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149 hedge funds and large institutions have $6.85B invested in XP in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $30.3M

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

2.42% more ownership

Funds ownership: 45.75%48.17% (+2.4%)

0% more capital invested

Capital invested by funds: $6.85B → $6.85B (+$2.02M)

0% more funds holding

Funds holding: 149149 (0)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

Holders
149
Holders Change
Holders Change %
0%
% of All Funds
2.62%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
59
Reduced
40
Closed
36
Calls
$52.6M
Puts
$30.3M
Net Calls
+$22.3M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
101
Utah Retirement Systems
Utah
$1.02M +$1.16M +27,200 New
QT
102
Quantbot Technologies
New York
$1.01M +$973K +22,789 +547%
DTL
103
Dynamic Technology Lab
Singapore
$987K +$1.12M +26,211 New
TIM
104
Thornburg Investment Management
New Mexico
$985K -$339K -7,931 -23%
P
105
Paradiem
Louisiana
$910K +$344K +8,054 +52%
BCI
106
Brinker Capital Investments
Pennsylvania
$821K +$931K +21,799 New
PPA
107
Parametric Portfolio Associates
Washington
$809K +$472K +11,053 +106%
ACM
108
AlphaCrest Capital Management
New York
$753K +$854K +20,000 New
First Trust Advisors
109
First Trust Advisors
Illinois
$732K +$27.7K +649 +3%
NCM
110
Newfoundland Capital Management
Brazil
$586K +$664K +15,550 New
Invesco
111
Invesco
Georgia
$562K +$637K +14,929 New
PP
112
Paloma Partners
Connecticut
$541K -$861K -20,161 -58%
CG
113
Cutler Group
California
$519K +$574K +13,449 +4,075%
BBP
114
Banco BTG Pactual
Brazil
$477K -$593K -13,879 -52%
Verition Fund Management
115
Verition Fund Management
Connecticut
$426K +$264K +6,186 +121%
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$402K +$455K +10,668 New
Walleye Trading
117
Walleye Trading
New York
$386K -$317K -7,435 -42%
DI
118
DUMAC Inc
North Carolina
$377K +$427K +10,000 New
PCM
119
Prelude Capital Management
New York
$354K +$401K +9,400 New
Dimensional Fund Advisors
120
Dimensional Fund Advisors
Texas
$317K +$359K +8,407 New
MMA
121
Miracle Mile Advisors
California
$309K -$11.7K -273 -3%
PM
122
Parametrica Management
Hong Kong
$303K +$353K +8,267 New
Squarepoint
123
Squarepoint
New York
$298K +$337K +7,901 New
Optiver Holding
124
Optiver Holding
Netherlands
$280K +$317K +7,436 New
Wolverine Trading
125
Wolverine Trading
Illinois
$266K +$309K +7,243 New

XP Hedge Fund Activity: Q1 2021 in Review

149 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2021, worth a combined $6.85B — up 0.03% from $6.85B a quarter earlier.

Fund positioning in XP was balanced in Q1 2021: 36 funds opened new positions, 36 closed out, 59 added to existing stakes and 40 trimmed.

The largest buyer was Sands Capital Management, adding an estimated $179M. The largest seller was Kapitalo Investimentos, exiting entirely with an estimated $75.3M sold.

  • 149 institutional investors held XP (XP) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $6.85B of XP stock for Q1 2021, up 0.03% quarter-over-quarter.
  • 36 funds opened new XP positions in Q1 2021 and 36 closed out, a net change of 0 holders.
  • The largest XP buyer in Q1 2021 was Sands Capital Management, an estimated $179M added.
  • The largest XP seller in Q1 2021 was Kapitalo Investimentos, an estimated $75.3M sold.

Based on aggregated 13F filings for Q1 2021.