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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
TC
926
Tacita Capital
Ontario, Canada
$2K +$1.75K +28 New
GJIA
927
Glass Jacobson Investment Advisors
Maryland
$2K +$1.87K +30 New
RTL
928
Red Tortoise LLC
Georgia
$1.93K +$312 +5 +21%
LF
929
Lee Financial
Texas
$1.86K – – –
SIC
930
SJS Investment Consulting
Ohio
$1.8K +$375 +6 +29%
CHA
931
Carmichael Hill & Associates
Maryland
$1.73K – – –
VCM
932
Versant Capital Management
Arizona
$1.66K -$437 -7 -22%
CFS
933
CGC Financial Services
Oregon
$1.66K +$1.56K +25 New
RG
934
Retirement Group
California
$1.6K -$250 -4 -14%
NCM
935
Northwest Capital Management
Oregon
$1.6K +$1.5K +24 New
HS
936
Horan Securities
United States
$1.53K – – –
MCM
937
MV Capital Management
Maryland
$1.47K -$2.19K -35 -61%
DSC
938
Duncker Streett & Co
Missouri
$1.33K – – –
BWL
939
Bogart Wealth LLC
Virginia
$1.2K -$6.68K -107 -86%
APC
940
Aspire Private Capital
North Carolina
$1.13K – – –
AAP
941
Arax Advisory Partners
Colorado
$1.07K -$3.25K -52 -76%
AA
942
AlphaMark Advisors
Kentucky
$1K – – –
GKIM
943
GW&K Investment Management
Massachusetts
$1K +$1.19K +19 New
CNBTD
944
Citizens National Bank Trust Department
Mississippi
$999 – – –
JWM
945
Janiczek Wealth Management
Colorado
$999 – – –
PO
946
Private Ocean
California
$865 – – –
GIA
947
GHP Investment Advisors
Colorado
$848 – – –
DWA
948
Delos Wealth Advisors
Texas
$799 – – –
BCH
949
Berkshire Capital Holdings
California
$666 – – –
IRC
950
Investors Research Corp
Georgia
$666 – – –
36 37
38
39 40

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.