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XP
XP

Overview Fund Activity

295 hedge funds and large institutions have $8.13B invested in XP in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.19%
New
43
Increased
107
Reduced
108
Closed
47
Calls
$225M
Puts
$320M
Net Calls
-$94.9M
Net Calls Change
+$32.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$699M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$175M
3
Jane Street
Jane Street
New York
$158M
4
Vanguard Group
Vanguard Group
Pennsylvania
$130M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$121M

Top Sellers

1
ACGDR
Atmos Capital Gestao de Recursos
Brazil
$0
2
BlackRock
BlackRock
New York
$354M
3
Two Sigma Investments
Two Sigma Investments
New York
$70.8M
4
CIEP
Constellation Investimentos e Participacoes
Brazil
$54.6M
5
Sands Capital Management
Sands Capital Management
Virginia
$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWS
276
SYSTM Wealth Solutions
Illinois
$2.46K – – –
BIA
277
Bell Investment Advisors
California
$2.39K – – –
BTI
278
Blue Trust Inc
Georgia
$1.87K -$3.31K -129 -64%
RFG
279
RFP Financial Group
Georgia
$1.87K – – –
RTL
280
Red Tortoise LLC
Georgia
$1.77K – – –
OA
281
Operose Advisors
Wisconsin
$1.57K – – –
OWA
282
Opal Wealth Advisors
New York
$1.31K +$1.31K +51 New
IA
283
IFP Advisors
Florida
$1.28K – – –
Kayne Anderson Rudnick Investment Management
284
Kayne Anderson Rudnick Investment Management
California
$979 – – –
FFA
285
Farther Finance Advisors
California
$926 -$375 -15 -29%
S
286
Sachetta
Massachusetts
$809 – – –
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$744 +$205 +8 +38%
JWA
288
JFS Wealth Advisors
Pennsylvania
$462 -$1.8K -70 -80%
WT
289
Whittier Trust
California
$307 – – –
BHWM
290
Beaird Harris Wealth Management
Texas
$257 – – –
PFBT
291
Parkside Financial Bank & Trust
Missouri
$180 – – –
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154 – – –
TSWM
293
Tyler-Stone Wealth Management
Ohio
$103 – – –
HCM
294
Hollencrest Capital Management
California
$77 – – –
CFS
295
CGC Financial Services
Oregon
$26 – – –
FGAM
296
Financial Gravity Asset Management
Texas
$7 -$93 -4 Closed
ACGDR
297
Atmos Capital Gestao de Recursos
Brazil
– -$186M -7,126,997 Closed
WHGC
298
Wealth High Governance Capital
Brazil
– -$23.5M -900,000 Closed
SC
299
Sagil Capital
United Kingdom
– -$14.4M -552,000 Closed
ECM
300
ExodusPoint Capital Management
New York
– -$8.89M -340,993 Closed
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