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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
BFC
1276
Bedel Financial Consulting
Indiana
-$37K -274 Closed
Cohen & Steers
1277
Cohen & Steers
New York
-$31K -228 Closed
PP
1278
Pacifica Partners
Canada
-$28K -228 Closed
SQA
1279
Simon Quick Advisors
New Jersey
-$30K -221 Closed
BONH
1280
Bank of New Hampshire
New Hampshire
-$28K -205 Closed
GAM
1281
Gemmer Asset Management
California
-$27K -200 Closed
MSFP
1282
Mark Sheptoff Financial Planning
Connecticut
-$27K -200 Closed
PH
1283
Pinnacle Holdings
Oklahoma
-$24.4K -180 Closed
FMB
1284
Field & Main Bank
Kentucky
-$20K -145 Closed
FGAM
1285
Financial Gravity Asset Management
Texas
-$4 -136 Closed
IFS
1286
Intelligent Financial Strategies
Minnesota
-$14K -105 Closed
CB
1287
Community Bank
New York
-$14K -100 Closed
DB
1288
Dravo Bay
Delaware
-$6.64K -49 Closed
BHWM
1289
Beaird Harris Wealth Management
Texas
-$5K -40 Closed
MFA
1290
McClarren Financial Advisors
Pennsylvania
-$4K -35 Closed
Jones Financial Companies
1291
Jones Financial Companies
Missouri
-$2.92K -32 -91%
RDFA
1292
Ritter Daniher Financial Advisory
Ohio
-$3K -25 Closed
EFS
1293
Econ Financial Services
Pennsylvania
-$3K -21 Closed
TFO
1294
Tarbox Family Office
California
-$2K -12 Closed
VCM
1295
Versant Capital Management
Arizona
-$1K -11 Closed
FMP
1296
Financial Management Professionals
Texas
-$914 -10 -71%
TH
1297
TCTC Holdings
Texas
-$1K -10 Closed
LOIM
1298
Liberty One Investment Management
Illinois
-$1K -9 Closed
CI
1299
Cordant Inc
Oregon
-$1K -5 Closed
T
1300
TOBAM
France
-$1K -5 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.