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168 hedge funds and large institutions have $7.43B invested in XP in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

1% more funds holding

Funds holding: 166168 (+2)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0.77% more ownership

Funds ownership: 48.24%49.01% (+0.77%)

6% less capital invested

Capital invested by funds: $7.92B → $7.43B (-$492M)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

21% less call options, than puts

Call options by funds: $25.8M | Put options by funds: $32.7M

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.94%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.33%
New
30
Increased
66
Reduced
52
Closed
28
Calls
$25.8M
Puts
$32.7M
Net Calls
-$6.95M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
26
WCM Investment Management
California
$47.5M +$2.62M +58,763 +5%
ClearBridge Investments
27
ClearBridge Investments
New York
$44.4M +$203K +4,553 +0.4%
VSI
28
Verde Servicos Internacionais
Brazil
$43.5M +$3.37M +75,345 +7%
Fidelity International
29
Fidelity International
Bermuda
$42.1M +$3.37M +75,344 +8%
DADR
30
Dynamo Administracao de Recursos
Brazil
$40.2M -$30.9M -692,712 -41%
CM
31
Cartica Management
District of Columbia
$39.3M +$3.13M +70,000 +8%
DIGDR
32
Dynamo Internacional Gestao de Recursos
Brazil
$34.8M -$24.9M -556,822 -39%
KCGDR
33
Kiron Capital Gestao de Recursos
Brazil
$33M -$23.5M -527,235 -39%
Marshall Wace
34
Marshall Wace
United Kingdom
$31.4M +$31.9M +715,289 +1,085%
Bessemer Group
35
Bessemer Group
New Jersey
$29.8M
JP Morgan Chase
36
JP Morgan Chase
New York
$29.4M +$14.9M +334,451 +84%
Morgan Stanley
37
Morgan Stanley
New York
$28.1M +$9.77M +218,808 +45%
VPI
38
VELT Partners Investimentos
Brazil
$27.9M +$7.73M +173,030 +33%
GGHC
39
Gilder Gagnon Howe & Co
New York
$26.3M -$3.22K -72 -0%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$26.1M +$29M +648,876 New
JGGDR
41
JGP Global Gestao de Recursos
Brazil
$25.8M -$3.3M -73,955 -9%
BGDR
42
BC Gestao de Recursos
Brazil
$25.5M -$40.1M -898,053 -59%
TCP
43
ThornTree Capital Partners
Massachusetts
$24.7M -$12.2M -272,763 -31%
SC
44
Samlyn Capital
New York
$24.6M +$27.3M +612,066 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$23.9M +$25.6M +573,482 +2,542%
UIM
46
USS Investment Management
United Kingdom
$22.7M -$4.76M -106,532 -16%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$19.2M
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$17.3M -$244K -5,453 -1%
LP
49
LMR Partners
United Kingdom
$16.8M +$18.7M +418,484 New
Renaissance Technologies
50
Renaissance Technologies
New York
$15.7M -$6.95M -155,595 -28%

XP Hedge Fund Activity: Q3 2021 in Review

168 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2021, worth a combined $7.43B — down 6.2% from $7.92B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XP positions and 28 closed out — a net gain of 2 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Atmos Capital Gestao de Recursos, opening a new position worth an estimated $123M. The largest seller was Vontobel Asset Management, exiting entirely with an estimated $115M sold.

  • 168 institutional investors held XP (XP) as of Q3 2021, up from 166 in Q2 2021.
  • Funds reported $7.43B of XP stock for Q3 2021, down 6.2% quarter-over-quarter.
  • 30 funds opened new XP positions in Q3 2021 and 28 closed out, a net change of +2 holders.
  • The largest XP buyer in Q3 2021 was Atmos Capital Gestao de Recursos, an estimated $123M added.
  • The largest XP seller in Q3 2021 was Vontobel Asset Management, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2021.