340 +11%
SEC
733
Seven Eight Capital
New York
$215K +$320K +3,503 New
ACM
734
Adalta Capital Management
New York
$213K -$30.2K -330 -9%
WCM
735
Whitener Capital Management
North Carolina
$212K -$230K -2,515 -42%
SBIA
736
Sheaff Brock Investment Advisors
Indiana
$211K
TC
737
Truvestments Capital
Florida
$210K -$16.8K -184 -5%
FMLI
738
Fukoku Mutual Life Insurance
Japan
$210K
RE
739
RBC Europe
United Kingdom
$208K +$209K +2,283 +207%
CGH
740
Crossmark Global Holdings
Texas
$207K +$33.8K +370 +12%
YIH
741
Y-Intercept (HK)
Hong Kong
$207K +$307K +3,364 New
CTC
742
Central Trust Company
Missouri
$206K -$59.4K -650 -16%
MWM
743
Mission Wealth Management
California
$206K -$9.87K -108 -3%
CWP
744
Concord Wealth Partners
Virginia
$206K +$235K +2,577 +330%
SYBT
745
Stock Yards Bank & Trust
Kentucky
$206K +$306K +3,344 New
USCWA
746
U.S. Capital Wealth Advisors
Texas
$203K +$34.3K +375 +13%
CT
747
Coastline Trust
Rhode Island
$200K -$1.28K -14 -0.4%
PVH
748
Psagot Value Holdings
Israel
$197K +$123K +1,350 +73%
NIMI
749
Natixis Investment Managers International
France
$193K +$47.4K +519 +20%
EI
750
Ellevest Inc
New York
$192K -$8.68K -95 -3%

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.