We are live on ! Find out more
XP icon

XP
XP

257 hedge funds and large institutions have $7.08B invested in XP in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 21

19% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 79

14% more funds holding

Funds holding: 225 → 257 (+32)

6% more capital invested

Capital invested by funds: $6.67B → $7.08B (+$409M)

0.15% more ownership

Funds ownership: 64.08% → 64.23% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

45% less call options, than puts

Call options by funds: $95.8M | Put options by funds: $175M

Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
4.08%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
54
Increased
94
Reduced
79
Closed
21
Calls
$95.8M
Puts
$175M
Net Calls
-$79.2M
Net Calls Change
-$241M

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$298M
2
BlackRock
BlackRock
New York
+$44.1M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$37.5M
4
Two Sigma Investments
Two Sigma Investments
New York
+$36.5M
5
CS
Candriam SCA
Luxembourg
+$31M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$169M
2
Dodge & Cox
Dodge & Cox
California
-$103M
3
TI
Truxt Investmentos
Brazil
-$66.3M
4
Capital World Investors
Capital World Investors
California
-$49.5M
5
AI
Advent International
Massachusetts
-$48.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
251
Whittier Trust
California
$276 – – –
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138 – – –
HCM
253
Hollencrest Capital Management
California
$69 – – –
FGAM
254
Financial Gravity Asset Management
Texas
$43 -$526 -21 -91%
CFS
255
CGC Financial Services
Oregon
$23 – – –
AI
256
Advent International
Massachusetts
– -$48.4M -2,062,138 Closed
VSI
257
Verde Servicos Internacionais
Brazil
– -$47M -2,003,354 Closed
SGDR
258
SPX Gestao de Recursos
Brazil
– -$26.9M -1,146,978 Closed
Fidelity International
259
Fidelity International
Bermuda
– -$14.6M -623,383 Closed
Baillie Gifford & Co
260
Baillie Gifford & Co
United Kingdom
– -$9.57M -407,875 Closed
AA
261
Armor Advisors
New York
– -$5.87M -250,000 Closed
Balyasny Asset Management
262
Balyasny Asset Management
Illinois
– -$5.86M -249,707 Closed
Assenagon Asset Management
263
Assenagon Asset Management
Luxembourg
– -$4.3M -183,079 Closed
E
264
Ergoteles
New York
– -$2.9M -123,616 Closed
SC
265
Sagil Capital
United Kingdom
– -$2.35M -100,000 Closed
SSA
266
Schonfeld Strategic Advisors
New York
– -$1.03M -43,880 Closed
BC
267
Bridgefront Capital
Texas
– -$296K -12,627 Closed
T2I
268
Turim 21 Investimentos
Brazil
– -$259K -11,024 Closed
VAS
269
Vestmark Advisory Solutions
Massachusetts
– -$233K -9,927 Closed
HIIFS
270
Harel Insurance Investments & Financial Services
Israel
– -$113K -4,499 -100%
HIA
271
Harbor Investment Advisory
Maryland
– -$17.5K -747 Closed
WP
272
WealthPLAN Partners
Nebraska
– -$4.69K -200 Closed
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
– -$1.64K -70 Closed
HI
274
Harbour Investments
Wisconsin
– -$352 -15 Closed
LSA
275
Leonteq Securities AG
Switzerland
– -$47 -2 Closed
8 9 10
11
12

XP Hedge Fund Activity: Q3 2023 in Review

257 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2023, worth a combined $7.08B — up 6.1% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new XP positions and 21 closed out — a net gain of 33 holders — while 94 added to existing stakes and 79 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $298M. The largest seller was Fidelity Investments, cutting an estimated $169M.

  • 257 institutional investors held XP (XP) as of Q3 2023, up from 225 in Q2 2023.
  • Funds reported $7.08B of XP stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 54 funds opened new XP positions in Q3 2023 and 21 closed out, a net change of +33 holders.
  • The largest XP buyer in Q3 2023 was Pacer Advisors, an estimated $298M added.
  • The largest XP seller in Q3 2023 was Fidelity Investments, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2023.