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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: 168234 (+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: 1923 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WT
51
Wellcome Trust
United Kingdom
$19M +$21.5M +660,312 New
UIM
52
USS Investment Management
United Kingdom
$18.8M +$2.89M +88,656 +16%
TCP
53
ThornTree Capital Partners
Massachusetts
$18.2M +$532K +16,330 +3%
Marshall Wace
54
Marshall Wace
United Kingdom
$18M -$5.06M -155,261 -20%
Assenagon Asset Management
55
Assenagon Asset Management
Luxembourg
$17.8M +$14.9M +457,749 +285%
JGGDR
56
JGP Global Gestao de Recursos
Brazil
$16.7M -$2.48M -76,205 -10%
KI
57
Kapitalo Investimentos
Brazil
$15.4M -$36.2M -1,110,774 -68%
Fisher Asset Management
58
Fisher Asset Management
Washington
$14.2M +$16.1M +492,906 New
Baillie Gifford & Co
59
Baillie Gifford & Co
United Kingdom
$13.4M +$15.2M +465,262 New
Jane Street
60
Jane Street
New York
$13.3M +$13.5M +415,638 +907%
JP Morgan Chase
61
JP Morgan Chase
New York
$13.1M -$9M -276,467 -38%
APG Asset Management
62
APG Asset Management
Netherlands
$12.5M +$16.1M +495,326 New
Aberdeen Group
63
Aberdeen Group
United Kingdom
$11.1M +$2.78M +85,235 +28%
GCM
64
Ghisallo Capital Management
Massachusetts
$10.5M +$4.56M +140,000 +62%
State Street
65
State Street
Massachusetts
$10.3M +$5.26M +161,479 +82%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$10.1M +$2.05M +62,820 +22%
EARNEST Partners
67
EARNEST Partners
Georgia
$9.39M +$10.6M +326,770 New
CSS
68
Cubist Systematic Strategies
Connecticut
$9.39M +$3.94M +121,065 +59%
Geode Capital Management
69
Geode Capital Management
Massachusetts
$8.55M -$65.9K -2,023 -0.7%
SCP
70
Seafarer Capital Partners
California
$7.6M +$8.62M +264,562 New
JFL
71
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.6M +$8.61M +264,441 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$7.42M -$11M -338,010 -57%
GKIM
73
GW&K Investment Management
Massachusetts
$7.39M +$8.38M +257,169 New
Fundsmith LLP
74
Fundsmith LLP
United Kingdom
$7.28M
PCM
75
Penserra Capital Management
California
$7.28M +$2.25M +69,000 +37%

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.