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XP

125 hedge funds and large institutions have $5.84B invested in XP in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

9% more funds holding

Funds holding: 115 → 125 (+10)

1% less capital invested

Capital invested by funds: $5.88B → $5.84B (-$40.2M)

0.82% less ownership

Funds ownership: 39.54% → 38.71% (-0.82%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

35% less call options, than puts

Call options by funds: $32.2M | Put options by funds: $49.7M

Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
2.52%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.26%
New
24
Increased
52
Reduced
34
Closed
12
Calls
$32.2M
Puts
$49.7M
Net Calls
-$17.5M
Net Calls Change
-$1.66M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$571M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$175M
3
SI
Squadra Investments
Brazil
+$123M
4
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
+$61.6M
5
Sands Capital Management
Sands Capital Management
Virginia
+$60.3M

Top Sellers

1
GA
General Atlantic
New York
-$737M
2
DADR
Dynamo Administracao de Recursos
Brazil
-$219M
3
DCP
Durable Capital Partners
Maryland
-$68.5M
4
JP Morgan Chase
JP Morgan Chase
New York
-$41M
5
SC
Samlyn Capital
New York
-$40.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GGHC
26
Gilder Gagnon Howe & Co
New York
$27.4M +$743K +16,256 +3%
AI
27
Advent International
Massachusetts
$26.7M – – –
BlackRock
28
BlackRock
New York
$26.3M -$31.3M -685,145 -52%
American Century Companies
29
American Century Companies
Missouri
$25.1M +$27.5M +602,344 New
BC
30
BIT Capital
Germany
$24.3M -$4.45M -97,442 -14%
ClearBridge Investments
31
ClearBridge Investments
New York
$23.4M -$1.83M -40,141 -7%
ACGDR
32
Atmos Capital Gestao de Recursos
Brazil
$21.4M +$23.1M +504,700 +5,363%
SGDR
33
SPX Gestao de Recursos
Brazil
$19.4M +$21.3M +466,465 New
Group One Trading
34
Group One Trading
Illinois
$18.6M +$2.06M +45,043 +11%
Bank of America
35
Bank of America
North Carolina
$17.7M -$5.44M -119,118 -22%
Aberdeen Group
36
Aberdeen Group
United Kingdom
$15.9M -$3.07M -67,164 -15%
VPI
37
VELT Partners Investimentos
Brazil
$15.4M -$14.4M -314,328 -46%
AAMU
38
Amundi Asset Management US
Massachusetts
$15.2M +$762K +16,689 +5%
AC
39
AMS Capital
Brazil
$14.9M -$10.3M -225,098 -39%
WRF
40
Waddell & Reed Financial
Kansas
$13.7M -$1.78M -38,943 -11%
CG
41
Compass Group
New York
$13M +$2.07M +45,391 +17%
WCM Investment Management
42
WCM Investment Management
California
$12.6M +$1.57M +34,305 +13%
CS
43
Candriam SCA
Luxembourg
$12.5M -$5.22M -114,200 -28%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$11.5M +$366K +8,008 +3%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$11.1M – – –
Victory Capital Management
46
Victory Capital Management
Texas
$10.8M +$11.9M +259,794 New
Fundsmith LLP
47
Fundsmith LLP
United Kingdom
$10.6M – – –
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$10.5M +$1.81M +39,667 +19%
TCP
49
ThornTree Capital Partners
Massachusetts
$10.1M -$3.16M -69,100 -22%
Franklin Resources
50
Franklin Resources
California
$9.46M +$953K +20,860 +10%
1
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XP Hedge Fund Activity: Q3 2020 in Review

125 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2020, worth a combined $5.84B — down 0.68% from $5.88B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new XP positions and 12 closed out — a net gain of 12 holders — while 52 added to existing stakes and 34 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $571M. The largest seller was General Atlantic, cutting an estimated $737M.

  • 125 institutional investors held XP (XP) as of Q3 2020, up from 115 in Q2 2020.
  • Funds reported $5.84B of XP stock for Q3 2020, down 0.68% quarter-over-quarter.
  • 24 funds opened new XP positions in Q3 2020 and 12 closed out, a net change of +12 holders.
  • The largest XP buyer in Q3 2020 was Capital Research Global Investors, an estimated $571M added.
  • The largest XP seller in Q3 2020 was General Atlantic, an estimated $737M sold.

Based on aggregated 13F filings for Q3 2020.