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XYZ

Block Inc
XYZ

968 hedge funds and large institutions have $25.4B invested in Block Inc in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 293 increasing their positions, 387 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.6B

3% less funds holding

Funds holding: 994 → 968 (-26)

3.19% less ownership

Funds ownership: 73.3% → 70.11% (-3.2%)

3% less funds holding in top 10

Funds holding in top 10: 31 → 30 (-1)

7% less capital invested

Capital invested by funds: $27.2B → $25.4B (-$1.84B)

15% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 123

24% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 387

Holders
968
Holders Change
-26
Holders Change %
-2.62%
% of All Funds
15.2%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.47%
New
104
Increased
293
Reduced
387
Closed
123
Calls
$1.93B
Puts
$1.6B
Net Calls
+$326M
Net Calls Change
+$377M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$298M
2
AM
Atreides Management
Massachusetts
+$168M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$160M
4
Holocene Advisors
Holocene Advisors
New York
+$115M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$700M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$592M
3
Capital International Investors
Capital International Investors
California
-$346M
4
Morgan Stanley
Morgan Stanley
New York
-$268M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$162M
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
901
Webster Bank
Connecticut
$4.33K – – –
TFGT
902
TS Financial Group (TSFG)
Illinois
$4K – – –
PK
903
Pflug Koory
Nebraska
$3.79K – – –
ACM
904
Antonetti Capital Management
Florida
$3.33K – – –
OC
905
Oakworth Capital
Alabama
$3.33K – – –
PP
906
PFS Partners
New Jersey
$3.33K – – –
CWA
907
Clearview Wealth Advisors
Oregon
$3.33K +$62 +1 +2%
FCAG
908
First Capital Advisors Group
New Jersey
$3.33K +$3.12K +50 New
BC
909
Barrett & Company
Rhode Island
$3.33K – – –
HWA
910
Heritage Wealth Advisors
Virginia
$3.26K – – –
WWM
911
Wolff Wiese Magana
California
$3.13K -$3.44K -55 -54%
JFA
912
JNBA Financial Advisors
Minnesota
$3.13K – – –
GWSA
913
Global Wealth Strategies & Associates
Colorado
$3.06K – – –
CA
914
Centerpoint Advisors
Massachusetts
$3K -$3.12K -50 -50%
HFM
915
Hartford Financial Management
Connecticut
$2.86K – – –
CMBA
916
C.M. Bidwell & Associates
Hawaii
$2.73K – – –
CWM
917
Cedar Wealth Management
California
$2.66K – – –
MA
918
Montag & Associates
Georgia
$2.46K – – –
BAM
919
Bellevue Asset Management
Washington
$2.4K – – –
TF
920
Tompkins Financial
New York
$2.33K – – –
GEA
921
Glen Eagle Advisors
New Jersey
$2.26K – – –
BC
922
Belmont Capital
California
$2.26K – – –
NSG
923
Nalls Sherbakoff Group
Tennessee
$2.17K – – –
LJHT
924
Laurie J. Hall Trustee
$2K – – –
AW
925
Avion Wealth
Texas
$2K +$812 +13 +46%
35 36
37
38 39

XYZ Hedge Fund Activity: Q2 2023 in Review

968 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2023, worth a combined $25.4B — down 6.8% from $27.2B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of XYZ and 104 opened new positions — a net loss of 19 holders — while 387 trimmed existing stakes and 293 added.

The largest buyer was BlackRock, adding an estimated $298M. The largest seller was Fisher Asset Management, cutting an estimated $700M.

  • 968 institutional investors held Block Inc (XYZ) as of Q2 2023, down from 994 in Q1 2023.
  • Funds reported $25.4B of Block Inc stock for Q2 2023, down 6.8% quarter-over-quarter.
  • 104 funds opened new Block Inc positions in Q2 2023 and 123 closed out, a net change of -19 holders.
  • The largest Block Inc buyer in Q2 2023 was BlackRock, an estimated $298M added.
  • The largest Block Inc seller in Q2 2023 was Fisher Asset Management, an estimated $700M sold.

Based on aggregated 13F filings for Q2 2023.