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XYZ

Block Inc
XYZ

994 hedge funds and large institutions have $27.2B invested in Block Inc in 2023 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 337 increasing their positions, 359 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 116

9% more capital invested

Capital invested by funds: $25B → $27.2B (+$2.19B)

1.56% more ownership

Funds ownership: 71.73% → 73.3% (+1.6%)

1% less funds holding

Funds holding: 1,004 → 994 (-10)

2% less call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.79B

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 359

9% less funds holding in top 10

Funds holding in top 10: 34 → 31 (-3)

Holders
994
Holders Change
-10
Holders Change %
-1%
% of All Funds
15.84%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.49%
New
129
Increased
337
Reduced
359
Closed
116
Calls
$2.74B
Puts
$2.79B
Net Calls
-$50.1M
Net Calls Change
+$60.3M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.03B
2
JP Morgan Chase
JP Morgan Chase
New York
+$407M
3
Coatue Management
Coatue Management
New York
+$338M
4
DIG
Dragoneer Investment Group
California
+$233M
5
Capital World Investors
Capital World Investors
California
+$145M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$252M
2
BCM
Bares Capital Management
Texas
-$190M
3
AM
Atreides Management
Massachusetts
-$189M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$159M
5
Goldman Sachs
Goldman Sachs
New York
-$133M
Name Holding Trade Value Shares
Change 		Change in
Stake
PK
926
Pflug Koory
Nebraska
$3.91K – – –
ACM
927
Antonetti Capital Management
Florida
$3.43K – – –
BC
928
Barrett & Company
Rhode Island
$3.43K – – –
OC
929
Oakworth Capital
Alabama
$3.43K – – –
OCM
930
Orion Capital Management
California
$3.43K – – –
PP
931
PFS Partners
New Jersey
$3.43K – – –
HWA
932
Heritage Wealth Advisors
Virginia
$3.36K – – –
CWA
933
Clearview Wealth Advisors
Oregon
$3.36K +$225 +3 +7%
JFA
934
JNBA Financial Advisors
Minnesota
$3.23K – – –
GWSA
935
Global Wealth Strategies & Associates
Colorado
$3.16K – – –
T
936
TOBAM
France
$3K +$3.67K +49 New
HFM
937
Hartford Financial Management
Connecticut
$2.95K – – –
AWM
938
Activest Wealth Management
Florida
$2.88K +$3.14K +42 New
CMBA
939
C.M. Bidwell & Associates
Hawaii
$2.81K – – –
CWM
940
Cedar Wealth Management
California
$2.75K – – –
NMG
941
New Millennium Group
Utah
$2.68K – – –
MA
942
Montag & Associates
Georgia
$2.54K +$299 +4 +12%
BAM
943
Bellevue Asset Management
Washington
$2.47K – – –
KM
944
Kalos Management
Georgia
$2.47K +$2.69K +36 New
NSG
945
Nalls Sherbakoff Group
Tennessee
$2.47K +$2.69K +36 New
TF
946
Tompkins Financial
New York
$2.4K – – –
BC
947
Belmont Capital
California
$2.33K – – –
GEA
948
Glen Eagle Advisors
New Jersey
$2.33K +$299 +4 +13%
VCM
949
Versant Capital Management
Arizona
$2.2K +$1.35K +18 +129%
CAM
950
Costello Asset Management
Pennsylvania
$2.06K – – –
36 37
38
39 40

XYZ Hedge Fund Activity: Q1 2023 in Review

994 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2023, worth a combined $27.2B — up 8.7% from $25B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new XYZ positions and 116 closed out — a net gain of 13 holders — while 337 added to existing stakes and 359 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.03B. The largest seller was T. Rowe Price Associates, cutting an estimated $252M.

  • 994 institutional investors held Block Inc (XYZ) as of Q1 2023, down from 1,004 in Q4 2022.
  • Funds reported $27.2B of Block Inc stock for Q1 2023, up 8.7% quarter-over-quarter.
  • 129 funds opened new Block Inc positions in Q1 2023 and 116 closed out, a net change of +13 holders.
  • The largest Block Inc buyer in Q1 2023 was Fidelity Investments, an estimated $1.03B added.
  • The largest Block Inc seller in Q1 2023 was T. Rowe Price Associates, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2023.