We are live on ! Find out more
XYZ

Block Inc
XYZ

886 hedge funds and large institutions have $16.5B invested in Block Inc in 2023 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 291 increasing their positions, 330 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.16B

2.5% less ownership

Funds ownership: 70.11% → 67.61% (-2.5%)

8% less funds holding

Funds holding: 968 → 886 (-82)

12% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 330

35% less capital invested

Capital invested by funds: $25.4B → $16.5B (-$8.92B)

37% less funds holding in top 10

Funds holding in top 10: 30 → 19 (-11)

44% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 164

Holders
886
Holders Change
-82
Holders Change %
-8.47%
% of All Funds
14.06%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.3%
New
92
Increased
291
Reduced
330
Closed
164
Calls
$1.41B
Puts
$1.16B
Net Calls
+$249M
Net Calls Change
-$77M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$763M
2
DIG
Dragoneer Investment Group
California
+$265M
3
LPC
Lone Pine Capital
Connecticut
+$241M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$206M
5
BlackRock
BlackRock
New York
+$198M

Top Sellers

Rank Fund Capital Flow
1
Coatue Management
Coatue Management
New York
-$474M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$338M
3
Brown Advisory
Brown Advisory
Maryland
-$261M
4
Holocene Advisors
Holocene Advisors
New York
-$241M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$240M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
801
Concord Wealth Partners
Virginia
$4.21K -$5.82K -94 -50%
T2I
802
Turim 21 Investimentos
Brazil
$4.21K – – –
SWA
803
SOA Wealth Advisors
New York
$4.12K -$245K -3,954 -98%
PP
804
PrairieView Partners
Minnesota
$4K – – –
RDIA
805
RE Dickinson Investment Advisors
Iowa
$4K – – –
TFA
806
Toth Financial Advisory
Virginia
$3.98K – – –
CFFP
807
Center for Financial Planning
Michigan
$3.76K – – –
BHWM
808
Beaird Harris Wealth Management
Texas
$3.73K – – –
HWP
809
Highline Wealth Partners
California
$3.54K – – –
CWC
810
Carolinas Wealth Consulting
North Carolina
$3.5K – – –
RAM
811
Riggs Asset Management
Pennsylvania
$3.32K – – –
CYG
812
Clean Yield Group
Vermont
$3.27K – – –
ICM
813
Islay Capital Management
Texas
$3.1K – – –
CT
814
Caldwell Trust
Florida
$3.05K – – –
TFGT
815
TS Financial Group (TSFG)
Illinois
$3K – – –
PPC
816
Park Place Capital
Alabama
$2.96K -$64.3K -1,039 -94%
WB
817
Webster Bank
Connecticut
$2.88K – – –
KFS
818
Kelly Financial Services
Massachusetts
$2.61K -$2.54K -41 -41%
PK
819
Pflug Koory
Nebraska
$2.52K – – –
FAM
820
Flaharty Asset Management
Florida
$2.52K +$3.53K +57 New
ACM
821
Antonetti Capital Management
Florida
$2.21K – – –
BC
822
Barrett & Company
Rhode Island
$2.21K – – –
OC
823
Oakworth Capital
Alabama
$2.21K – – –
OCM
824
Orion Capital Management
California
$2.21K +$3.1K +50 New
PWA
825
Provenance Wealth Advisors
Florida
$2.21K +$3.1K +50 New
31 32
33
34 35

XYZ Hedge Fund Activity: Q3 2023 in Review

886 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2023, worth a combined $16.5B — down 35% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of XYZ and 92 opened new positions — a net loss of 72 holders — while 330 trimmed existing stakes and 291 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $763M. The largest seller was Coatue Management, cutting an estimated $474M.

  • 886 institutional investors held Block Inc (XYZ) as of Q3 2023, down from 968 in Q2 2023.
  • Funds reported $16.5B of Block Inc stock for Q3 2023, down 35% quarter-over-quarter.
  • 92 funds opened new Block Inc positions in Q3 2023 and 164 closed out, a net change of -72 holders.
  • The largest Block Inc buyer in Q3 2023 was Viking Global Investors, an estimated $763M added.
  • The largest Block Inc seller in Q3 2023 was Coatue Management, an estimated $474M sold.

Based on aggregated 13F filings for Q3 2023.