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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
RTC
851
Riverview Trust Company
Washington
$23K +$34.3K +375 New
SOW
852
State of Wyoming
Wyoming
$22K -$5.76K -63 -15%
BWL
853
Bogart Wealth LLC
Virginia
$22K
ETI
854
Enterprise Trust & Investment
California
$22K
OIA
855
Optimum Investment Advisors
Illinois
$22K
QC
856
Quent Capital
New York
$22K +$18.3K +200 +122%
FF
857
FourThought Financial
Florida
$21K -$10.4K -114 -25%
CCM
858
Covington Capital Management
California
$20K -$40.4K -442 -58%
SBL
859
Sargent Bickham Lagudis
Colorado
$20K +$2.28K +25 +9%
EW
860
Evoke Wealth
California
$20K +$29.9K +327 New
MA
861
MUFG Americas
New York
$19K
SWA
862
Sutton Wealth Advisors
Florida
$18.8K -$2.92K -32 -9%
MPWT
863
MassMutual Private Wealth & Trust
Connecticut
$18K -$9.41K -103 -26%
MW
864
Milestone Wealth
New York
$18K -$4.2K -46 -14%
BWP
865
Baldwin Wealth Partners
Massachusetts
$18K -$2.56K -28 -9%
OAJ
866
Ogorek Anthony Joseph
New York
$18K
RA
867
Resolute Advisors
California
$18K
TSW
868
Thompson Siegel & Walmsley
Virginia
$18K
TF
869
TimeScale Financial
Massachusetts
$18K +$10.9K +119 +66%
SC
870
Solstein Capital
California
$17K -$548 -6 -2%
JGIA
871
Jackson Grant Investment Advisers
Connecticut
$16K
CSB
872
City State Bank
Iowa
$16K +$2.74K +30 +13%
SIS
873
Sound Income Strategies
Florida
$15K
AFG
874
Albion Financial Group
Utah
$15K +$640 +7 +3%
OPW
875
Oxler Private Wealth
New York
$14.4K +$21.5K +235 New

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.