XP
257 hedge funds and large institutions have $7.08B invested in XP in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 21 closing their positions.
157% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 21
19% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 79
14% more funds holding
Funds holding: 225 → 257 (+32)
6% more capital invested
Capital invested by funds: $6.67B → $7.08B (+$409M)
0.15% more ownership
Funds ownership: 64.08% → 64.23% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
45% less call options, than puts
Call options by funds: $95.8M | Put options by funds: $175M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$298M |
| 2 |
BlackRock
New York
|
+$44.1M |
| 3 |
D.E. Shaw & Co
New York
|
+$37.5M |
| 4 |
Two Sigma Investments
New York
|
+$36.5M |
| 5 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$169M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$103M |
| 3 |
TI
Truxt Investmentos
Rio De Janeiro,
Brazil
|
-$66.3M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$49.5M |
| 5 |
AI
Advent International
Boston,
Massachusetts
|
-$48.4M |
XP Hedge Fund Activity: Q3 2023 in Review
257 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2023, worth a combined $7.08B — up 6.1% from $6.67B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new XP positions and 21 closed out — a net gain of 33 holders — while 94 added to existing stakes and 79 trimmed.
The largest buyer was Pacer Advisors, opening a new position worth an estimated $298M. The largest seller was Fidelity Investments, cutting an estimated $169M.
- 257 institutional investors held XP (XP) as of Q3 2023, up from 225 in Q2 2023.
- Funds reported $7.08B of XP stock for Q3 2023, up 6.1% quarter-over-quarter.
- 54 funds opened new XP positions in Q3 2023 and 21 closed out, a net change of +33 holders.
- The largest XP buyer in Q3 2023 was Pacer Advisors, an estimated $298M added.
- The largest XP seller in Q3 2023 was Fidelity Investments, an estimated $169M sold.
Based on aggregated 13F filings for Q3 2023.