XP
149 hedge funds and large institutions have $6.85B invested in XP in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 27 reducing their positions, and 18 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 27
133% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 18
54% more funds holding in top 10
Funds holding in top 10: 13 → 20 (+7)
19% more funds holding
Funds holding: 125 → 149 (+24)
17% more capital invested
Capital invested by funds: $5.84B → $6.85B (+$1.01B)
7.03% more ownership
Funds ownership: 38.71% → 45.75% (+7%)
95% less call options, than puts
Call options by funds: $9.83M | Put options by funds: $184M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$356M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$247M |
| 3 |
VAM
Vontobel Asset Management
New York
|
+$83.1M |
| 4 |
AAM
Anglepoint Asset Management
George Town,
Cayman Islands
|
+$66.8M |
| 5 |
Sands Capital Management
Arlington,
Virginia
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.5M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$35.5M |
| 3 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$29.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$23.6M |
| 5 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$19.4M |
XP Hedge Fund Activity: Q4 2020 in Review
149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q4 2020, worth a combined $6.85B — up 17% from $5.84B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new XP positions and 18 closed out — a net gain of 24 holders — while 66 added to existing stakes and 27 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $356M. The largest seller was Fidelity Investments, cutting an estimated $44.5M.
- 149 institutional investors held XP (XP) as of Q4 2020, up from 125 in Q3 2020.
- Funds reported $6.85B of XP stock for Q4 2020, up 17% quarter-over-quarter.
- 42 funds opened new XP positions in Q4 2020 and 18 closed out, a net change of +24 holders.
- The largest XP buyer in Q4 2020 was T. Rowe Price Associates, an estimated $356M added.
- The largest XP seller in Q4 2020 was Fidelity Investments, an estimated $44.5M sold.
Based on aggregated 13F filings for Q4 2020.