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XM

Qualtrics International Inc. Class A Common Stock

Delisted

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

210 hedge funds and large institutions have $4.22B invested in Qualtrics International Inc. Class A Common Stock in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 81 increasing their positions, 35 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

131% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 35

27% more funds holding

Funds holding: 165210 (+45)

24% more capital invested

Capital invested by funds: $3.4B → $4.22B (+$823M)

19% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $25.1M

Holders
210
Holders Change
+45
Holders Change %
+27.27%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
76
Increased
81
Reduced
35
Closed
30
Calls
$20.4M
Puts
$25.1M
Net Calls
-$4.64M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
S
176
SignatureFD
Georgia
$28K
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$28K +$31.1K +800 New
AF
178
Allworth Financial
California
$18K
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K +$19.4K +500 New
TCWM
180
Total Clarity Wealth Management
Illinois
$18K +$19.4K +500 New
UB
181
UMB Bank
Missouri
$16K +$17.2K +443 New
TWM
182
Tradition Wealth Management
Minnesota
$14K
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$14K +$15.4K +397 New
CT
184
Clearstead Trust
Maine
$13K +$14.4K +371 New
CCMW
185
Cypress Capital Management (Wyoming)
Wyoming
$11K +$11.7K +300 New
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$10K +$11.3K +290 New
SPIA
187
Steward Partners Investment Advisory
New York
$9K -$19.4K -500 -67%
US Bancorp
188
US Bancorp
Minnesota
$7K -$117 -3 -2%
JWA
189
JFS Wealth Advisors
Pennsylvania
$7K +$7.77K +200 New
HNWAG
190
High Net Worth Advisory Group
Florida
$5K +$5.83K +150 New
NFSG
191
Newbridge Financial Services Group
Florida
$3K
PWMG
192
Prestige Wealth Management Group
New Jersey
$3K +$3.19K +82 New
HLOC
193
H.L. Ormond & Company
North Carolina
$3K +$3.46K +89 New
CFA
194
Carroll Financial Associates
North Carolina
$2K
PA
195
Parallel Advisors
California
$2K +$2.02K +52 New
WTA
196
Washington Trust Advisors
Massachusetts
$2K +$2.1K +54 New
AWM
197
Avior Wealth Management
Nebraska
$2K +$3.23K +83 New
DTIM
198
Danda Trouve Investment Management
Kansas
$1K -$25.3K -650 -96%
GWM
199
Geneos Wealth Management
Colorado
$1K
BIA
200
Bell Investment Advisors
California
$1K +$583 +15 New

XM Hedge Fund Activity: Q4 2021 in Review

210 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Qualtrics International Inc. Class A Common Stock (XM) for Q4 2021, worth a combined $4.22B — up 24% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new XM positions and 30 closed out — a net gain of 46 holders — while 81 added to existing stakes and 35 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $206M. The largest seller was Capital Research Global Investors, cutting an estimated $83.9M.

  • 210 institutional investors held Qualtrics International Inc. Class A Common Stock (XM) as of Q4 2021, up from 165 in Q3 2021.
  • Funds reported $4.22B of Qualtrics International Inc. Class A Common Stock stock for Q4 2021, up 24% quarter-over-quarter.
  • 76 funds opened new Qualtrics International Inc. Class A Common Stock positions in Q4 2021 and 30 closed out, a net change of +46 holders.
  • The largest Qualtrics International Inc. Class A Common Stock buyer in Q4 2021 was Holocene Advisors, an estimated $206M added.
  • The largest Qualtrics International Inc. Class A Common Stock seller in Q4 2021 was Capital Research Global Investors, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2021.