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125 hedge funds and large institutions have $5.84B invested in XP in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

9% more funds holding

Funds holding: 115125 (+10)

1% less capital invested

Capital invested by funds: $5.88B → $5.84B (-$40.2M)

0.82% less ownership

Funds ownership: 39.54%38.71% (-0.82%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

35% less call options, than puts

Call options by funds: $32.2M | Put options by funds: $49.7M

Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
2.52%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.26%
New
24
Increased
52
Reduced
34
Closed
12
Calls
$32.2M
Puts
$49.7M
Net Calls
-$17.5M
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$9.1M +$9.97M +218,168 New
Citadel Advisors
52
Citadel Advisors
Florida
$9.01M -$3.55M -77,723 -26%
Bessemer Group
53
Bessemer Group
New Jersey
$8.97M +$9.83M +215,199 New
Fidelity International
54
Fidelity International
Bermuda
$8.82M -$1.29M -28,191 -12%
Tiger Global Management
55
Tiger Global Management
New York
$8.34M
JGGDR
56
JGP Global Gestao de Recursos
Brazil
$7.61M +$2.5M +54,808 +43%
CS
57
Credit Suisse
Switzerland
$7.34M -$2.38M -52,119 -23%
Federated Hermes
58
Federated Hermes
Pennsylvania
$7.22M +$1.15M +25,239 +17%
Voloridge Investment Management
59
Voloridge Investment Management
Florida
$6.77M +$5.21K +114 +0.1%
Northern Trust
60
Northern Trust
Illinois
$5.62M +$126K +2,749 +2%
Axa
61
Axa
France
$5.59M -$147K -3,210 -2%
UBS Group
62
UBS Group
Switzerland
$5.2M +$464K +10,155 +9%
First Trust Advisors
63
First Trust Advisors
Illinois
$4.92M +$2.25M +49,225 +72%
EGM
64
Engineers Gate Manager
New York
$4.72M +$4.69M +102,574 +962%
Man Group
65
Man Group
United Kingdom
$4.26M +$3.01M +65,855 +181%
IPGDR
66
Investidor Profissional Gestao de Recursos
Brazil
$4.01M +$802K +17,555 +22%
PCM
67
Penserra Capital Management
California
$3.63M +$3.98M +87,162 New
AI
68
Axiom Investors
Connecticut
$2.96M +$618K +13,530 +24%
Nordea Investment Management
69
Nordea Investment Management
Sweden
$2.94M -$2M -43,837 -39%
Morgan Stanley
70
Morgan Stanley
New York
$2.87M +$2.84M +62,147 +941%
PIM
71
Paradice Investment Management
Colorado
$2.84M -$1.74M -38,059 -36%
QC
72
Quadrature Capital
United Kingdom
$2.68M +$1.79M +39,144 +156%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$2.42M +$903K +19,762 +51%
DA
74
Duality Advisers
Florida
$2.35M +$2.58M +56,470 New
MWNA
75
Marshall Wace North America
New York
$2.33M +$2.55M +55,767 New

XP Hedge Fund Activity: Q3 2020 in Review

125 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2020, worth a combined $5.84B — down 0.68% from $5.88B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new XP positions and 12 closed out — a net gain of 12 holders — while 52 added to existing stakes and 34 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $571M. The largest seller was General Atlantic, cutting an estimated $737M.

  • 125 institutional investors held XP (XP) as of Q3 2020, up from 115 in Q2 2020.
  • Funds reported $5.84B of XP stock for Q3 2020, down 0.68% quarter-over-quarter.
  • 24 funds opened new XP positions in Q3 2020 and 12 closed out, a net change of +12 holders.
  • The largest XP buyer in Q3 2020 was Capital Research Global Investors, an estimated $571M added.
  • The largest XP seller in Q3 2020 was General Atlantic, an estimated $737M sold.

Based on aggregated 13F filings for Q3 2020.