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238 hedge funds and large institutions have $8.16B invested in XP in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 95 increasing their positions, 64 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 64

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

11% more capital invested

Capital invested by funds: $7.32B → $8.16B (+$842M)

2% more funds holding

Funds holding: 234238 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

9% less call options, than puts

Call options by funds: $65.6M | Put options by funds: $72.3M

2.32% less ownership

Funds ownership: 67.46%65.14% (-2.3%)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
3.75%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
54
Increased
95
Reduced
64
Closed
47
Calls
$65.6M
Puts
$72.3M
Net Calls
-$6.72M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$7.84M +$5.92M +189,846 +268%
Fundsmith LLP
77
Fundsmith LLP
United Kingdom
$7.63M
PAMS
78
Pictet Asset Management (Switzerland)
Switzerland
$7.58M +$7.86M +251,970 New
VSI
79
Verde Servicos Internacionais
Brazil
$7.29M -$19.6M -629,770 -72%
PG
80
Pendal Group
Australia
$7.23M +$2.77M +88,943 +59%
PCM
81
Penserra Capital Management
California
$7.13M -$509K -16,325 -6%
Citadel Advisors
82
Citadel Advisors
Florida
$7.04M +$5.45M +174,827 +296%
Vanguard Group
83
Vanguard Group
Pennsylvania
$7.03M +$197K +6,317 +3%
Deutsche Bank
84
Deutsche Bank
Germany
$6.17M -$1.43M -45,853 -18%
Norges Bank
85
Norges Bank
Norway
$6.12M +$3.91M +125,532 +161%
Legal & General Group
86
Legal & General Group
United Kingdom
$5.75M +$757K +24,285 +15%
WBC
87
Westpac Banking Corp
Australia
$5.69M +$5.9M +189,090 New
BC
88
Brookfield Corp
Ontario, Canada
$5.61M +$3.47M +111,381 +149%
PIM
89
Paradice Investment Management
Colorado
$5.44M +$1.32M +42,298 +31%
Bank of America
90
Bank of America
North Carolina
$5.31M +$333K +10,672 +6%
TWI
91
Thomas White International
Illinois
$5.17M +$629K +20,162 +13%
Man Group
92
Man Group
United Kingdom
$5.02M -$110K -3,522 -2%
Calamos Advisors
93
Calamos Advisors
Illinois
$4.63M +$1.07M +34,438 +29%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$4.13M +$4.28M +137,294 New
CS
95
Credit Suisse
Switzerland
$4.08M +$1.37M +43,952 +48%
OWP
96
Old Well Partners
North Carolina
$3.97M +$4.11M +131,800 New
OCM
97
Oaktree Capital Management
California
$3.92M -$987K -31,638 -20%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$3.85M +$2.05M +65,855 +106%
Axa
99
Axa
France
$3.8M +$458K +14,700 +13%
Handelsbanken Fonder
100
Handelsbanken Fonder
Sweden
$3.54M +$2.37M +76,000 +182%

XP Hedge Fund Activity: Q1 2022 in Review

238 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2022, worth a combined $8.16B — up 11% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new XP positions and 47 closed out — a net gain of 7 holders — while 95 added to existing stakes and 64 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $365M. The largest seller was Atmos Capital Gestao de Recursos, cutting an estimated $154M.

  • 238 institutional investors held XP (XP) as of Q1 2022, up from 234 in Q4 2021.
  • Funds reported $8.16B of XP stock for Q1 2022, up 11% quarter-over-quarter.
  • 54 funds opened new XP positions in Q1 2022 and 47 closed out, a net change of +7 holders.
  • The largest XP buyer in Q1 2022 was T. Rowe Price Associates, an estimated $365M added.
  • The largest XP seller in Q1 2022 was Atmos Capital Gestao de Recursos, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2022.