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192 hedge funds and large institutions have $3.45B invested in XP in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 52

1.12% more ownership

Funds ownership: 64.51%65.63% (+1.1%)

4% less funds holding

Funds holding: 199192 (-7)

15% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 40

22% less capital invested

Capital invested by funds: $4.39B → $3.45B (-$945M)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

71% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $170M

Holders
192
Holders Change
-7
Holders Change %
-3.52%
% of All Funds
3.06%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
34
Increased
74
Reduced
52
Closed
40
Calls
$49.9M
Puts
$170M
Net Calls
-$120M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
51
EARNEST Partners
Georgia
$7.36M +$2.35M +164,960 +36%
II
52
INCA Investments
Florida
$6.9M +$3.57M +250,576 +76%
APG Asset Management
53
APG Asset Management
Netherlands
$6.66M -$11.3M -790,000 -56%
JF
54
Jump Financial
Illinois
$6.41M +$7.69M +539,699 New
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$6.3M -$697K -48,916 -8%
Millennium Management
56
Millennium Management
New York
$5.77M -$12M -841,503 -63%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$5.76M +$4.91M +344,885 +245%
UBS AM
58
UBS AM
Illinois
$5.64M +$5.35M +375,316 +376%
State Street
59
State Street
Massachusetts
$5.53M +$922K +64,676 +16%
Fisher Asset Management
60
Fisher Asset Management
Washington
$4.97M -$3.36K -236 -0.1%
Baillie Gifford & Co
61
Baillie Gifford & Co
United Kingdom
$4.84M
Geode Capital Management
62
Geode Capital Management
Massachusetts
$4.72M +$13.6K +957 +0.2%
Two Sigma Investments
63
Two Sigma Investments
New York
$4.68M +$2.35M +164,581 +72%
JFL
64
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.02M -$427 -30 -0%
Legal & General Group
65
Legal & General Group
United Kingdom
$3.98M +$177K +12,412 +4%
Invesco
66
Invesco
Georgia
$3.43M +$2.12M +148,946 +107%
Vanguard Group
67
Vanguard Group
Pennsylvania
$3.3M +$17.8K +1,251 +0.5%
IHL
68
Investment House LLC
California
$3.16M +$3.79M +266,326 New
Northern Trust
69
Northern Trust
Illinois
$3.04M +$370K +25,953 +11%
KI
70
Kapitalo Investimentos
Brazil
$2.92M
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$2.87M +$261K +18,352 +8%
SGA
72
Sustainable Growth Advisers
Connecticut
$2.85M -$82.8M -5,813,737 -96%
Handelsbanken Fonder
73
Handelsbanken Fonder
Sweden
$2.73M -$331K -23,200 -9%
GKIM
74
GW&K Investment Management
Massachusetts
$2.48M -$58.1K -4,080 -2%
PCM
75
Penserra Capital Management
California
$2.42M -$3.19K -224 -0.1%

XP Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2023, worth a combined $3.45B — down 22% from $4.39B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of XP and 34 opened new positions — a net loss of 6 holders — while 52 trimmed existing stakes and 74 added.

The largest buyer was Tiger Global Management, opening a new position worth an estimated $104M. The largest seller was Sustainable Growth Advisers, cutting an estimated $82.8M.

  • 192 institutional investors held XP (XP) as of Q1 2023, down from 199 in Q4 2022.
  • Funds reported $3.45B of XP stock for Q1 2023, down 22% quarter-over-quarter.
  • 34 funds opened new XP positions in Q1 2023 and 40 closed out, a net change of -6 holders.
  • The largest XP buyer in Q1 2023 was Tiger Global Management, an estimated $104M added.
  • The largest XP seller in Q1 2023 was Sustainable Growth Advisers, an estimated $82.8M sold.

Based on aggregated 13F filings for Q1 2023.