168 hedge funds and large institutions have $7.43B invested in XP in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+3
Holders Change %
+1.82%
% of All Funds
2.95%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.33%
New
30
Increased
66
Reduced
52
Closed
27
Calls
$25.8M
Puts
$32.7M
Net Calls
-$6.95M
Net Calls Change
-$39.6M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
151
IFP Advisors
Florida
$96K +$92.5K +2,300 +2,614%
CFA
152
Cahill Financial Advisors
Minnesota
$80K +$80K +2,000 New
T2I
153
Turim 21 Investimentos
Brazil
$48K
Credit Agricole
154
Credit Agricole
France
$35K
HIA
155
Harbor Investment Advisory
Maryland
$31K
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$29K +$202 +5 +0.7%
LWM
157
Liberty Wealth Management
California
$29K +$29K +894 New
ETC
158
Exchange Traded Concepts
Oklahoma
$17K +$17K +425 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$16K +$2.38K +61 +17%
Amundi
160
Amundi
France
$10K +$3.76K +92 +60%
APA
161
American Portfolios Advisors
New York
$8.56K
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$7K +$956 +25 +16%
GAM
163
Gemmer Asset Management
California
$2K
PA
164
Parallel Advisors
California
$1K
AF
165
Allworth Financial
California
$1K
TJHA
166
Thomas J. Herzfeld Advisors
Florida
$1K
VAM
167
Vontobel Asset Management
New York
-$115M -2,687,759 Closed
Adage Capital Partners
168
Adage Capital Partners
Massachusetts
-$17.5M -402,275 Closed
CG
169
Compass Group
New York
-$15.2M -350,061 Closed
SGDR
170
SPX Gestao de Recursos
Brazil
-$11.8M -270,478 Closed
BCM
171
Bienville Capital Management
New York
-$6.56M -150,687 Closed
SCM
172
Segantii Capital Management
Hong Kong
-$5.66M -130,000 Closed
FMI
173
F/M Investments
District of Columbia
-$2.27M -52,169 Closed
PL
174
Polianta Ltd
Jersey
-$1.32M -30,400 Closed
TC
175
TwinBeech Capital
New York
-$1.18M -26,997 Closed