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XP

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: 10 → 14 (+4)

17% more funds holding

Funds holding: 192 → 225 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$180M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
3
ACGDR
Atmos Capital Gestao de Recursos
Brazil
+$157M
4
GA
General Atlantic
New York
+$73M
5
DCP
Durable Capital Partners
Maryland
+$53.6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$199M
2
Capital World Investors
Capital World Investors
California
-$156M
3
SI
Squadra Investments
Brazil
-$113M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$97.9M
5
Tiger Global Management
Tiger Global Management
New York
-$86.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
76
Penserra Capital Management
California
$4.24M -$391K -23,035 -11%
PP
77
PDT Partners
New York
$4.16M +$3.01M +177,512 New
BBP
78
Banco BTG Pactual
Brazil
$4.05M -$12.7M -747,196 -81%
BPGAM
79
BTG Pactual Global Asset Management
Bermuda
$3.92M +$2.83M +166,901 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$3.6M +$157K +9,265 +6%
Treasurer of the State of North Carolina
81
Treasurer of the State of North Carolina
North Carolina
$3.4M +$2.46M +145,150 New
Two Sigma Investments
82
Two Sigma Investments
New York
$3.32M -$4.29M -252,615 -64%
BCM
83
Bayesian Capital Management
New York
$3.15M +$2.28M +134,179 New
AllianceBernstein
84
AllianceBernstein
Tennessee
$3.12M +$2.26M +132,996 New
E
85
Ergoteles
New York
$2.9M +$2.1M +123,616 New
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$2.83M -$1.37M -80,665 -40%
UBS Group
87
UBS Group
Switzerland
$2.81M -$525K -30,959 -21%
CM
88
Caption Management
Oklahoma
$2.72M +$1.97M +116,000 New
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$2.62M +$1.89M +111,485 New
SC
90
Sagil Capital
United Kingdom
$2.35M +$1.7M +100,000 New
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$2.23M +$1.62M +95,190 New
OAM
92
Oppenheimer Asset Management
New York
$2.07M -$106K -6,258 -7%
Deutsche Bank
93
Deutsche Bank
Germany
$1.94M +$241K +14,223 +21%
MFS
94
Mirabella Financial Services
United Kingdom
$1.87M +$1.35M +79,710 New
US Bancorp
95
US Bancorp
Minnesota
$1.86M -$14.9K -878 -1%
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$1.85M +$1.34M +78,868 New
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$1.75M -$18.3M -1,077,981 -94%
CS
98
Credit Suisse
Switzerland
$1.54M +$292K +17,179 +36%
CSS
99
Cubist Systematic Strategies
Connecticut
$1.44M -$595K -35,081 -36%
CCG
100
Cloverfields Capital Group
Minnesota
$1.33M +$362K +21,331 +60%
2 3
4
5 6

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.