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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B +$41.2M +451,237 +1%
Morgan Stanley
2
Morgan Stanley
New York
$1.69B -$31.1M -340,130 -1%
BlackRock
3
BlackRock
New York
$1.53B +$47.1M +515,952 +2%
Sands Capital Management
4
Sands Capital Management
Virginia
$1.01B +$108M +1,179,222 +8%
AIM
5
ARK Investment Management
Florida
$799M +$75.8M +829,086 +10%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$781M +$62.8M +686,870 +6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$697M +$248M +2,712,086 +31%
State Street
8
State Street
Massachusetts
$629M +$24.1M +264,228 +3%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$508M +$58.2M +637,310 +8%
Goldman Sachs
10
Goldman Sachs
New York
$466M +$54.8M +599,757 +9%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$444M +$72.8M +796,675 +12%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$439M -$170M -1,860,895 -21%
NAMA
13
Nikko Asset Management Americas
New York
$413M +$48.5M +530,706 +8%
BCM
14
Bares Capital Management
Texas
$408M +$38.9M +426,204 +7%
Viking Global Investors
15
Viking Global Investors
Connecticut
$344M +$471M +5,151,673 +1,141%
Fisher Asset Management
16
Fisher Asset Management
Washington
$336M +$35.3M +386,400 +8%
Capital World Investors
17
Capital World Investors
California
$335M -$224M -2,453,446 -31%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$310M +$25.9M +282,950 +6%
Coatue Management
19
Coatue Management
New York
$296M -$99.2M -1,085,740 -18%
Bank of America
20
Bank of America
North Carolina
$275M +$17.2M +188,245 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$269M -$56.2M -615,298 -12%
Norges Bank
22
Norges Bank
Norway
$219M +$90.6M +992,071 +39%
Capital International Investors
23
Capital International Investors
California
$218M -$35.2M -385,005 -10%
Allianz Asset Management
24
Allianz Asset Management
Germany
$210M +$58.9M +644,980 +23%
HCM
25
HMI Capital Management
California
$195M

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.