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149 hedge funds and large institutions have $6.85B invested in XP in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 27

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

54% more funds holding in top 10

Funds holding in top 10: 1320 (+7)

19% more funds holding

Funds holding: 125149 (+24)

17% more capital invested

Capital invested by funds: $5.84B → $6.85B (+$1.01B)

7.03% more ownership

Funds ownership: 38.71%45.75% (+7%)

95% less call options, than puts

Call options by funds: $9.83M | Put options by funds: $184M

Holders
149
Holders Change
+24
Holders Change %
+19.2%
% of All Funds
2.64%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.35%
New
42
Increased
66
Reduced
27
Closed
18
Calls
$9.83M
Puts
$184M
Net Calls
-$174M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
KCGDR
26
Kiron Capital Gestao de Recursos
Brazil
$45M +$45.3M +1,109,629 New
BlackRock
27
BlackRock
New York
$42.4M +$18M +439,830 +70%
TCP
28
ThornTree Capital Partners
Massachusetts
$42.2M +$33.6M +822,838 +340%
NC
29
Nucleo Capital
Brazil
$41M +$5.77M +141,300 +16%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$34.1M -$44.5M -1,090,119 -56%
ClearBridge Investments
31
ClearBridge Investments
New York
$31.8M +$9.85M +241,147 +43%
Renaissance Technologies
32
Renaissance Technologies
New York
$25.9M +$17.7M +434,032 +199%
GGHC
33
Gilder Gagnon Howe & Co
New York
$25.8M -$342K -8,381 -1%
CG
34
Compass Group
New York
$25.7M +$13.6M +334,103 +107%
AC
35
AMS Capital
Brazil
$22.1M +$8.15M +199,500 +56%
WRF
36
Waddell & Reed Financial
Kansas
$21.1M +$8.32M +203,619 +62%
Aberdeen Group
37
Aberdeen Group
United Kingdom
$20.7M +$5.79M +141,621 +37%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$20.2M +$9.91M +242,466 +91%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$20.1M -$15.6M -381,544 -43%
VPI
40
VELT Partners Investimentos
Brazil
$18.9M +$4.41M +107,910 +29%
Bank of America
41
Bank of America
North Carolina
$17M +$137K +3,342 +0.8%
WCM Investment Management
42
WCM Investment Management
California
$15M +$3.08M +75,395 +25%
IPGDR
43
Investidor Profissional Gestao de Recursos
Brazil
$14.5M +$11M +269,461 +280%
UBS AM
44
UBS AM
Illinois
$14.4M +$14.8M +363,344 New
Millennium Management
45
Millennium Management
New York
$13.5M +$7.63M +186,819 +121%
CM
46
Cartica Management
District of Columbia
$13.3M +$13.7M +336,146 New
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$13.2M +$3.3M +80,659 +32%
Bessemer Group
48
Bessemer Group
New Jersey
$12.8M +$4.4M +107,675 +50%
BC
49
BIT Capital
Germany
$12.7M -$10.7M -262,800 -45%
Geode Capital Management
50
Geode Capital Management
Massachusetts
$10.7M -$200K -4,895 -2%

XP Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q4 2020, worth a combined $6.85B — up 17% from $5.84B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new XP positions and 18 closed out — a net gain of 24 holders — while 66 added to existing stakes and 27 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $356M. The largest seller was Fidelity Investments, cutting an estimated $44.5M.

  • 149 institutional investors held XP (XP) as of Q4 2020, up from 125 in Q3 2020.
  • Funds reported $6.85B of XP stock for Q4 2020, up 17% quarter-over-quarter.
  • 42 funds opened new XP positions in Q4 2020 and 18 closed out, a net change of +24 holders.
  • The largest XP buyer in Q4 2020 was T. Rowe Price Associates, an estimated $356M added.
  • The largest XP seller in Q4 2020 was Fidelity Investments, an estimated $44.5M sold.

Based on aggregated 13F filings for Q4 2020.