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XM

Qualtrics International Inc. Class A Common Stock

Delisted

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

167 hedge funds and large institutions have $1.28B invested in Qualtrics International Inc. Class A Common Stock in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

12% less funds holding

Funds holding: 189167 (-22)

18% less capital invested

Capital invested by funds: $1.56B → $1.28B (-$286M)

30% less call options, than puts

Call options by funds: $10M | Put options by funds: $14.4M

44% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 48

Holders
167
Holders Change
-22
Holders Change %
-11.64%
% of All Funds
2.88%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
27
Increased
52
Reduced
47
Closed
48
Calls
$10M
Puts
$14.4M
Net Calls
-$4.37M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
126
Lazard Asset Management
New York
$63K +$77.3K +6,221 New
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$58K -$14.1K -1,131 -16%
AAM
128
Advisors Asset Management
Colorado
$55K -$6.68K -538 -9%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$55K +$51.8K +4,168 +339%
CG
130
Cutler Group
California
$51K +$18K +1,449 +41%
Osaic Holdings
131
Osaic Holdings
Arizona
$47K -$8.1K -652 -12%
Canada Pension Plan Investment Board
132
Canada Pension Plan Investment Board
Ontario, Canada
$33K -$399K -32,120 -91%
LSA
133
Leonteq Securities AG
Switzerland
$29.2K
LC
134
Lindbrook Capital
California
$18K +$22.5K +1,810 New
AFG
135
Albion Financial Group
Utah
$14K
TRCT
136
Tower Research Capital (TRC)
New York
$12K -$148K -11,932 -91%
RP
137
Repertoire Partners
New York
$10K -$1.85M -149,000 -99%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$10K
CMA
139
Cedar Mountain Advisors
Oregon
$9K
NL
140
NVWM LLC
Pennsylvania
$8K
S
141
SignatureFD
Georgia
$6K +$683 +55 +10%
CSPAM
142
Cary Street Partners Asset Management
Virginia
$6K +$7.46K +600 New
TWC
143
TD Waterhouse Canada
Ontario, Canada
$5.36K +$6.21K +500 New
AF
144
Allworth Financial
California
$5K
TCWA
145
Ten Capital Wealth Advisors
Washington
$5K +$6.06K +488 New
PCH
146
Polar Capital Holdings
United Kingdom
$4.17K -$4.89M -393,339 -49%
SWM
147
Spire Wealth Management
Virginia
$4K -$10.1K -813 -70%
KFP
148
KB Financial Partners
New Jersey
$4K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$3K
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$3K

XM Hedge Fund Activity: Q3 2022 in Review

167 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Qualtrics International Inc. Class A Common Stock (XM) for Q3 2022, worth a combined $1.28B — down 18% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of XM and 27 opened new positions — a net loss of 21 holders — while 47 trimmed existing stakes and 52 added.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $51.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $55.1M sold.

  • 167 institutional investors held Qualtrics International Inc. Class A Common Stock (XM) as of Q3 2022, down from 189 in Q2 2022.
  • Funds reported $1.28B of Qualtrics International Inc. Class A Common Stock stock for Q3 2022, down 18% quarter-over-quarter.
  • 27 funds opened new Qualtrics International Inc. Class A Common Stock positions in Q3 2022 and 48 closed out, a net change of -21 holders.
  • The largest Qualtrics International Inc. Class A Common Stock buyer in Q3 2022 was EdgePoint Investment Group, an estimated $51.7M added.
  • The largest Qualtrics International Inc. Class A Common Stock seller in Q3 2022 was Citadel Advisors, an estimated $55.1M sold.

Based on aggregated 13F filings for Q3 2022.