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XP
XP

Overview Fund Activity

263 hedge funds and large institutions have $5.47B invested in XP in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 92 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-32
Holders Change %
-10.85%
% of All Funds
3.83%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.13%
New
40
Increased
102
Reduced
92
Closed
69
Calls
$66M
Puts
$28.6M
Net Calls
+$37.3M
Net Calls Change
+$132M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$604M
2
ACGDR
2
Atmos Capital Gestao de Recursos
Brazil
$76.9M
3
Millennium Management
3
Millennium Management
New York
$111M
4
BlackRock
4
BlackRock
New York
$315M
5
Norges Bank
5
Norges Bank
Norway
$76M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$290M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.73M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
CIEP
4
Constellation Investimentos e Participacoes
Brazil
$0
5
Jennison Associates
5
Jennison Associates
New York
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
301
Graham Capital Management
Connecticut
– -$369K -14,366 Closed
AC
302
AXQ Capital
New Jersey
– -$357K -13,900 Closed
GC
303
Guggenheim Capital
Illinois
– -$331K -12,881 Closed
OFS
304
OneAscent Financial Services
Alabama
– -$309K -12,055 Closed
GCP
305
GSA Capital Partners
United Kingdom
– -$302K -11,751 Closed
State of Wisconsin Investment Board
306
State of Wisconsin Investment Board
Wisconsin
– -$277K -10,800 Closed
OWM
307
OneAscent Wealth Management
Alabama
– -$273K -10,642 Closed
MGWM
308
Marks Group Wealth Management
Minnesota
– -$269K -10,490 Closed
HCA
309
Harbour Capital Advisors
Virginia
– -$262K -10,450 Closed
IWM
310
IHT Wealth Management
Illinois
– -$258K -10,057 Closed
OSAM
311
O'Shaughnessy Asset Management
Connecticut
– -$254K -9,888 Closed
PAM
312
Panagora Asset Management
Massachusetts
– -$247K -9,620 Closed
CG
313
Caprock Group
Idaho
– -$247K -9,618 Closed
DWM
314
Dynasty Wealth Management
Florida
– -$244K -9,507 Closed
VPIM
315
Vanguard Personalized Indexing Management
California
– -$240K -9,338 Closed
OWA
316
One Wealth Advisors
California
– -$234K -9,107 Closed
BCI
317
Brinker Capital Investments
Pennsylvania
– -$226K -8,825 Closed
OPS
318
Orion Portfolio Solutions
Nebraska
– -$226K -8,825 Closed
PTC
319
Petrus Trust Company
Texas
– -$212K -8,247 Closed
LPL Financial
320
LPL Financial
California
– -$204K -7,934 Closed
Envestnet Portfolio Solutions
321
Envestnet Portfolio Solutions
Illinois
– -$200K -7,813 Closed
Federated Hermes
322
Federated Hermes
Pennsylvania
– -$198K -7,715 Closed
1832 Asset Management
323
1832 Asset Management
Ontario, Canada
– -$174K -6,780 Closed
AIG
324
American International Group
New York
– -$74.1K -2,886 Closed
ACA
325
Atlas Capital Advisors
Wyoming
– -$41.3K -1,609 Closed
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13
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