XP
225 hedge funds and large institutions have $6.67B invested in XP in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 37 closing their positions.
93% more capital invested
Capital invested by funds: $3.45B → $6.67B (+$3.22B)
91% more call options, than puts
Call options by funds: $340M | Put options by funds: $178M
89% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 37
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
17% more funds holding
Funds holding: 192 → 225 (+33)
5% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 65
1.55% less ownership
Funds ownership: 65.63% → 64.08% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$180M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$166M |
| 3 |
ACGDR
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
|
+$157M |
| 4 |
GA
General Atlantic
New York
|
+$73M |
| 5 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$53.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$199M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$156M |
| 3 |
SI
Squadra Investments
Rio De Janeiro,
Brazil
|
-$113M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$97.9M |
| 5 |
Tiger Global Management
New York
|
-$86.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFB
251
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$1.64K | -138 | Closed |
|
|
IAIM
252
International Assets Investment Management
Orlando,
Florida
| – | -$1.35K | -114 | Closed |
|
|
BAM
253
Belpointe Asset Management
Reno,
Nevada
| – | -$1.33K | -112 | Closed |
|
|
BBHC
254
Brown Brothers Harriman & Co
New York
| – | -$712 | -60 | Closed |
|
|
HWA
255
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$238 | -20 | Closed |
|
|
FFA
256
Farther Finance Advisors
San Francisco,
California
| – | -$226 | -19 | Closed |
|
|
TSWM
257
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | +$68 | +4 | New |
|
258
Lazard Asset Management
New York
| – | +$204 | +12 | New |
|
|
AWM
259
Activest Wealth Management
Aventure,
Florida
| – | +$1.7K | +100 | New |
|
XP Hedge Fund Activity: Q2 2023 in Review
225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q2 2023, worth a combined $6.67B — up 93% from $3.45B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new XP positions and 37 closed out — a net gain of 33 holders — while 62 added to existing stakes and 65 trimmed.
The largest buyer was BlackRock, adding an estimated $180M. The largest seller was JP Morgan Chase, cutting an estimated $199M.
- 225 institutional investors held XP (XP) as of Q2 2023, up from 192 in Q1 2023.
- Funds reported $6.67B of XP stock for Q2 2023, up 93% quarter-over-quarter.
- 70 funds opened new XP positions in Q2 2023 and 37 closed out, a net change of +33 holders.
- The largest XP buyer in Q2 2023 was BlackRock, an estimated $180M added.
- The largest XP seller in Q2 2023 was JP Morgan Chase, an estimated $199M sold.
Based on aggregated 13F filings for Q2 2023.