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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
CL
1451
CPWM LLC
Washington
-$248K -1,036 Closed
OIS
1452
Okabena Investment Services
Minnesota
-$166K -1,028 Closed
ARIS
1453
Advanced Research Investment Solutions
California
-$161K -1,000 Closed
EBA
1454
Eagle Bay Advisors
New York
-$148K -914 Closed
SFM
1455
Signet Financial Management
New Jersey
-$103K -639 Closed
RPCONE
1456
Retirement Planning Company of New England
Rhode Island
-$94K -583 Closed
TC
1457
TAP Consulting
Missouri
-$76K -471 Closed
MAM
1458
Mystic Asset Management
Rhode Island
-$73K -455 Closed
KFP
1459
KB Financial Partners
New Jersey
-$72K -446 Closed
WIC
1460
Water Island Capital
New York
-$65K -400 Closed
WWMSC
1461
Wagner Wealth Management (South Carolina)
South Carolina
-$63K -391 Closed
Pacer Advisors
1462
Pacer Advisors
Pennsylvania
-$57K -351 Closed
SFPG
1463
Stonebridge Financial Planning Group
Florida
-$36K -330 Closed
AWA
1464
Amplius Wealth Advisors
Pennsylvania
-$52K -323 Closed
CFCI
1465
Comprehensive Financial Consultants Institutional
Indiana
-$32K -274 Closed
MTWM
1466
Masso Torrence Wealth Management
New Jersey
-$42K -260 Closed
PCMC
1467
Paragon Capital Management (Colorado)
Colorado
-$36K -221 Closed
EW
1468
Evoke Wealth
California
-$31K -195 Closed
HFS
1469
Horizon Financial Services
North Carolina
-$30.7K -190 Closed
BFG
1470
Baron Financial Group
New Jersey
-$29.1K -180 Closed
CH
1471
Canton Hathaway
Rhode Island
-$29K -180 Closed
CSWM
1472
Cassady Schiller Wealth Management
Ohio
-$24K -151 Closed
TFM
1473
TFC Financial Management
Massachusetts
-$23K -141 Closed
CCM
1474
Chilton Capital Management
Texas
-$16K -100 Closed
FMTCOCP
1475
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$16K -100 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.