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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
KFS
926
Kelly Financial Services
Massachusetts
$6.45K
SIAP
927
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K -$2.35M -25,734 -100%
IRAG
928
Investment Research & Advisory Group
Georgia
$6K -$27.6K -302 -76%
HNWAG
929
High Net Worth Advisory Group
Florida
$6K
HRC
930
Hoertkorn Richard Charles
$6K
JC
931
JCSD Capital
California
$6K
PP
932
PrairieView Partners
Minnesota
$6K
T2I
933
Turim 21 Investimentos
Brazil
$6K
VWM
934
Valley Wealth Managers
New Jersey
$6K +$9.14K +100 New
AIC
935
Archer Investment Corporation
Indiana
$5.96K
TAM
936
Tucker Asset Management
Colorado
$5.72K
TAIM
937
TD Ameritrade Investment Management
Nebraska
$5K -$3.02K -33 -30%
CWC
938
Carolinas Wealth Consulting
North Carolina
$5K -$1K -11 -11%
LWP
939
Lumature Wealth Partners
Georgia
$5K
CT
940
Caldwell Trust
Florida
$4.24K
WB
941
Webster Bank
Connecticut
$4K -$20.6K -225 -78%
TFGT
942
TS Financial Group (TSFG)
Illinois
$4K -$11.1K -121 -63%
BBPWM
943
Blue Bell Private Wealth Management
Pennsylvania
$4K
CFFP
944
Center for Financial Planning
Michigan
$4K
COCM
945
Charter Oak Capital Management
New Hampshire
$4K
ICM
946
Islay Capital Management
Texas
$4K
PK
947
Pflug Koory
Nebraska
$4K
RMC
948
Resources Management Corp
Connecticut
$4K
SCA
949
Stonebridge Capital Advisors
Minnesota
$4K
DI
950
Disciplined Investments
Oklahoma
$4K +$274 +3 +5%

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.