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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
HDIM
1476
Hanson & Doremus Investment Management
Vermont
-$16K -100 Closed
PMFA
1477
Plante Moran Financial Advisors
Michigan
-$16K -100 Closed
AII
1478
AGF Investments Inc
Ontario, Canada
-$14K -85 Closed
TCOV
1479
Trust Company of Vermont
Vermont
-$13K -80 Closed
EWM
1480
Elmwood Wealth Management
California
-$12K -75 Closed
HNWA
1481
Henrickson Nauta Wealth Advisors
Michigan
-$8K -69 Closed
BAM
1482
Baldrige Asset Management
Pennsylvania
-$9K -53 Closed
CCMW
1483
Cypress Capital Management (Wyoming)
Wyoming
-$8K -50 Closed
BA
1484
Bivin & Associates
Oklahoma
-$6K -35 Closed
GEA
1485
Glen Eagle Advisors
New Jersey
-$5.65K -35 Closed
VCM
1486
Vigilant Capital Management
Maine
-$5K -32 Closed
EIP
1487
Ellis Investment Partners
Pennsylvania
-$3K -24 Closed
EWM
1488
Edge Wealth Management
New York
-$4K -22 Closed
RI
1489
Rinkey Investments
California
-$2K -20 Closed
BAM
1490
Byrne Asset Management
New Jersey
-$2.18K -18 -90%
BWM
1491
Baystate Wealth Management
Massachusetts
-$3K -17 Closed
DAM
1492
Delta Asset Management
Tennessee
-$1K -9 Closed
FFG
1493
Ford Financial Group
California
-$1 -9 Closed
MFT
1494
Moisand Fitzgerald Tamayo
Florida
-$1K -9 Closed
SWM
1495
Sugarloaf Wealth Management
Georgia
-$1K -8 Closed
EFSCE
1496
Enterprise Financial Services Corp (EFSC)
Missouri
-$1K -7 Closed
AW
1497
Alaethes Wealth
Nevada
-$1K -6 Closed
Optiver Holding
1498
Optiver Holding
Netherlands
-$1K -5 Closed
AWM
1499
AllSquare Wealth Management
New York
+$121 +1 New
SC
1500
Schubert & Co
Texas
+$242 +2 +200%

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.