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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
AG
1101
AIA Group
Hong Kong
-$470K -3,463 Closed
SWM
1102
Segment Wealth Management
Texas
-$462K -3,407 Closed
IF
1103
Intrua Financial
Texas
-$454K -3,346 Closed
PIMG
1104
Patriot Investment Management Group
Tennessee
-$439K -3,239 Closed
AMC
1105
Asset Management Corp
Illinois
-$437K -3,225 Closed
DAM
1106
Draper Asset Management
New York
-$427K -3,147 Closed
TWP
1107
Tempus Wealth Planning
California
-$426K -3,138 Closed
LWA
1108
Lineweaver Wealth Advisors
Ohio
-$419K -3,091 Closed
CIA
1109
Caerus Investment Advisors
Texas
-$258K -3,076 Closed
IA
1110
IFG Advisory
Georgia
-$416K -3,071 Closed
TPWM
1111
Twelve Points Wealth Management
Massachusetts
-$410K -3,022 Closed
IA
1112
Insight Advisors
Pennsylvania
-$407K -3,007 Closed
AAS
1113
Ameritas Advisory Services
Nebraska
-$408K -3,006 Closed
WE
1114
Wealth Effects
Massachusetts
-$408K -3,006 Closed
MGP
1115
Metis Global Partners
California
-$407K -2,999 Closed
GC
1116
Grimes & Company
Massachusetts
-$405K -2,985 Closed
SFA
1117
Sequoia Financial Advisors
Ohio
-$403K -2,970 Closed
ACS
1118
Archford Capital Strategies
Illinois
-$403K -2,966 Closed
CAG
1119
Csenge Advisory Group
Florida
-$401K -2,959 Closed
HWM
1120
Howard Wealth Management
Connecticut
-$397K -2,928 Closed
JWM
1121
JGP Wealth Management
Oregon
-$357K -2,897 Closed
CW
1122
CreativeOne Wealth
Kansas
-$391K -2,887 Closed
BJL
1123
Brighton Jones LLC
Washington
-$391K -2,885 Closed
KPW
1124
Kore Private Wealth
New York
-$390K -2,880 Closed
EP
1125
Eudaimonia Partners
Tennessee
-$387K -2,852 Closed

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.