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238 hedge funds and large institutions have $8.16B invested in XP in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 95 increasing their positions, 64 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 64

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

11% more capital invested

Capital invested by funds: $7.32B → $8.16B (+$842M)

2% more funds holding

Funds holding: 234238 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

9% less call options, than puts

Call options by funds: $65.6M | Put options by funds: $72.3M

2.32% less ownership

Funds ownership: 67.46%65.14% (-2.3%)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
3.75%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
54
Increased
95
Reduced
64
Closed
47
Calls
$65.6M
Puts
$72.3M
Net Calls
-$6.72M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OIS
226
Okabena Investment Services
Minnesota
$1K
TJHA
227
Thomas J. Herzfeld Advisors
Florida
$1K
PFS
228
Prospera Financial Services
Texas
$1K +$998 +32 New
MFT
229
Moisand Fitzgerald Tamayo
Florida
$1K +$1.19K +38 New
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$181 -$2.68M -85,843 -100%
LCM
231
Laurion Capital Management
New York
-$56.3M -1,960,002 Closed
AC
232
AMS Capital
Brazil
-$35.6M -1,240,000 Closed
WT
233
Wellcome Trust
United Kingdom
-$19M -660,312 Closed
GGHC
234
Gilder Gagnon Howe & Co
New York
-$19M -660,309 Closed
GCM
235
Ghisallo Capital Management
Massachusetts
-$10.5M -365,073 Closed
ICP
236
Indus Capital Partners
New York
-$5.77M -200,867 Closed
Tiger Global Management
237
Tiger Global Management
New York
-$5.75M -200,000 Closed
NCM
238
Newfoundland Capital Management
Brazil
-$5.14M -164,855 Closed
PP
239
Paloma Partners
Connecticut
-$4.66M -162,025 Closed
Bank of New York Mellon
240
Bank of New York Mellon
New York
-$4.43M -154,076 Closed
TI
241
Trexquant Investment
Connecticut
-$3.84M -133,550 Closed
BBVA
242
Banco Bilbao Vizcaya Argentaria
Spain
-$2.14M -74,862 Closed
TC
243
TwinBeech Capital
New York
-$2.06M -71,844 Closed
HSBC Holdings
244
HSBC Holdings
United Kingdom
-$1.62M -56,214 Closed
CS
245
Candriam SCA
Luxembourg
-$1.48M -51,615 Closed
II
246
INCA Investments
Florida
-$1.33M -46,187 Closed
DZ Bank
247
DZ Bank
Germany
-$1.06M -37,146 Closed
EGM
248
Engineers Gate Manager
New York
-$1.03M -35,756 Closed
Group One Trading
249
Group One Trading
Illinois
-$780K -25,019 Closed
BCM
250
Bayesian Capital Management
New York
-$593K -20,648 Closed

XP Hedge Fund Activity: Q1 2022 in Review

238 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2022, worth a combined $8.16B — up 11% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new XP positions and 47 closed out — a net gain of 7 holders — while 95 added to existing stakes and 64 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $365M. The largest seller was Atmos Capital Gestao de Recursos, cutting an estimated $154M.

  • 238 institutional investors held XP (XP) as of Q1 2022, up from 234 in Q4 2021.
  • Funds reported $8.16B of XP stock for Q1 2022, up 11% quarter-over-quarter.
  • 54 funds opened new XP positions in Q1 2022 and 47 closed out, a net change of +7 holders.
  • The largest XP buyer in Q1 2022 was T. Rowe Price Associates, an estimated $365M added.
  • The largest XP seller in Q1 2022 was Atmos Capital Gestao de Recursos, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2022.