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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
LJHT
876
Laurie J. Hall Trustee
$14K -$20.1K -220 -50%
EWM
877
Evermay Wealth Management
Virginia
$14K -$13.9K -152 -40%
AP
878
Arlington Partners
Alabama
$14K
CAL
879
Capital Analysts LLC
Pennsylvania
$14K
GG
880
Gleason Group
Kentucky
$14K
EBA
881
Eagle Bay Advisors
New York
$13.1K +$19.5K +213 New
C
882
Covestor
United Kingdom
$13K -$32.3K -353 -63%
CA
883
Centerpoint Advisors
Massachusetts
$13K -$32K -350 -62%
SC
884
SouthState Corp
Florida
$13K -$2.19K -24 -10%
CT
885
Clearstead Trust
Maine
$13K
JFA
886
JNBA Financial Advisors
Minnesota
$13K +$1.65K +18 +9%
FPS
887
Fieldpoint Private Securities
Connecticut
$13K +$2.56K +28 +15%
TCM
888
Tradewinds Capital Management
Washington
$13K +$5.67K +62 +41%
S
889
Surevest
California
$13K +$19.2K +210 New
SFFS
890
Stonehage Fleming Financial Services
Jersey
$13K +$19.6K +215 New
MMG
891
Monetary Management Group
Missouri
$12K -$830K -9,085 -98%
BWM
892
BerganKDV Wealth Management
Minnesota
$12K -$1.46K -16 -8%
CTB
893
Country Trust Bank
Illinois
$12K
ZB
894
Zions Bancorporation
Utah
$12K +$8.41K +92 +86%
IWP
895
IAG Wealth Partners
Wisconsin
$12K +$9.14K +100 +100%
BIA
896
Bell Investment Advisors
California
$12K +$18K +197 New
FFA
897
Fairfield Financial Advisors
Massachusetts
$11.4K -$96.5K -1,056 -85%
BDWM
898
Brewin Dolphin Wealth Management
Ireland
$11K
EARNEST Partners
899
EARNEST Partners
Georgia
$11K
KFI
900
Key Financial Inc
Pennsylvania
$11K

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.