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225 hedge funds and large institutions have $6.67B invested in XP in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more capital invested

Capital invested by funds: $3.45B → $6.67B (+$3.22B)

91% more call options, than puts

Call options by funds: $340M | Put options by funds: $178M

89% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 37

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

17% more funds holding

Funds holding: 192225 (+33)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

1.55% less ownership

Funds ownership: 65.63%64.08% (-1.5%)

Holders
225
Holders Change
+33
Holders Change %
+17.19%
% of All Funds
3.53%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
70
Increased
62
Reduced
65
Closed
37
Calls
$340M
Puts
$178M
Net Calls
+$162M
Net Calls Change
+$282M
Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
101
Marshall Financial Group (Maryland)
Maryland
$1.28M +$1.49K +88 +0.2%
AB
102
Amalgamated Bank
New York
$1.21M +$877K +51,683 New
VOYA Investment Management
103
VOYA Investment Management
Georgia
$1.21M +$876K +51,627 New
Osaic Holdings
104
Osaic Holdings
Arizona
$1.2M +$527K +31,070 +156%
Man Group
105
Man Group
United Kingdom
$1.16M +$841K +49,583 New
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$1.15M +$4.7K +277 +0.6%
Citigroup
107
Citigroup
New York
$1.1M -$9.95M -586,371 -93%
Truist Financial
108
Truist Financial
North Carolina
$1.07M +$211K +12,407 +37%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$1.06M +$152K +8,980 +25%
SSA
110
Schonfeld Strategic Advisors
New York
$1.03M +$745K +43,880 New
TI
111
Trexquant Investment
Connecticut
$1.03M +$744K +43,874 New
PRC
112
Pearl River Capital
Michigan
$951K +$688K +40,553 New
Neuberger Berman Group
113
Neuberger Berman Group
New York
$921K +$20.2K +1,190 +3%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$880K -$87.1K -5,133 -12%
DC
115
Davenport & Co
Virginia
$797K -$6.7K -395 -1%
Mariner
116
Mariner
Kansas
$792K +$33.2K +1,959 +6%
Wells Fargo
117
Wells Fargo
California
$769K +$303K +17,866 +120%
Barclays
118
Barclays
United Kingdom
$757K +$523K +30,797 +2,087%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$740K +$535K +31,524 New
Principal Financial Group
120
Principal Financial Group
Iowa
$728K +$527K +31,050 New
LWAM
121
Legacy Wealth Asset Management
Minnesota
$725K -$11.2K -658 -2%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$725K -$83.9K -4,946 -14%
KeyBank National Association
123
KeyBank National Association
Ohio
$680K -$6.28K -370 -1%
RJA
124
Raymond James & Associates
Florida
$655K +$1.27K +75 +0.3%
ETC
125
Exchange Traded Concepts
Oklahoma
$629K +$37.9K +2,232 +9%

XP Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q2 2023, worth a combined $6.67B — up 93% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new XP positions and 37 closed out — a net gain of 33 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $180M. The largest seller was JP Morgan Chase, cutting an estimated $199M.

  • 225 institutional investors held XP (XP) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $6.67B of XP stock for Q2 2023, up 93% quarter-over-quarter.
  • 70 funds opened new XP positions in Q2 2023 and 37 closed out, a net change of +33 holders.
  • The largest XP buyer in Q2 2023 was BlackRock, an estimated $180M added.
  • The largest XP seller in Q2 2023 was JP Morgan Chase, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2023.