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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
GC
1251
Garde Capital
Washington
-$210K -1,546 Closed
SDH
1252
Sloy Dahl & Holst
Washington
-$209K -1,542 Closed
ACM
1253
Advisors Capital Management
New Jersey
-$207K -1,525 Closed
MAG
1254
MRA Advisory Group
New Jersey
-$205K -1,515 Closed
KP
1255
Keel Point
Alabama
-$204K -1,508 Closed
MG
1256
Mather Group
Illinois
-$204K -1,501 Closed
EWG
1257
Executive Wealth Group
Washington
-$203K -1,500 Closed
MMPW
1258
Mitchell McLeod Pugh & Williams
Alabama
-$203K -1,500 Closed
PAM
1259
Paradigm Asset Management
New York
-$203K -1,500 Closed
AI
1260
Accredited Investors
Minnesota
-$203K -1,499 Closed
9WM
1261
9258 Wealth Management
Ohio
-$202K -1,492 Closed
FHC
1262
First Heartland Consultants
Missouri
-$200K -1,482 Closed
FPCP
1263
Fort Point Capital Partners
California
-$201K -1,482 Closed
PGFC
1264
Peapack-Gladstone Financial Corp
New Jersey
-$200K -1,431 Closed
CAGAS
1265
Capital Advisory Group Advisory Services
Minnesota
-$145K -1,072 Closed
MBFW
1266
Morton Brown Family Wealth
Pennsylvania
-$136K -1,000 Closed
SIMG
1267
Stephens Investment Management Group
Texas
-$116K -856 Closed
FFWM
1268
Future Financial Wealth Management
Ohio
-$110K -812 Closed
FAG
1269
Fortitude Advisory Group
Washington
-$98K -722 Closed
TLCM
1270
Twin Lakes Capital Management
California
-$92K -679 Closed
T
1271
TCWP
Ohio
-$88K -650 Closed
IAIM
1272
Industrial Alliance Investment Management
Quebec, Canada
-$60K -443 Closed
ADL
1273
Asset Dedication LLC
California
-$55K -394 Closed
SLWA
1274
San Luis Wealth Advisors
California
-$50K -310 Closed
ACM
1275
Aquatic Capital Management
Illinois
-$41K -300 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.