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XM

Qualtrics International Inc. Class A Common Stock

Delisted

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

165 hedge funds and large institutions have $3.4B invested in Qualtrics International Inc. Class A Common Stock in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 45

15% more capital invested

Capital invested by funds: $2.95B → $3.4B (+$446M)

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

1% more funds holding

Funds holding: 164165 (+1)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

50% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $53.5M

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
55
Reduced
45
Closed
39
Calls
$26.5M
Puts
$53.5M
Net Calls
-$27M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
126
Pegasus Partners
Wisconsin
$281K
GAM
127
Gotham Asset Management
New York
$276K -$106K -2,499 -28%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$262K +$25.4K +600 +11%
Franklin Resources
129
Franklin Resources
California
$258K -$7.57M -178,965 -97%
GCP
130
GSA Capital Partners
United Kingdom
$223K -$149K -3,512 -40%
MIC
131
Means Investment Company
Maine
$223K +$221K +5,214 New
TC
132
TownSquare Capital
Utah
$216K +$213K +5,046 New
Capstone Investment Advisors
133
Capstone Investment Advisors
New York
$207K +$205K +4,836 New
TRCT
134
Tower Research Capital (TRC)
New York
$205K +$190K +4,481 +1,494%
VAM
135
Verity Asset Management
North Carolina
$205K +$203K +4,804 New
JIR
136
James Investment Research
Ohio
$173K +$22.4K +529 +15%
AWA
137
Arkadios Wealth Advisors
Georgia
$149K +$50.2K +1,187 +51%
KLWA
138
Kelly Lawrence W & Associates
California
$128K
BFEC
139
Benjamin F. Edwards & Company
Missouri
$122K -$38K -899 -24%
Citigroup
140
Citigroup
New York
$106K -$369K -8,718 -78%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$83K +$31.1K +736 +61%
SWM
142
Spire Wealth Management
Virginia
$57K
AAM
143
Advisors Asset Management
Colorado
$57K +$56.2K +1,329 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$43K
S
145
SignatureFD
Georgia
$34K +$4.23K +100 +14%
SPIA
146
Steward Partners Investment Advisory
New York
$32K
DTIM
147
Danda Trouve Investment Management
Kansas
$29K +$13.4K +318 +88%
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$25.6K +$25.4K +600 New
LSA
149
Leonteq Securities AG
Switzerland
$22.5K +$22.3K +527 New
AF
150
Allworth Financial
California
$21K +$21.1K +500 New

XM Hedge Fund Activity: Q3 2021 in Review

165 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Qualtrics International Inc. Class A Common Stock (XM) for Q3 2021, worth a combined $3.4B — up 15% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new XM positions and 39 closed out — a net gain of 3 holders — while 55 added to existing stakes and 45 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $78.7M. The largest seller was Assenagon Asset Management, cutting an estimated $46M.

  • 165 institutional investors held Qualtrics International Inc. Class A Common Stock (XM) as of Q3 2021, up from 164 in Q2 2021.
  • Funds reported $3.4B of Qualtrics International Inc. Class A Common Stock stock for Q3 2021, up 15% quarter-over-quarter.
  • 42 funds opened new Qualtrics International Inc. Class A Common Stock positions in Q3 2021 and 39 closed out, a net change of +3 holders.
  • The largest Qualtrics International Inc. Class A Common Stock buyer in Q3 2021 was Fidelity Investments, an estimated $78.7M added.
  • The largest Qualtrics International Inc. Class A Common Stock seller in Q3 2021 was Assenagon Asset Management, an estimated $46M sold.

Based on aggregated 13F filings for Q3 2021.