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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
AAP
1201
Arax Advisory Partners
Colorado
$4K -$4.96K -41 -59%
CAM
1202
Costello Asset Management
Pennsylvania
$4K
HWA
1203
Heritage Wealth Advisors
Virginia
$4K
MFA
1204
McClarren Financial Advisors
Pennsylvania
$4K
CYG
1205
Clean Yield Group
Vermont
$4K +$1.57K +13 +65%
CHA
1206
Carmichael Hill & Associates
Maryland
$4K +$2.42K +20 +333%
HR
1207
Howe & Rusling
New York
$3K -$50.8K -420 -94%
AW
1208
Avion Wealth
Texas
$3K -$20K -165 -87%
CWA
1209
Carolina Wealth Advisors
South Carolina
$3K
DSC
1210
Duncker Streett & Co
Missouri
$3K
EFS
1211
Econ Financial Services
Pennsylvania
$3K
RDFA
1212
Ritter Daniher Financial Advisory
Ohio
$3K
LF
1213
Lee Financial
Texas
$3K +$2.66K +22 New
TF
1214
Tompkins Financial
New York
$3K +$3.03K +25 New
WWM
1215
Westwood Wealth Management
California
$2.56K -$1.69M -13,950 -42%
TFO
1216
Tarbox Family Office
California
$2K -$1.7K -14 -54%
APC
1217
Aspire Private Capital
North Carolina
$2K
JWM
1218
Janiczek Wealth Management
Colorado
$2K
LPWM
1219
Lake Point Wealth Management
Texas
$2K
CP
1220
Corbenic Partners
Pennsylvania
$2K +$726 +6 +86%
FMP
1221
Financial Management Professionals
Texas
$2K +$1.09K +9 +180%
GIA
1222
GHP Investment Advisors
Colorado
$2K +$1.7K +14 New
PO
1223
Private Ocean
California
$1K -$46K -380 -97%
MA
1224
Montag & Associates
Georgia
$1K -$30.1K -249 -98%
AWMS
1225
Advocacy Wealth Management Services
Georgia
$1K -$1.21K -10 -67%

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.