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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
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$616K +$445K +26,251 New
TCM
127
Tandem Capital Management
New Jersey
$589K -$15.5K -915 -4%
SF
128
Synovus Financial
Georgia
$585K -$104K -6,131 -20%
AC
129
AXQ Capital
New Jersey
$565K +$409K +24,100 New
VM
130
VPR Management
Texas
$565K
Ameriprise
131
Ameriprise
Minnesota
$558K -$348K -20,495 -46%
PAS
132
Park Avenue Securities
New York
$532K +$385K +22,697 New
DA
133
Duality Advisers
Florida
$521K +$377K +22,213 New
JP Morgan Chase
134
JP Morgan Chase
New York
$514K -$199M -11,699,906 -100%
KPWS
135
Kestra Private Wealth Services
Texas
$513K -$10.2K -604 -3%
VF
136
Virtu Financial
New York
$503K +$364K +21,455 New
JMPWA
137
JP Morgan Private Wealth Advisors
California
$473K -$411K -24,238 -55%
CS
138
Candriam SCA
Luxembourg
$469K +$339K +20,000 New
Stifel Financial
139
Stifel Financial
Missouri
$463K +$58.4K +3,443 +21%
PAG
140
Private Advisor Group
New Jersey
$457K +$330K +19,463 New
MML Investors Services
141
MML Investors Services
Massachusetts
$450K +$119K +6,987 +57%
CAM
142
Cresset Asset Management
Illinois
$449K +$324K +19,122 New
URS
143
Utah Retirement Systems
Utah
$420K +$304K +17,900 New
Acadian Asset Management
144
Acadian Asset Management
Massachusetts
$415K +$299K +17,616 +17,794%
FTDI
145
First Trust Direct Indexing
Massachusetts
$405K +$293K +17,267 New
KFA
146
Krane Funds Advisors
New York
$401K -$738K -43,466 -72%
Prudential Financial
147
Prudential Financial
New Jersey
$379K +$274K +16,136 New
SAM
148
Storebrand Asset Management
Norway
$362K
O
149
Ossiam
France
$347K +$147K +8,649 +141%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$340K +$33.8K +1,990 +16%

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.