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XP
XP

Overview Fund Activity

288 hedge funds and large institutions have $6.12B invested in XP in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 100 increasing their positions, 81 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+25
Holders Change %
+9.51%
% of All Funds
4.17%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
77
Increased
100
Reduced
81
Closed
51
Calls
$51.3M
Puts
$35.5M
Net Calls
+$15.8M
Net Calls Change
-$21.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$780M
2
Fidelity International
2
Fidelity International
Bermuda
$177M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$471M
4
State Street
4
State Street
Massachusetts
$157M
5
Bank of America
5
Bank of America
North Carolina
$91.7M

Top Sellers

1
HL
1
Harding Loevner
New Jersey
$2.67M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$3.59M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$190M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Millennium Management
5
Millennium Management
New York
$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
251
Pinnacle Bancorp
Nebraska
$10.6K – – –
FHA
252
First Horizon Advisors
Tennessee
$10.5K -$14.4K -803 -58%
HNB
253
Hilltop National Bank
Wyoming
$10.5K – – –
VWM
254
Venturi Wealth Management
Texas
$9.58K +$9.58K +534 New
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$6.75K -$771K -42,999 -99%
HNB
256
Huntington National Bank
Ohio
$6.19K +$5.92K +330 +2,200%
AF
257
Allworth Financial
California
$4.13K +$1.17K +65 +39%
GWM
258
Geneos Wealth Management
Colorado
$4K +$4K +223 New
JFGIW
259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.68K – – –
IRC
260
Investors Research Corp
Georgia
$3.66K – – –
RS
261
Rakuten Securities
Japan
$3.62K -$7.71K -430 -68%
UB
262
UMB Bank
Missouri
$3.01K -$24.7K -1,377 -89%
FCA
263
FinTrust Capital Advisors
South Carolina
$2.84K -$3.12K -174 -52%
WSFS
264
Wilmington Savings Fund Society
Delaware
$1.99K +$1.99K +111 New
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
$1.94K -$876K -48,798 -100%
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$1.92K -$4.68K -261 -71%
AWM
267
Activest Wealth Management
Florida
$1.89K – – –
PPC
268
Park Place Capital
Alabama
$1.85K – – –
PFBT
269
Parkside Financial Bank & Trust
Missouri
$1.54K +$215 +12 +16%
JIP
270
Jaffetilchin Investment Partners
Florida
$1.48K +$1.48K +83 New
IA
271
IFP Advisors
Florida
$1.4K -$108 -6 -7%
BIA
272
Bell Investment Advisors
California
$1.24K – – –
OA
273
Operose Advisors
Wisconsin
$1.09K – – –
AFWM
274
Abich Financial Wealth Management
Virginia
$1.06K -$74.4K -4,150 -99%
AssetMark Inc
275
AssetMark Inc
California
$951 -$951 -53 -50%
9 10
11
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