XP
301 hedge funds and large institutions have $7.68B invested in XP in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.
136% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 33
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
17% more funds holding
Funds holding: 257 → 301 (+44)
9% more capital invested
Capital invested by funds: $7.08B → $7.68B (+$608M)
3.52% more ownership
Funds ownership: 64.23% → 67.76% (+3.5%)
6% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 102
51% less call options, than puts
Call options by funds: $121M | Put options by funds: $249M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$80.2M |
| 2 |
CIEP
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
|
+$74.6M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$74.1M |
| 4 |
Morgan Stanley
New York
|
+$69.1M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$68.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$274M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$117M |
| 3 |
TI
Truxt Investmentos
Rio De Janeiro,
Brazil
|
-$62.5M |
| 4 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$43.2M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$40.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Capstone Investment Advisors
New York
| – | -$220K | -9,548 | Closed |
|
|
CMF
327
Counterpoint Mutual Funds
San Diego,
California
| – | -$97.1K | -4,211 | Closed |
|
|
TJHA
328
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$20.2K | -875 | Closed |
|
|
CSPIA
329
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$11.1K | -482 | Closed |
|
|
CLOS
330
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$6.45K | -280 | Closed |
|
|
GI
331
Gradient Investments
Arden Hills,
Minnesota
| – | -$1.52K | -66 | Closed |
|
332
Lazard Asset Management
New York
| – | +$205 | +9 | New |
|
XP Hedge Fund Activity: Q4 2023 in Review
301 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q4 2023, worth a combined $7.68B — up 8.6% from $7.08B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new XP positions and 33 closed out — a net gain of 45 holders — while 96 added to existing stakes and 102 trimmed.
The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Pacer Advisors, exiting entirely with an estimated $274M sold.
- 301 institutional investors held XP (XP) as of Q4 2023, up from 257 in Q3 2023.
- Funds reported $7.68B of XP stock for Q4 2023, up 8.6% quarter-over-quarter.
- 78 funds opened new XP positions in Q4 2023 and 33 closed out, a net change of +45 holders.
- The largest XP buyer in Q4 2023 was BlackRock, an estimated $80.2M added.
- The largest XP seller in Q4 2023 was Pacer Advisors, an estimated $274M sold.
Based on aggregated 13F filings for Q4 2023.