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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
AssetMark Inc
826
AssetMark Inc
California
$40K +$56K +613 +1,916%
SC
827
Stephens Consulting
Michigan
$39.9K
PFBT
828
Parkside Financial Bank & Trust
Missouri
$39K +$52K +569 +998%
FWM
829
Focused Wealth Management
New York
$38K -$210K -2,300 -79%
MAM
830
Meeder Asset Management
Ohio
$38K -$8.41K -92 -13%
AP
831
Atwood & Palmer
Missouri
$37K -$9.14K -100 -14%
IFAM
832
Institutional & Family Asset Management
Colorado
$37K
JWA
833
JFS Wealth Advisors
Pennsylvania
$37K +$6.76K +74 +14%
HWMA
834
Heritage Wealth Management (Arizona)
Arizona
$36K
SWM
835
Selective Wealth Management
Virginia
$34K +$18.3K +200 +57%
OMC
836
Oasis Management Company
Cayman Islands
$32K
MCM
837
Manchester Capital Management
Vermont
$32K +$25.2K +276 +110%
GTAM
838
Global Trust Asset Management
Florida
$31K -$548 -6 -1%
MCM
839
Magnolia Capital Management
New York
$31K
FSWA
840
Financial Synergies Wealth Advisors
Texas
$30.6K +$45.5K +498 New
TWM
841
Tradition Wealth Management
Minnesota
$29K -$46.6K -510 -52%
HBW
842
Hazlett, Burt & Watson
West Virginia
$28K -$12.6K -138 -23%
ME
843
McIlrath & Eck
Washington
$28K +$27.4K +300 +201%
AW
844
ACG Wealth
Georgia
$28K +$42K +460 New
AA
845
Addison Advisors
Vermont
$27K
PI
846
PineBridge Investments
New York
$25K -$13.2K -145 -26%
ST
847
Smithfield Trust
Pennsylvania
$24K
AWM
848
Atticus Wealth Management
Florida
$24K +$365 +4 +1%
CFGS
849
Concourse Financial Group Securities
Alabama
$24K +$2.28K +25 +7%
VNA
850
Valley National Advisers
Pennsylvania
$23K +$183 +2 +0.6%

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.