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XYZ

Block Inc

1,248 hedge funds and large institutions have $50B invested in Block Inc in 2022 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 606 increasing their positions, 355 reducing their positions, and 256 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 355

3% less capital invested

Capital invested by funds: $51.5B → $50B (-$1.54B)

4% less funds holding in top 10

Funds holding in top 10: 4644 (-2)

9% less funds holding

Funds holding: 1,3641,248 (-116)

8.58% less ownership

Funds ownership: 79.85%71.27% (-8.6%)

33% less call options, than puts

Call options by funds: $5.52B | Put options by funds: $8.24B

39% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 256

Holders
1,248
Holders Change
-116
Holders Change %
-8.5%
% of All Funds
19.68%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.69%
New
156
Increased
606
Reduced
355
Closed
256
Calls
$5.52B
Puts
$8.24B
Net Calls
-$2.72B
Net Calls Change
+$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1101
Cohen & Steers
New York
$31K
CSB
1102
City State Bank
Iowa
$31K +$8.23K +68 +43%
AIP
1103
Ahrens Investment Partners
Louisiana
$30K -$30.3K -250 -53%
IUHSA
1104
Itau Unibanco Holding S.A.
Brazil
$30K
MTIC
1105
Missouri Trust & Investment Company
Missouri
$30K
PGAM
1106
Princeton Global Asset Management
New Jersey
$30K
SQA
1107
Simon Quick Advisors
New Jersey
$30K +$2.18K +18 +9%
FCA
1108
FinTrust Capital Advisors
South Carolina
$28K -$36K -297 -59%
BWM
1109
BerganKDV Wealth Management
Minnesota
$28K +$3.51K +29 +16%
CT
1110
Clearstead Trust
Maine
$28K +$6.3K +52 +34%
BONH
1111
Bank of New Hampshire
New Hampshire
$28K +$24.8K +205 New
PP
1112
Pacifica Partners
Canada
$28K +$27.6K +228 New
MSFP
1113
Mark Sheptoff Financial Planning
Connecticut
$27K -$28.5K -235 -54%
CTB
1114
Country Trust Bank
Illinois
$27K
GAM
1115
Gemmer Asset Management
California
$27K
JFA
1116
JNBA Financial Advisors
Minnesota
$27K +$16.5K +136 +223%
FPS
1117
Fieldpoint Private Securities
Connecticut
$26K -$47.7K -394 -67%
TFGT
1118
TS Financial Group (TSFG)
Illinois
$26K -$8.84K -73 -28%
PCH
1119
Polar Capital Holdings
United Kingdom
$25.7K +$12.2M +100,770 +114%
EARNEST Partners
1120
EARNEST Partners
Georgia
$25K
TF
1121
TimeScale Financial
Massachusetts
$25K +$8.47K +70 +63%
LWA
1122
Lenox Wealth Advisors
New York
$25K +$19.7K +163 +418%
PH
1123
Pinnacle Holdings
Oklahoma
$24.4K +$21.8K +180 New
BDWM
1124
Brewin Dolphin Wealth Management
Ireland
$24K -$5.45K -45 -20%
KFI
1125
Key Financial Inc
Pennsylvania
$24K

XYZ Hedge Fund Activity: Q1 2022 in Review

1,248 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2022, worth a combined $50B — down 3% from $51.5B a quarter earlier.

Sellers outnumbered buyers: 256 funds closed out of XYZ and 156 opened new positions — a net loss of 100 holders — while 355 trimmed existing stakes and 606 added.

The largest buyer was Vanguard Group, adding an estimated $836M. The largest seller was Jennison Associates, cutting an estimated $1.21B.

  • 1,248 institutional investors held Block Inc (XYZ) as of Q1 2022, down from 1,364 in Q4 2021.
  • Funds reported $50B of Block Inc stock for Q1 2022, down 3% quarter-over-quarter.
  • 156 funds opened new Block Inc positions in Q1 2022 and 256 closed out, a net change of -100 holders.
  • The largest Block Inc buyer in Q1 2022 was Vanguard Group, an estimated $836M added.
  • The largest Block Inc seller in Q1 2022 was Jennison Associates, an estimated $1.21B sold.

Based on aggregated 13F filings for Q1 2022.