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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
AFA
1376
Arlington Financial Advisors
California
-$396K -2,452 Closed
VAFP
1377
Vahanian & Associates Financial Planning
New York
-$396K -2,451 Closed
RCG
1378
Regatta Capital Group
California
-$395K -2,444 Closed
OCM
1379
One Capital Management
California
-$394K -2,441 Closed
PFG
1380
PAX Financial Group
Texas
-$381K -2,357 Closed
SC
1381
Shay Capital
New York
-$285K -2,353 Closed
EFS
1382
Essex Financial Services
Connecticut
-$375K -2,320 Closed
OA
1383
Oxbow Advisors
Texas
-$363K -2,250 Closed
BWFA
1384
Baltimore-Washington Financial Advisors
Maryland
-$358K -2,222 Closed
SCA
1385
Spearhead Capital Advisors
Florida
-$359K -2,222 Closed
PA
1386
Paragon Advisors
Texas
-$349K -2,163 Closed
OGC
1387
Oak Grove Capital
New Hampshire
-$341K -2,110 Closed
TW
1388
TrinityPoint Wealth
Connecticut
-$334K -2,069 Closed
VWA
1389
Visionary Wealth Advisors
Illinois
-$327K -2,026 Closed
CC
1390
Codex Capital
New York
-$322K -2,000 Closed
HCM
1391
Highview Capital Management
Illinois
-$323K -2,000 Closed
TC
1392
Tatro Capital
Kentucky
-$321K -1,986 Closed
CA
1393
Cornerstone Advisory
Maryland
-$309K -1,914 Closed
GCP
1394
GSA Capital Partners
United Kingdom
-$308K -1,908 Closed
SFP
1395
Sandbox Financial Partners
Maryland
-$303K -1,875 Closed
AC
1396
Apogem Capital
New York
-$296K -1,832 Closed
CCG
1397
Chatham Capital Group
Georgia
-$283K -1,752 Closed
PGIM
1398
Pacific Global Investment Management
California
-$279K -1,728 Closed
EWA
1399
Evolution Wealth Advisors
Florida
-$279 -1,727 Closed
CIA
1400
Capital Investment Advisors
Georgia
-$273K -1,693 Closed

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.