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XP

234 hedge funds and large institutions have $7.32B invested in XP in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 82 increasing their positions, 40 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 39

105% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 40

39% more funds holding

Funds holding: 168 → 234 (+66)

24% more call options, than puts

Call options by funds: $73.9M | Put options by funds: $59.8M

21% more funds holding in top 10

Funds holding in top 10: 19 → 23 (+4)

18.45% more ownership

Funds ownership: 49.01% → 67.46% (+18%)

2% less capital invested

Capital invested by funds: $7.43B → $7.32B (-$113M)

Holders
234
Holders Change
+66
Holders Change %
+39.29%
% of All Funds
3.6%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.35%
New
105
Increased
82
Reduced
40
Closed
39
Calls
$73.9M
Puts
$59.8M
Net Calls
+$14.1M
Net Calls Change
+$21M

Top Buyers

1
HL
Harding Loevner
New Jersey
+$502M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$490M
3
Dodge & Cox
Dodge & Cox
California
+$299M
4
SC
Samlyn Capital
New York
+$124M
5
SCGDR
Sharp Capital Gestora de Recursos
Brazil
+$110M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$214M
2
DCP
D1 Capital Partners
New York
-$66.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$56.9M
4
Norges Bank
Norges Bank
Norway
-$52.2M
5
ClearBridge Investments
ClearBridge Investments
New York
-$44.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$56.6M +$6.87M +211,065 +12%
LCM
27
Laurion Capital Management
New York
$56.3M +$63.4M +1,946,763 +14,705%
VPI
28
VELT Partners Investimentos
Brazil
$54.8M +$39.5M +1,212,002 +174%
SCA
29
Southpoint Capital Advisors
New York
$51.7M +$58.6M +1,800,000 New
BGDR
30
BC Gestao de Recursos
Brazil
$50.1M +$36.1M +1,107,569 +174%
BAMCO Inc
31
BAMCO Inc
New York
$44M -$34.1M -1,047,150 -41%
Morgan Stanley
32
Morgan Stanley
New York
$43.4M +$26.4M +810,436 +116%
DADR
33
Dynamo Administracao de Recursos
Brazil
$38M +$10.5M +321,338 +32%
KCGDR
34
Kiron Capital Gestao de Recursos
Brazil
$36.6M +$14.8M +454,486 +55%
Adage Capital Partners
35
Adage Capital Partners
Massachusetts
$35.7M +$40.5M +1,242,243 New
AC
36
AMS Capital
Brazil
$35.6M +$40.4M +1,240,000 New
CM
37
Cartica Management
District of Columbia
$34.7M +$7.43M +228,000 +23%
IPGDR
38
Investidor Profissional Gestao de Recursos
Brazil
$33.8M +$26.1M +802,129 +215%
WCM Investment Management
39
WCM Investment Management
California
$33.8M -$257K -7,901 -0.7%
DIGDR
40
Dynamo Internacional Gestao de Recursos
Brazil
$32.7M +$8.83M +270,986 +31%
IUHSA
41
Itau Unibanco Holding S.A.
Brazil
$31.5M +$33.6M +1,031,704 +1,333%
Franklin Resources
42
Franklin Resources
California
$29.5M +$24.4M +748,551 +270%
GI
43
Gavea Investimentos
Brazil
$25.9M +$21.8M +670,000 +289%
VSI
44
Verde Servicos Internacionais
Brazil
$25.1M -$6.89M -211,657 -20%
LP
45
LMR Partners
United Kingdom
$24.9M +$14.6M +446,882 +107%
BlackRock
46
BlackRock
New York
$21.7M +$12.6M +387,703 +106%
Bessemer Group
47
Bessemer Group
New Jersey
$21.3M – – –
SEI Investments
48
SEI Investments
Pennsylvania
$20.4M +$11.3M +347,825 +96%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$19.6M +$8.19M +251,621 +58%
GGHC
50
Gilder Gagnon Howe & Co
New York
$19M +$157K +4,832 +0.7%
1
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XP Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q4 2021, worth a combined $7.32B — down 1.5% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new XP positions and 39 closed out — a net gain of 66 holders — while 82 added to existing stakes and 40 trimmed.

The largest buyer was Harding Loevner, opening a new position worth an estimated $502M. The largest seller was T. Rowe Price Associates, cutting an estimated $214M.

  • 234 institutional investors held XP (XP) as of Q4 2021, up from 168 in Q3 2021.
  • Funds reported $7.32B of XP stock for Q4 2021, down 1.5% quarter-over-quarter.
  • 105 funds opened new XP positions in Q4 2021 and 39 closed out, a net change of +66 holders.
  • The largest XP buyer in Q4 2021 was Harding Loevner, an estimated $502M added.
  • The largest XP seller in Q4 2021 was T. Rowe Price Associates, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2021.