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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
Principal Financial Group
251
Principal Financial Group
Iowa
-$452K -15,729 Closed
FIA
252
FNY Investment Advisers
New York
-$431K -15,000 Closed
CI
253
Cambiar Investors
Colorado
-$391K -13,596 Closed
First Trust Advisors
254
First Trust Advisors
Illinois
-$374K -13,020 Closed
Dimensional Fund Advisors
255
Dimensional Fund Advisors
Texas
-$303K -10,537 Closed
DI
256
DUMAC Inc
North Carolina
-$287K -10,000 Closed
BBA
257
Baader Bank Aktiengesellschaft
Germany
-$247K -8,600 Closed
Federated Hermes
258
Federated Hermes
Pennsylvania
-$227K -7,901 Closed
Tudor Investment Corp
259
Tudor Investment Corp
Connecticut
-$203K -7,048 Closed
LIM
260
Longfellow Investment Management
Massachusetts
-$184K -6,385 Closed
SG Americas Securities
261
SG Americas Securities
New York
-$104K -3,610 Closed
EVM
262
Eaton Vance Management
Massachusetts
-$84K -2,919 Closed
MIP
263
Mondrian Investment Partners
United Kingdom
-$20K -689 Closed
EBA
264
Eagle Bay Advisors
New York
-$20K -680 Closed
Parallax Volatility Advisers
265
Parallax Volatility Advisers
California
-$6.46K -207 Closed
PIM
266
Platinum Investment Management
Australia
-$5K -159 Closed
SCA
267
Snowden Capital Advisors
New York
-$3K -112 Closed
SFO
268
Standard Family Office
South Dakota
-$2K -78 Closed
TCM
269
TD Capital Management
Tennessee
-$2K -69 Closed
AAP
270
Arax Advisory Partners
Colorado
-$1K -42 Closed
ST
271
Sageworth Trust
Pennsylvania
-$1K -38 Closed
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
-$1K -30 Closed
CA
273
CoreCap Advisors
Michigan
-$1K -20 Closed
PO
274
Private Ocean
California
+$31 +1 New
OLVIG
275
Oliver Lagore Vanvalin Investment Group
Michigan
+$343 +11 New

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.