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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
PRC
126
Pearl River Capital
Michigan
$265K +$301K +7,040 New
TRCT
127
Tower Research Capital (TRC)
New York
$253K +$246K +5,773 +615%
CC
128
Centiva Capital
New York
$238K +$269K +6,312 New
Allianz Asset Management
129
Allianz Asset Management
Germany
$230K +$261K +6,117 New
BRWA
130
B. Riley Wealth Advisors
Florida
$229K +$259K +6,058 New
TI
131
Trexquant Investment
Connecticut
$227K -$223K -5,225 -46%
DAM
132
Deltec Asset Management
New York
$226K -$1.78M -41,750 -87%
Simplex Trading
133
Simplex Trading
Illinois
$188K -$800K -18,728 -79%
Credit Agricole
134
Credit Agricole
France
$33K
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$31K -$2.86K -67 -8%
HIA
136
Harbor Investment Advisory
Maryland
$29K
Osaic Holdings
137
Osaic Holdings
Arizona
$20K +$10.5K +246 +86%
NM
138
NWI Management
New York
$19K
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$13K
APA
140
American Portfolios Advisors
New York
$7.72K +$8.37K +196 +2,178%
AAMU
141
Amundi Asset Management US
Massachusetts
$6K
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$6K +$6.75K +158 New
IA
143
IFP Advisors
Florida
$4K
GAM
144
Gemmer Asset Management
California
$2K
AF
145
Allworth Financial
California
$1K
PA
146
Parallel Advisors
California
$1K
TJHA
147
Thomas J. Herzfeld Advisors
Florida
$1K +$1.37K +32 New
KI
148
Kapitalo Investimentos
Brazil
-$75.3M -1,897,831 Closed
ACGDR
149
Atmos Capital Gestao de Recursos
Brazil
-$71.4M -1,800,415 Closed
AC
150
AMS Capital
Brazil
-$22.1M -557,402 Closed

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.