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XYZ

Block Inc
XYZ

970 hedge funds and large institutions have $20.1B invested in Block Inc in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 332 increasing their positions, 383 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 24 → 24 (0)

1.75% less ownership

Funds ownership: 70.71% → 68.97% (-1.7%)

6% less funds holding

Funds holding: 1,027 → 970 (-57)

12% less capital invested

Capital invested by funds: $22.7B → $20.1B (-$2.66B)

13% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 383

14% less call options, than puts

Call options by funds: $1.94B | Put options by funds: $2.25B

33% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 132

Holders
970
Holders Change
-57
Holders Change %
-5.55%
% of All Funds
16.71%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
88
Increased
332
Reduced
383
Closed
132
Calls
$1.94B
Puts
$2.25B
Net Calls
-$316M
Net Calls Change
+$112M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$278M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$205M
3
Tiger Global Management
Tiger Global Management
New York
+$202M
4
Norges Bank
Norges Bank
Norway
+$116M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$114M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$312M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$278M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$217M
4
Goldman Sachs
Goldman Sachs
New York
-$185M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
926
Tompkins Financial
New York
$2K – – –
LF
927
Lee Financial
Texas
$2K +$425 +6 +25%
NIC
928
Northwest Investment Counselors
Oregon
$2K +$2.12K +30 New
SFO
929
Standard Family Office
South Dakota
$2K +$2.19K +31 New
LS
930
Leelyn Smith
Illinois
$2K +$2.34K +33 New
JFGIW
931
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2.9K +41 +1,025%
GEA
932
Glen Eagle Advisors
New Jersey
$1.16K – – –
AW
933
Avion Wealth
Texas
$1K -$850 -12 -32%
HS
934
Horan Securities
United States
$1K -$425 -6 -21%
HR
935
Howe & Rusling
New York
$1K -$354 -5 -17%
APC
936
Aspire Private Capital
North Carolina
$1K – – –
BWS
937
BCR Wealth Strategies
Alabama
$1K – – –
CHA
938
Carmichael Hill & Associates
Maryland
$1K – – –
CWA
939
Carolina Wealth Advisors
South Carolina
$1K – – –
CNBTD
940
Citizens National Bank Trust Department
Mississippi
$1K – – –
CMBA
941
C.M. Bidwell & Associates
Hawaii
$1K – – –
DSC
942
Duncker Streett & Co
Missouri
$1K – – –
GIA
943
GHP Investment Advisors
Colorado
$1K – – –
IRC
944
Investors Research Corp
Georgia
$1K – – –
LWANC
945
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
PGAM
946
Princeton Global Asset Management
New Jersey
$1K – – –
TCWA
947
Ten Capital Wealth Advisors
Washington
$1K – – –
DWA
948
Delos Wealth Advisors
Texas
$1K +$142 +2 +20%
PFPT
949
Pinnacle Financial Partners (Tennessee)
Tennessee
$1K +$708 +10 New
T
950
TOBAM
France
$1K +$920 +13 New
36 37
38
39 40

XYZ Hedge Fund Activity: Q3 2022 in Review

970 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2022, worth a combined $20.1B — down 12% from $22.7B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of XYZ and 88 opened new positions — a net loss of 44 holders — while 383 trimmed existing stakes and 332 added.

The largest buyer was Capital World Investors, adding an estimated $278M. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 970 institutional investors held Block Inc (XYZ) as of Q3 2022, down from 1,027 in Q2 2022.
  • Funds reported $20.1B of Block Inc stock for Q3 2022, down 12% quarter-over-quarter.
  • 88 funds opened new Block Inc positions in Q3 2022 and 132 closed out, a net change of -44 holders.
  • The largest Block Inc buyer in Q3 2022 was Capital World Investors, an estimated $278M added.
  • The largest Block Inc seller in Q3 2022 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2022.