We are live on ! Find out more

192 hedge funds and large institutions have $3.45B invested in XP in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 52

1.12% more ownership

Funds ownership: 64.51%65.63% (+1.1%)

4% less funds holding

Funds holding: 199192 (-7)

15% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 40

22% less capital invested

Capital invested by funds: $4.39B → $3.45B (-$945M)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

71% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $170M

Holders
192
Holders Change
-7
Holders Change %
-3.52%
% of All Funds
3.06%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
34
Increased
74
Reduced
52
Closed
40
Calls
$49.9M
Puts
$170M
Net Calls
-$120M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
101
Neuberger Berman Group
New York
$452K -$19.9K -1,399 -4%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$428K -$765K -53,664 -60%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$425K +$511K +35,842 New
CCG
104
Cloverfields Capital Group
Minnesota
$419K +$503K +35,313 New
DC
105
Davenport & Co
Virginia
$408K -$3.02K -212 -0.6%
Truist Financial
106
Truist Financial
North Carolina
$396K -$80.2K -5,628 -14%
Mariner
107
Mariner
Kansas
$378K -$174K -12,206 -28%
LWAM
108
Legacy Wealth Asset Management
Minnesota
$375K +$61.1K +4,290 +16%
SF
109
Synovus Financial
Georgia
$369K -$1.48M -103,978 -77%
KeyBank National Association
110
KeyBank National Association
Ohio
$348K +$5.34K +375 +1%
AIM
111
Aigen Investment Management
New York
$348K +$417K +29,293 New
RJA
112
Raymond James & Associates
Florida
$331K +$397K +27,846 New
TCM
113
Tandem Capital Management
New Jersey
$309K -$120K -8,452 -25%
ETC
114
Exchange Traded Concepts
Oklahoma
$292K +$6.4K +449 +2%
VM
115
VPR Management
Texas
$286K +$87.2K +6,120 +34%
KPWS
116
Kestra Private Wealth Services
Texas
$267K +$320K +22,471 New
Osaic Holdings
117
Osaic Holdings
Arizona
$236K +$175K +12,287 +161%
GCM
118
Graham Capital Management
Connecticut
$229K -$1.92M -134,502 -87%
QCM
119
Qsemble Capital Management
New York
$227K +$44.2K +3,100 +19%
BBA
120
Baader Bank Aktiengesellschaft
Germany
$197K +$51.1K +3,587 +28%
Stifel Financial
121
Stifel Financial
Missouri
$193K +$232K +16,297 New
SAM
122
Storebrand Asset Management
Norway
$183K
IPGDR
123
Investidor Profissional Gestao de Recursos
Brazil
$180K -$14.3M -1,000,575 -99%
DAM
124
Deltec Asset Management
New York
$178K +$57K +4,000 +36%
Wells Fargo
125
Wells Fargo
California
$177K +$22.1K +1,554 +12%

XP Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2023, worth a combined $3.45B — down 22% from $4.39B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of XP and 34 opened new positions — a net loss of 6 holders — while 52 trimmed existing stakes and 74 added.

The largest buyer was Tiger Global Management, opening a new position worth an estimated $104M. The largest seller was Sustainable Growth Advisers, cutting an estimated $82.8M.

  • 192 institutional investors held XP (XP) as of Q1 2023, down from 199 in Q4 2022.
  • Funds reported $3.45B of XP stock for Q1 2023, down 22% quarter-over-quarter.
  • 34 funds opened new XP positions in Q1 2023 and 40 closed out, a net change of -6 holders.
  • The largest XP buyer in Q1 2023 was Tiger Global Management, an estimated $104M added.
  • The largest XP seller in Q1 2023 was Sustainable Growth Advisers, an estimated $82.8M sold.

Based on aggregated 13F filings for Q1 2023.