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292 hedge funds and large institutions have $6.21B invested in XP in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

45% more call options, than puts

Call options by funds: $51.3M | Put options by funds: $35.5M

22% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 83

13% more capital invested

Capital invested by funds: $5.47B → $6.21B (+$733M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more funds holding

Funds holding: 265292 (+27)

8.02% more ownership

Funds ownership: 71.19%79.21% (+8%)

Holders
292
Holders Change
+27
Holders Change %
+10.19%
% of All Funds
4.19%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
78
Increased
101
Reduced
83
Closed
50
Calls
$51.3M
Puts
$35.5M
Net Calls
+$15.8M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SGDR
51
SPX Gestao de Recursos
Brazil
$13.2M +$13.4M +734,861 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$11.7M +$1.02M +56,187 +9%
IUHSA
53
Itau Unibanco Holding S.A.
Brazil
$10.5M +$10.6M +583,671 New
TI
54
Trexquant Investment
Connecticut
$10.2M +$10.3M +566,370 New
SEI Investments
55
SEI Investments
Pennsylvania
$10.1M -$1.33M -73,096 -12%
FSC
56
Fourth Sail Capital
Cayman Islands
$10M +$10.2M +558,900 New
SGA
57
Sustainable Growth Advisers
Connecticut
$9.87M -$12.9M -705,789 -56%
EARNEST Partners
58
EARNEST Partners
Georgia
$9.62M -$130K -7,108 -1%
OCM
59
Oaktree Capital Management
California
$9.16M +$9.31M +510,764 New
CSS
60
Cubist Systematic Strategies
Connecticut
$8.92M +$100K +5,490 +1%
Deutsche Bank
61
Deutsche Bank
Germany
$8.54M +$7.19M +394,630 +483%
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$8.54M +$3.73M +204,851 +76%
Amundi
63
Amundi
France
$8.13M +$8.36M +458,788 +32,817%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$7.54M +$1.91M +105,014 +33%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$7.43M +$1.05M +57,538 +16%
JFL
66
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.75M +$590K +32,374 +9%
Invesco
67
Invesco
Georgia
$6.54M -$19.4M -1,062,906 -74%
EGM
68
Engineers Gate Manager
New York
$6.15M +$6.25M +342,652 New
VOYA Investment Management
69
VOYA Investment Management
Georgia
$5.96M -$278K -15,243 -4%
Public Sector Pension Investment Board (PSP Investments)
70
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.69M +$5.78M +316,900 New
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$5.67M +$5.76M +316,132 New
Handelsbanken Fonder
72
Handelsbanken Fonder
Sweden
$5.63M -$1.48M -81,035 -21%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$5.4M +$5.49M +301,105 New
Pictet Asset Management
74
Pictet Asset Management
Switzerland
$4.83M +$4.91M +269,379 New
Loomis, Sayles & Company
75
Loomis, Sayles & Company
Massachusetts
$4.75M

XP Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2024, worth a combined $6.21B — up 13% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XP positions and 50 closed out — a net gain of 28 holders — while 101 added to existing stakes and 83 trimmed.

The largest buyer was BlackRock, adding an estimated $466M. The largest seller was Harding Loevner, cutting an estimated $255M.

  • 292 institutional investors held XP (XP) as of Q3 2024, up from 265 in Q2 2024.
  • Funds reported $6.21B of XP stock for Q3 2024, up 13% quarter-over-quarter.
  • 78 funds opened new XP positions in Q3 2024 and 50 closed out, a net change of +28 holders.
  • The largest XP buyer in Q3 2024 was BlackRock, an estimated $466M added.
  • The largest XP seller in Q3 2024 was Harding Loevner, an estimated $255M sold.

Based on aggregated 13F filings for Q3 2024.