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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
Millennium Management
51
Millennium Management
New York
$11.4M -$24.1K -1,420 -0.3%
Invesco
52
Invesco
Georgia
$11M +$3.09M +182,350 +63%
Fisher Asset Management
53
Fisher Asset Management
Washington
$9.82M
Goldman Sachs
54
Goldman Sachs
New York
$9.69M -$10.4M -613,184 -60%
Franklin Resources
55
Franklin Resources
California
$9.57M -$5.56M -327,689 -45%
Baillie Gifford & Co
56
Baillie Gifford & Co
United Kingdom
$9.57M
IUHSA
57
Itau Unibanco Holding S.A.
Brazil
$8.86M +$6.41M +377,494 New
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$8.79M +$6.36M +374,607 New
JFL
59
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.95M
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$7.76M +$5.61M +330,800 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$7.34M +$1.21M +71,294 +30%
Handelsbanken Fonder
62
Handelsbanken Fonder
Sweden
$7.18M +$1.29M +75,780 +33%
Marshall Wace
63
Marshall Wace
United Kingdom
$7.16M +$5.18M +305,019 New
Charles Schwab
64
Charles Schwab
California
$6.81M +$2.72M +160,517 +124%
II
65
INCA Investments
Florida
$6.7M -$5.02M -295,653 -51%
GPGA
66
Grandeur Peak Global Advisors
Utah
$6.52M +$3.77M +221,897 +395%
AA
67
Armor Advisors
New York
$5.87M -$7.89M -465,000 -65%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$5.86M +$4.24M +249,707 New
KI
69
Kapitalo Investimentos
Brazil
$5.76M
UBS AM
70
UBS AM
Illinois
$5.64M
Citadel Advisors
71
Citadel Advisors
Florida
$5.45M +$1.52M +89,833 +63%
Legal & General Group
72
Legal & General Group
United Kingdom
$5.14M -$1.98M -116,540 -35%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$5.01M -$4.62M -272,072 -56%
GKIM
74
GW&K Investment Management
Massachusetts
$4.74M -$112K -6,600 -3%
Assenagon Asset Management
75
Assenagon Asset Management
Luxembourg
$4.3M +$3.11M +183,079 New

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.