We are live on ! Find out more

225 hedge funds and large institutions have $6.67B invested in XP in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more capital invested

Capital invested by funds: $3.45B → $6.67B (+$3.22B)

91% more call options, than puts

Call options by funds: $340M | Put options by funds: $178M

89% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 37

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

17% more funds holding

Funds holding: 192225 (+33)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

1.55% less ownership

Funds ownership: 65.63%64.08% (-1.5%)

Holders
225
Holders Change
+33
Holders Change %
+17.19%
% of All Funds
3.53%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
70
Increased
62
Reduced
65
Closed
37
Calls
$340M
Puts
$178M
Net Calls
+$162M
Net Calls Change
+$282M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Advent International
Massachusetts
$48.4M -$10.2M -600,000 -23%
VSI
27
Verde Servicos Internacionais
Brazil
$47M +$34M +2,003,354 New
Geode Capital Management
28
Geode Capital Management
Massachusetts
$43.7M +$24.8M +1,463,380 +368%
Jennison Associates
29
Jennison Associates
New York
$42.4M +$30.7M +1,808,775 New
APGDR
30
Absoluto Partners Gestao de Recursos
Brazil
$42.1M -$1.41M -83,192 -4%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.3M -$9.24M -544,308 -24%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$39.8M -$1.76M -103,489 -6%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$35.9M -$5.28M -311,273 -17%
N
34
Nuveen
North Carolina
$31.4M +$22.7M +1,338,997 New
SGDR
35
SPX Gestao de Recursos
Brazil
$26.9M +$16.3M +957,917 +507%
Bessemer Group
36
Bessemer Group
New Jersey
$25.3M
CFM
37
Coronation Fund Managers
South Africa
$24.5M -$9.91M -584,276 -36%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$24.3M -$3.87M -228,134 -18%
Jane Street
39
Jane Street
New York
$21M +$3.09M +182,349 +26%
Bank of America
40
Bank of America
North Carolina
$20.3M -$2.32M -136,667 -14%
SEI Investments
41
SEI Investments
Pennsylvania
$18.9M -$247K -14,552 -2%
Northern Trust
42
Northern Trust
Illinois
$18.5M +$9.06M +534,012 +209%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$16.5M +$196K +11,560 +2%
Norges Bank
44
Norges Bank
Norway
$15.6M -$2.39M -140,570 -17%
SGA
45
Sustainable Growth Advisers
Connecticut
$14.9M +$6.7M +394,587 +164%
Fidelity International
46
Fidelity International
Bermuda
$14.6M -$1.7M -100,393 -14%
EARNEST Partners
47
EARNEST Partners
Georgia
$13.5M -$760K -44,802 -7%
Vanguard Group
48
Vanguard Group
Pennsylvania
$13.2M +$4.82M +284,281 +102%
GCM
49
Ghisallo Capital Management
Massachusetts
$11.7M +$8.48M +500,000 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$11.4M -$769K -45,339 -9%

XP Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q2 2023, worth a combined $6.67B — up 93% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new XP positions and 37 closed out — a net gain of 33 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $180M. The largest seller was JP Morgan Chase, cutting an estimated $199M.

  • 225 institutional investors held XP (XP) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $6.67B of XP stock for Q2 2023, up 93% quarter-over-quarter.
  • 70 funds opened new XP positions in Q2 2023 and 37 closed out, a net change of +33 holders.
  • The largest XP buyer in Q2 2023 was BlackRock, an estimated $180M added.
  • The largest XP seller in Q2 2023 was JP Morgan Chase, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2023.