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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
PMFA
976
Plante Moran Financial Advisors
Michigan
$2K +$3.38K +37 New
NMG
977
New Millennium Group
Utah
$2K +$3.56K +39 New
BCWM
978
Bartlett & Co Wealth Management
Ohio
$1.66K -$6.67K -73 -73%
GEA
979
Glen Eagle Advisors
New Jersey
$1.29K +$1.92K +21 New
PGAM
980
Princeton Global Asset Management
New Jersey
$1K -$18.3K -200 -89%
KIG
981
Kessler Investment Group
Indiana
$1K -$10.9K -119 -86%
WAS
982
Winch Advisory Services
Wisconsin
$1K -$5.94K -65 -81%
LWANC
983
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K -$4.57K -50 -83%
CMBA
984
C.M. Bidwell & Associates
Hawaii
$1K -$2.1K -23 -68%
APC
985
Aspire Private Capital
North Carolina
$1K
BWS
986
BCR Wealth Strategies
Alabama
$1K
CWA
987
Carolina Wealth Advisors
South Carolina
$1K
CNBTD
988
Citizens National Bank Trust Department
Mississippi
$1K
CP
989
Corbenic Partners
Pennsylvania
$1K
CWM
990
Curi Wealth Management
North Carolina
$1K
DWA
991
Delos Wealth Advisors
Texas
$1K
DSC
992
Duncker Streett & Co
Missouri
$1K
GIA
993
GHP Investment Advisors
Colorado
$1K
IRC
994
Investors Research Corp
Georgia
$1K
JWM
995
Janiczek Wealth Management
Colorado
$1K
LPWM
996
Lake Point Wealth Management
Texas
$1K
WAM
997
Worth Asset Management
Texas
$1K
GCS
998
Gordian Capital (Singapore)
Singapore
$1K +$91 +1 New
LF
999
Lee Financial
Texas
$1K +$183 +2 +9%
MFT
1000
Moisand Fitzgerald Tamayo
Florida
$1K +$822 +9 New

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.