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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
SIC
1201
SFE Investment Counsel
California
-$262K -1,932 Closed
WBG
1202
Wharton Business Group
Pennsylvania
-$261K -1,923 Closed
JC
1203
JB Capital
Connecticut
-$260K -1,911 Closed
NRS
1204
Neville Rodie & Shaw
New York
-$255K -1,910 Closed
LJAC
1205
L.J. Altfest & Co
New York
-$257K -1,893 Closed
LI
1206
LVZ Inc
Michigan
-$255K -1,882 Closed
DA
1207
DSC Advisors
Illinois
-$254K -1,875 Closed
FPCG
1208
Fort Pitt Capital Group
Pennsylvania
-$252K -1,860 Closed
JGC
1209
J. Goldman & Co
New York
-$252K -1,860 Closed
CPW
1210
Catalyst Private Wealth
California
-$252K -1,859 Closed
SHGA
1211
Sand Hill Global Advisors
California
-$251K -1,854 Closed
GA
1212
Greytown Advisors
Florida
-$251K -1,851 Closed
HW
1213
Hancock Whitney
Mississippi
-$250K -1,841 Closed
IC
1214
Intersect Capital
California
-$248K -1,827 Closed
VWM
1215
Venturi Wealth Management
Texas
-$245K -1,808 Closed
SVWAG
1216
Sound View Wealth Advisors Group
Georgia
-$242K -1,781 Closed
CANY
1217
Caxton Associates (New York)
New York
-$239K -1,764 Closed
LFAS
1218
Level Four Advisory Services
Texas
-$237K -1,747 Closed
EWA
1219
Encompass Wealth Advisors
Oregon
-$235K -1,734 Closed
QPWM
1220
Quadrant Private Wealth Management
Pennsylvania
-$235K -1,732 Closed
CG
1221
Colony Group
Massachusetts
-$233K -1,716 Closed
RF
1222
Rollins Financial
Georgia
-$232K -1,708 Closed
EWM
1223
Evercore Wealth Management
New York
-$231K -1,705 Closed
TF
1224
Trek Financial
Arizona
-$231K -1,700 Closed
MFG
1225
Menard Financial Group
Texas
-$230K -1,698 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.