Block Inc
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$298M |
| 2 |
AM
Atreides Management
Boston,
Massachusetts
|
+$168M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$160M |
| 4 |
Holocene Advisors
New York
|
+$115M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$700M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$592M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$346M |
| 4 |
Morgan Stanley
New York
|
-$268M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$162M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWA
1076
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$1.78K | -26 | Closed |
|
1077
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1.24K | -18 | Closed |
|
|
SC
1078
Schubert & Co
Mckinney,
Texas
| – | -$1.17K | -17 | Closed |
|
|
PCM
1079
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| – | -$1.03K | -15 | Closed |
|
|
TIM
1080
Tortoise Investment Management
White Plains,
New York
| – | -$892 | -13 | Closed |
|
|
GA
1081
GoalVest Advisory
New York
| – | -$824 | -12 | Closed |
|
|
MBFW
1082
Morton Brown Family Wealth
Allentown,
Pennsylvania
| – | -$824 | -12 | Closed |
|
|
SCA
1083
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$687 | -10 | Closed |
|
|
GFWA
1084
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$412 | -6 | Closed |
|
|
MRCM
1085
M&R Capital Management
Summit,
New Jersey
| – | -$343 | -5 | Closed |
|
|
SWM
1086
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$137 | -2 | Closed |
|
|
FA
1087
Financial Avengers
Oakland,
California
| – | -$69 | -1 | Closed |
|
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.