We are live on ! Find out more
XM

Qualtrics International Inc. Class A Common Stock

Delisted

XM was delisted on the 27th of June, 2023.

198 hedge funds and large institutions have $3.71B invested in Qualtrics International Inc. Class A Common Stock in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 51

19% more call options, than puts

Call options by funds: $35.4M | Put options by funds: $29.7M

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 210198 (-12)

12% less capital invested

Capital invested by funds: $4.22B → $3.71B (-$515M)

19% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 53

Holders
198
Holders Change
-12
Holders Change %
-5.71%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
43
Increased
81
Reduced
51
Closed
53
Calls
$35.4M
Puts
$29.7M
Net Calls
+$5.72M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Paloma Partners
Connecticut
-$363K -10,241 Closed
LA
227
LVW Advisors
New York
-$333K -9,415 Closed
TGAM
228
TBH Global Asset Management
Tennessee
-$325K -9,167 Closed
JG
229
Jefferies Group
New York
-$266K -7,500 Closed
Franklin Resources
230
Franklin Resources
California
-$253K -7,155 Closed
ProShare Advisors
231
ProShare Advisors
Maryland
-$241K -6,806 Closed
PP
232
Pegasus Partners
Wisconsin
-$232K -6,564 Closed
Jacobs Levy Equity Management
233
Jacobs Levy Equity Management
New Jersey
-$228K -6,437 Closed
AWA
234
Arete Wealth Advisors
Illinois
-$211K -5,950 Closed
HSBC Holdings
235
HSBC Holdings
United Kingdom
-$205K -5,793 Closed
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$18K -500 Closed
TCWM
237
Total Clarity Wealth Management
Illinois
-$18K -500 Closed
TWM
238
Tradition Wealth Management
Minnesota
-$14K -400 Closed
CT
239
Clearstead Trust
Maine
-$13K -371 Closed
CCMW
240
Cypress Capital Management (Wyoming)
Wyoming
-$11K -300 Closed
US Bancorp
241
US Bancorp
Minnesota
-$7K -190 Closed
NFSG
242
Newbridge Financial Services Group
Florida
-$3K -90 Closed
TC
243
Truvestments Capital
Florida
-$1K -40 Closed
LF
244
Lee Financial
Texas
-$1K -21 Closed
CAL
245
Capital Advisors Ltd
Ohio
+$289 +10 New
IA
246
IndexIQ Advisors
New York
+$347 +12 New

XM Hedge Fund Activity: Q1 2022 in Review

198 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Qualtrics International Inc. Class A Common Stock (XM) for Q1 2022, worth a combined $3.71B — down 12% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of XM and 43 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 81 added.

The largest buyer was Assenagon Asset Management, adding an estimated $106M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $77.1M sold.

  • 198 institutional investors held Qualtrics International Inc. Class A Common Stock (XM) as of Q1 2022, down from 210 in Q4 2021.
  • Funds reported $3.71B of Qualtrics International Inc. Class A Common Stock stock for Q1 2022, down 12% quarter-over-quarter.
  • 43 funds opened new Qualtrics International Inc. Class A Common Stock positions in Q1 2022 and 53 closed out, a net change of -10 holders.
  • The largest Qualtrics International Inc. Class A Common Stock buyer in Q1 2022 was Assenagon Asset Management, an estimated $106M added.
  • The largest Qualtrics International Inc. Class A Common Stock seller in Q1 2022 was Capital Research Global Investors, an estimated $77.1M sold.

Based on aggregated 13F filings for Q1 2022.