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XP
XP

Overview Fund Activity

299 hedge funds and large institutions have $7.68B invested in XP in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+43
Holders Change %
+16.8%
% of All Funds
4.38%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.28%
New
77
Increased
96
Reduced
102
Closed
33
Calls
$121M
Puts
$249M
Net Calls
-$128M
Net Calls Change
-$48.5M

Top Buyers

1
BlackRock
BlackRock
New York
$472M
2
CIEP
Constellation Investimentos e Participacoes
Brazil
$85.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$95.3M
4
Morgan Stanley
Morgan Stanley
New York
$128M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$212M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$0
2
DCP
Durable Capital Partners
Maryland
$0
3
TI
Truxt Investmentos
Brazil
$55.5M
4
Capital World Investors
Capital World Investors
California
$404M
5
OAG
Orbis Allan Gray
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
251
Tradition Wealth Management
Minnesota
$22K – – –
SAM
252
Smartleaf Asset Management
Massachusetts
$21.5K +$21.5K +816 New
PA
253
Parallel Advisors
California
$16.9K -$3.21K -123 -16%
PB
254
Pinnacle Bancorp
Nebraska
$15.4K +$15.4K +592 New
GKIM
255
GW&K Investment Management
Massachusetts
$14K -$4.04M -156,087 -100%
Toronto Dominion Bank
256
Toronto Dominion Bank
Ontario, Canada
$11.3K – – –
CFGS
257
Concourse Financial Group Securities
Alabama
$10.8K +$391 +15 +4%
POIA
258
Pin Oak Investment Advisors
Texas
$9K – – –
BFEC
259
Benjamin F. Edwards & Company
Missouri
$9K +$9K +338 New
FCA
260
FinTrust Capital Advisors
South Carolina
$8.66K -$3.62K -139 -30%
CA
261
Clearstead Advisors
Ohio
$8.29K +$8.29K +318 New
HNB
262
Huntington National Bank
Ohio
$6.6K -$3.21K -123 -33%
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.35K +$5.35K +205 New
IRC
264
Investors Research Corp
Georgia
$5.32K – – –
BTI
265
Blue Trust Inc
Georgia
$5K +$3.19K +129 +177%
GI
266
GAMMA Investing
California
$4.7K +$4.7K +191 New
National Bank of Canada
267
National Bank of Canada
Quebec, Canada
$4.5K -$1.21M -47,226 -100%
WTA
268
Washington Trust Advisors
Massachusetts
$4.38K – – –
AF
269
Allworth Financial
California
$3.49K +$339 +13 +11%
GRP
270
Global Retirement Partners
California
$3.44K +$3.44K +135 New
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.03K +37 +52%
AWM
272
Activest Wealth Management
Florida
$2.75K +$52 +2 +2%
PPC
273
Park Place Capital
Alabama
$2.69K – – –
NMM
274
Naples Money Management
Florida
$2.61K +$2.61K +100 New
SWS
275
SYSTM Wealth Solutions
Illinois
$2.5K +$2.5K +96 New
9 10
11
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