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XYZ

Block Inc
XYZ

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: 1,248 → 1,027 (-221)

45% less funds holding in top 10

Funds holding in top 10: 44 → 24 (-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

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$471M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$248M
3
Renaissance Technologies
Renaissance Technologies
New York
+$235M
4
JP Morgan Chase
JP Morgan Chase
New York
+$127M
5
Sands Capital Management
Sands Capital Management
Virginia
+$108M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$641M
2
DIG
Dragoneer Investment Group
California
-$387M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$327M
4
LPC
Lone Pine Capital
Connecticut
-$270M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$242M
Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
951
Clean Yield Group
Vermont
$4K +$2.47K +27 +82%
RCM
952
Ravenstone Capital Management
$4K – – –
PP
953
PFS Partners
New Jersey
$3.07K +$4.57K +50 New
AWM
954
Activest Wealth Management
Florida
$3K – – –
ACM
955
Antonetti Capital Management
Florida
$3K – – –
CWM
956
Cedar Wealth Management
California
$3K – – –
HFM
957
Hartford Financial Management
Connecticut
$3K – – –
OC
958
Oakworth Capital
Alabama
$3K – – –
PB
959
Pinnacle Bancorp
Nebraska
$3K – – –
SFG
960
Steward Financial Group
Texas
$3K +$457 +5 +8%
CCM
961
Cribstone Capital Management
Maine
$3K +$822 +9 +23%
HWA
962
Heritage Wealth Advisors
Virginia
$3K +$1.83K +20 +69%
RG
963
Retirement Group
California
$2K -$7.67K -84 -72%
BC
964
Bartlett & Co
Ohio
$2K -$6.67K -73 -73%
TCWA
965
Ten Capital Wealth Advisors
Washington
$2K -$4.2K -46 -64%
LCM
966
Logan Capital Management
Pennsylvania
$2K -$2.65K -29 -46%
BAM
967
Bellevue Asset Management
Washington
$2K -$183 -2 -5%
BC
968
Belmont Capital
California
$2K – – –
CHA
969
Carmichael Hill & Associates
Maryland
$2K – – –
CAM
970
Costello Asset Management
Pennsylvania
$2K – – –
HR
971
Howe & Rusling
New York
$2K +$457 +5 +20%
TF
972
Tompkins Financial
New York
$2K +$914 +10 +40%
AW
973
Avion Wealth
Texas
$2K +$1.1K +12 +48%
HS
974
Horan Securities
United States
$2K +$2.65K +29 New
CWM
975
Castle Wealth Management
Florida
$2K +$2.74K +30 New
37 38
39
40 41

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.