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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
QC
1126
Quent Capital
New York
$22K +$8.72K +72 +78%
CWA
1127
Clearview Wealth Advisors
Oregon
$21K +$1.57K +13 +9%
ZIG
1128
Zullo Investment Group
Pennsylvania
$21K +$3.03K +25 +19%
CAC
1129
Core Alternative Capital
Georgia
$21K +$17.3K +143 +1,100%
GFPC
1130
Global Financial Private Client
Florida
$20K
FMB
1131
Field & Main Bank
Kentucky
$20K -$374K -3,093 -96%
TCM
1132
Tradewinds Capital Management
Washington
$20K -$3.03K -25 -14%
TFA
1133
Toth Financial Advisory
Virginia
$20K -$1.82K -15 -9%
FMII
1134
Farmers & Merchants Investments Inc
Nebraska
$20K
ME
1135
McIlrath & Eck
Washington
$20K +$11K +91 +157%
GI
1136
Gradient Investments
Minnesota
$19K -$4.99M -41,214 -100%
KIG
1137
Kessler Investment Group
Indiana
$19K +$14.4K +119 +626%
NSIM
1138
North Star Investment Management
Illinois
$17K -$21.2K -175 -58%
RG
1139
Retirement Group
California
$16K +$1.45K +12 +12%
ZB
1140
Zions Bancorporation
Utah
$15K -$176K -1,450 -93%
OCM
1141
Orion Capital Management
California
$15K +$5.93K +49 +75%
TAIM
1142
TD Ameritrade Investment Management
Nebraska
$15K +$13.2K +109 New
LFASL
1143
Lugano Financial Advisors SA (LFA)
Switzerland
$15K +$13.9K +115 New
KFS
1144
Kelly Financial Services
Massachusetts
$14.2K -$3.03K -25 -19%
PP
1145
PrairieView Partners
Minnesota
$14K -$12.1K -100 -50%
RDIA
1146
RE Dickinson Investment Advisors
Iowa
$14K -$6.54K -54 -35%
BCM
1147
Blume Capital Management
California
$14K
CB
1148
Community Bank
New York
$14K
HNWAG
1149
High Net Worth Advisory Group
Florida
$14K
JC
1150
JCSD Capital
California
$14K

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.