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149 hedge funds and large institutions have $6.85B invested in XP in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $30.3M

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

2.42% more ownership

Funds ownership: 45.75%48.17% (+2.4%)

0% more capital invested

Capital invested by funds: $6.85B → $6.85B (+$2.02M)

0% more funds holding

Funds holding: 149149 (0)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

Holders
149
Holders Change
Holders Change %
0%
% of All Funds
2.62%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
59
Reduced
40
Closed
36
Calls
$52.6M
Puts
$30.3M
Net Calls
+$22.3M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$37.9M +$8.78M +205,730 +26%
KCGDR
27
Kiron Capital Gestao de Recursos
Brazil
$37M -$6.53M -152,894 -14%
TCP
28
ThornTree Capital Partners
Massachusetts
$35M -$5.77M -135,272 -13%
Adage Capital Partners
29
Adage Capital Partners
Massachusetts
$31.9M -$15.4M -360,228 -30%
NC
30
Nucleo Capital
Brazil
$31.6M -$8.38M -196,300 -19%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$31.4M -$1.08M -25,394 -3%
CM
32
Cartica Management
District of Columbia
$28.2M +$17.6M +412,253 +123%
Bessemer Group
33
Bessemer Group
New Jersey
$27.9M +$17.8M +418,087 +129%
CFM
34
Coronation Fund Managers
South Africa
$26M +$29.4M +689,573 New
UIM
35
USS Investment Management
United Kingdom
$25.3M +$28.7M +672,175 New
Renaissance Technologies
36
Renaissance Technologies
New York
$25.3M +$820K +19,200 +3%
GGHC
37
Gilder Gagnon Howe & Co
New York
$24M -$519K -12,148 -2%
JGGDR
38
JGP Global Gestao de Recursos
Brazil
$21.7M +$33.9M +794,807 New
Fidelity International
39
Fidelity International
Bermuda
$21.4M +$21.3M +497,842 +706%
VPI
40
VELT Partners Investimentos
Brazil
$19.4M +$1.56M +36,650 +8%
CG
41
Compass Group
New York
$18.7M -$6.46M -151,374 -23%
GCM
42
Ghisallo Capital Management
Massachusetts
$18.5M +$20.9M +490,076 New
Bank of America
43
Bank of America
North Carolina
$18.3M +$2.41M +56,563 +13%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$18M -$1.41M -33,102 -6%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$17.1M +$5.2M +121,892 +37%
Aberdeen Group
46
Aberdeen Group
United Kingdom
$16.5M -$3.56M -83,500 -16%
UBS AM
47
UBS AM
Illinois
$13.9M +$230K +5,376 +1%
BC
48
BIT Capital
Germany
$13.1M +$1.2M +28,100 +9%
BCP
49
Berylson Capital Partners
Massachusetts
$12.9M +$14.7M +343,500 New
Morgan Stanley
50
Morgan Stanley
New York
$12.3M +$3.76M +88,018 +37%

XP Hedge Fund Activity: Q1 2021 in Review

149 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2021, worth a combined $6.85B — up 0.03% from $6.85B a quarter earlier.

Fund positioning in XP was balanced in Q1 2021: 36 funds opened new positions, 36 closed out, 59 added to existing stakes and 40 trimmed.

The largest buyer was Sands Capital Management, adding an estimated $179M. The largest seller was Kapitalo Investimentos, exiting entirely with an estimated $75.3M sold.

  • 149 institutional investors held XP (XP) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $6.85B of XP stock for Q1 2021, up 0.03% quarter-over-quarter.
  • 36 funds opened new XP positions in Q1 2021 and 36 closed out, a net change of 0 holders.
  • The largest XP buyer in Q1 2021 was Sands Capital Management, an estimated $179M added.
  • The largest XP seller in Q1 2021 was Kapitalo Investimentos, an estimated $75.3M sold.

Based on aggregated 13F filings for Q1 2021.