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200 hedge funds and large institutions have $5B invested in XP in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $58.4M | Put options by funds: $44.6M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

6% more capital invested

Capital invested by funds: $4.7B → $5B (+$304M)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0.17% more ownership

Funds ownership: 58.67%58.84% (+0.17%)

0% more funds holding

Funds holding: 200200 (0)

10% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 78

Holders
200
Holders Change
Holders Change %
0%
% of All Funds
3.45%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
31
Increased
70
Reduced
78
Closed
30
Calls
$58.4M
Puts
$44.6M
Net Calls
+$13.8M
Net Calls Change
+$4.09M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
101
Credit Suisse
Switzerland
$1.46M -$1.41M -70,814 -48%
Jane Street
102
Jane Street
New York
$1.45M -$2.42M -122,097 -62%
Adage Capital Partners
103
Adage Capital Partners
Massachusetts
$1.36M -$15.2M -764,553 -91%
CGA
104
Channing Global Advisors
Florida
$1.22M -$183K -9,211 -13%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$1.07M -$54.8K -2,759 -5%
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$1.05M +$1.1M +55,356 New
Deutsche Bank
107
Deutsche Bank
Germany
$986K -$525K -26,454 -34%
Simplex Trading
108
Simplex Trading
Illinois
$972K +$1.01M +51,134 New
TCM
109
Tandem Capital Management
New Jersey
$919K -$4.76K -240 -0.5%
Invesco
110
Invesco
Georgia
$911K -$54.6K -2,750 -5%
JMPWA
111
JP Morgan Private Wealth Advisors
California
$901K +$52.5K +2,646 +6%
Truist Financial
112
Truist Financial
North Carolina
$892K -$17.7K -893 -2%
KFA
113
Krane Funds Advisors
New York
$838K -$74.8K -3,770 -8%
CWM
114
Congress Wealth Management
Massachusetts
$824K +$376K +18,931 +78%
Neuberger Berman Group
115
Neuberger Berman Group
New York
$820K -$69.5K -3,500 -7%
Capital Fund Management (CFM)
116
Capital Fund Management (CFM)
France
$781K +$815K +41,063 New
URS
117
Utah Retirement Systems
Utah
$764K +$41.7K +2,100 +6%
Mariner
118
Mariner
Kansas
$750K +$147K +7,408 +23%
BCM
119
Bayesian Capital Management
New York
$732K +$516K +26,000 +208%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$694K +$725K +36,525 New
DC
121
Davenport & Co
Virginia
$690K -$34.1K -1,716 -5%
Group One Trading
122
Group One Trading
Illinois
$658K +$576K +29,037 +523%
KeyBank National Association
123
KeyBank National Association
Ohio
$548K -$47.7K -2,403 -8%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$516K -$1.42M -71,735 -73%
First Trust Advisors
125
First Trust Advisors
Illinois
$485K +$506K +25,499 New

XP Hedge Fund Activity: Q3 2022 in Review

200 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2022, worth a combined $5B — up 6.5% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XP positions and 30 closed out — a net gain of 1 holder — while 70 added to existing stakes and 78 trimmed.

The largest buyer was General Atlantic, adding an estimated $96.1M. The largest seller was Capital Research Global Investors, cutting an estimated $93.3M.

  • 200 institutional investors held XP (XP) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $5B of XP stock for Q3 2022, up 6.5% quarter-over-quarter.
  • 31 funds opened new XP positions in Q3 2022 and 30 closed out, a net change of +1 holder.
  • The largest XP buyer in Q3 2022 was General Atlantic, an estimated $96.1M added.
  • The largest XP seller in Q3 2022 was Capital Research Global Investors, an estimated $93.3M sold.

Based on aggregated 13F filings for Q3 2022.