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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 %
BIA
276
Bell Investment Advisors
California
$2.43K +$860 +33 +55%
FAM
277
Fred Alger Management
New York
$2.35K +$2.35K +90 New
JWA
278
JFS Wealth Advisors
Pennsylvania
$2.3K +$2.3K +88 New
HBW
279
Hazlett, Burt & Watson
West Virginia
$2K – – –
RFG
280
RFP Financial Group
Georgia
$1.9K +$1.9K +73 New
RTL
281
Red Tortoise LLC
Georgia
$1.8K +$1.8K +69 New
OA
282
Operose Advisors
Wisconsin
$1.59K – – –
PGAM
283
Princeton Global Asset Management
New Jersey
$1.43K +$1.43K +55 New
FFA
284
Farther Finance Advisors
California
$1.35K +$700 +27 +108%
IA
285
IFP Advisors
Florida
$1.3K -$1.15K -44 -47%
Kayne Anderson Rudnick Investment Management
286
Kayne Anderson Rudnick Investment Management
California
$995 +$995 +38 New
S
287
Sachetta
Massachusetts
$809 +$809 +31 New
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$547 -$3.78K -145 -87%
N
289
Natixis
France
$521 – – –
WT
290
Whittier Trust
California
$312 – – –
BHWM
291
Beaird Harris Wealth Management
Texas
$261 +$261 +10 New
PFBT
292
Parkside Financial Bank & Trust
Missouri
$183 +$183 +7 New
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156 – – –
TSWM
294
Tyler-Stone Wealth Management
Ohio
$104 – – –
FGAM
295
Financial Gravity Asset Management
Texas
$93 +$47 +2 +100%
HCM
296
Hollencrest Capital Management
California
$78 – – –
CFS
297
CGC Financial Services
Oregon
$26 – – –
TVAMP
298
Tennessee Valley Asset Management Partners
Tennessee
$26 +$26 +1 New
Pacer Advisors
299
Pacer Advisors
Pennsylvania
– -$274M -11,883,130 Closed
DCP
300
Durable Capital Partners
Maryland
– -$117M -5,075,082 Closed
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