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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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$4.47M -$766K -42,000 -14%
Charles Schwab
77
Charles Schwab
California
$4.47M -$1.49M -81,601 -25%
Aviva
78
Aviva
United Kingdom
$4.43M +$4.5M +246,900 New
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$4.29M -$4.75M -260,648 -52%
UBS Group
80
UBS Group
Switzerland
$4.15M +$3.08M +168,691 +269%
KI
81
Kapitalo Investimentos
Brazil
$4.05M
Treasurer of the State of North Carolina
82
Treasurer of the State of North Carolina
North Carolina
$4.02M +$146K +8,006 +4%
SC
83
Sagil Capital
United Kingdom
$3.86M +$3.92M +215,000 New
AGDI
84
Absolute Gestao de Investimentos
Brazil
$3.84M +$3.9M +213,892 New
N
85
Natixis
France
$3.81M +$3.87M +212,396 New
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$3.59M -$117M -6,403,455 -97%
MPM
87
Meritage Portfolio Management
Kansas
$3.41M -$156K -8,541 -4%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$3.39M
B
89
Barings
North Carolina
$3.25M +$3.3M +180,900 New
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$3.21M +$1.06M +58,217 +48%
GPGA
91
Grandeur Peak Global Advisors
Utah
$3.16M
PCM
92
Penserra Capital Management
California
$3.13M -$264K -14,505 -8%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.11M +$3.17M +173,630 New
Bank of Nova Scotia
94
Bank of Nova Scotia
Ontario, Canada
$3.02M -$3.32M -181,995 -52%
Jane Street
95
Jane Street
New York
$2.79M -$68.5M -3,758,102 -96%
First Trust Advisors
96
First Trust Advisors
Illinois
$2.68M +$457K +25,047 +20%
HL
97
Harding Loevner
New Jersey
$2.67M -$255M -14,013,301 -99%
AllianceBernstein
98
AllianceBernstein
Tennessee
$2.58M +$41.6K +2,282 +2%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$2.49M +$2.53M +139,000 New
Point72 Asset Management
100
Point72 Asset Management
Connecticut
$2.42M +$1.44M +78,770 +140%

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.