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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
RMC
1176
Resources Management Corp
Connecticut
$8K -$24.2K -200 -77%
PK
1177
Pflug Koory
Nebraska
$8K -$12.1K -100 -64%
LWANC
1178
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K
SFG
1179
Steward Financial Group
Texas
$8K
PFBT
1180
Parkside Financial Bank & Trust
Missouri
$7K -$5.33K -44 -44%
ACM
1181
Antonetti Capital Management
Florida
$7K
CWM
1182
Cedar Wealth Management
California
$7K
CI Investments Inc
1183
CI Investments Inc
Ontario, Canada
$7K
CFO
1184
CVA Family Office
Colorado
$7K
OC
1185
Oakworth Capital
Alabama
$7K
PB
1186
Pinnacle Bancorp
Nebraska
$7K +$6.05K +50 New
Macquarie Group
1187
Macquarie Group
Australia
$6.65K -$7.03M -58,099 -54%
DB
1188
Dravo Bay
Delaware
$6.64K +$5.93K +49 New
BAM
1189
Bellevue Asset Management
Washington
$6K -$2.91K -24 -38%
AWM
1190
Activest Wealth Management
Florida
$6K
HFM
1191
Hartford Financial Management
Connecticut
$6K +$3.75K +31 +258%
EWA
1192
EverSource Wealth Advisors
Alabama
$6K +$5.45K +45 New
Jones Financial Companies
1193
Jones Financial Companies
Missouri
$5K -$16.5K -136 -80%
BHWM
1194
Beaird Harris Wealth Management
Texas
$5K -$16.3K -135 -77%
DHGWA
1195
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K -$6.05K -50 -58%
BC
1196
Belmont Capital
California
$5K
CCM
1197
Cribstone Capital Management
Maine
$5K
M1FG
1198
Mach-1 Financial Group
Arkansas
$5K
CMBA
1199
C.M. Bidwell & Associates
Hawaii
$5K +$1.33K +11 +48%
AssetMark Inc
1200
AssetMark Inc
California
$4K -$354K -2,925 -99%

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.