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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 %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$897 +$664 +37 +285%
MCM
277
MV Capital Management
Maryland
$862 +$377 +21 +78%
CAM
278
Creekmur Asset Management
Illinois
$700 – – –
Kayne Anderson Rudnick Investment Management
279
Kayne Anderson Rudnick Investment Management
California
$685 -$180 -10 -21%
MG
280
Mather Group
Illinois
$681 -$15.6K -868 -96%
CPA
281
Capital Performance Advisors
California
$269 +$269 +15 New
AAP
282
Arax Advisory Partners
Colorado
$252 +$252 +14 New
RIL
283
Rothschild Investment LLC
Illinois
$179 +$179 +10 New
JWA
284
JFS Wealth Advisors
Pennsylvania
$108 – – –
LFG
285
Larson Financial Group
Missouri
$72 +$72 +4 New
HCM
286
Hollencrest Capital Management
California
$54 – – –
KB
287
Kimelman & Baird
New York
$54 – – –
CFS
288
CGC Financial Services
Oregon
$18 – – –
Arrowstreet Capital
289
Arrowstreet Capital
Massachusetts
– -$94.6M -5,378,290 Closed
Norges Bank
290
Norges Bank
Norway
– -$76M -4,320,938 Closed
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
– -$42.8M -2,228,957 Closed
Qube Research & Technologies (QRT)
292
Qube Research & Technologies (QRT)
United Kingdom
– -$22.7M -1,289,376 Closed
HF
293
HRT Financial
New York
– -$7.47M -424,713 Closed
YIH
294
Y-Intercept (HK)
Hong Kong
– -$5.48M -311,501 Closed
ECM
295
ExodusPoint Capital Management
New York
– -$5.44M -309,225 Closed
LP
296
LMR Partners
United Kingdom
– -$3.06M -174,000 Closed
CFM
297
Catalyst Funds Management
Australia
– -$2.94M -167,000 Closed
Balyasny Asset Management
298
Balyasny Asset Management
Illinois
– -$2.46M -139,768 Closed
PAS
299
Point72 Asia (Singapore)
Singapore
– -$1.76M -99,786 Closed
AI
300
Atom Investors
Texas
– -$1.65M -93,924 Closed
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