We are live on ! Find out more
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
HCMG
1226
Howard Capital Management Group
California
-$228K -1,683 Closed
CCMG
1227
Clark Capital Management Group
Pennsylvania
-$228K -1,682 Closed
Koshinski Asset Management
1228
Koshinski Asset Management
Illinois
-$228K -1,680 Closed
AWE
1229
Avidian Wealth Enterprises
Texas
-$225K -1,658 Closed
ZIG
1230
Zuckerman Investment Group
Illinois
-$224K -1,655 Closed
CS
1231
Comerica Securities
Michigan
-$224K -1,650 Closed
DA
1232
Doliver Advisors
Texas
-$224K -1,649 Closed
RSWM
1233
Robertson Stephens Wealth Management
California
-$223K -1,649 Closed
ACM
1234
Aljian Capital Management
Nevada
-$228K -1,645 Closed
CWS
1235
Cypress Wealth Services
California
-$222K -1,639 Closed
WIA
1236
World Investment Advisors
California
-$221K -1,632 Closed
IAP
1237
Indie Asset Partners
Indiana
-$220K -1,620 Closed
MCM
1238
Mendel Capital Management
Arkansas
-$219K -1,612 Closed
PNAA
1239
Pictet North America Advisors
Switzerland
-$219K -1,611 Closed
DWT
1240
Dorsey & Whitney Trust
South Dakota
-$215K -1,592 Closed
DHFB
1241
Dixon Hubard Feinour & Brown
Virginia
-$215K -1,588 Closed
SSWM
1242
Sheets Smith Wealth Management
North Carolina
-$215K -1,588 Closed
PC
1243
Periscope Capital
Ontario, Canada
-$215K -1,582 Closed
RWA
1244
Ropes Wealth Advisors
Massachusetts
-$214K -1,578 Closed
BMC
1245
Beaton Management Company
Massachusetts
-$214K -1,575 Closed
B
1246
Barings
North Carolina
-$213K -1,571 Closed
CPIA
1247
Cornell Pochily Investment Advisors
New York
-$213K -1,570 Closed
IAG
1248
Investmark Advisory Group
Connecticut
-$212K -1,566 Closed
WPW
1249
Waldron Private Wealth
Pennsylvania
-$212K -1,564 Closed
W
1250
WealthOne
New York
-$212K -1,563 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.