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200 hedge funds and large institutions have $5B invested in XP in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $58.4M | Put options by funds: $44.6M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

6% more capital invested

Capital invested by funds: $4.7B → $5B (+$304M)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0.17% more ownership

Funds ownership: 58.67%58.84% (+0.17%)

0% more funds holding

Funds holding: 200200 (0)

10% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 78

Holders
200
Holders Change
Holders Change %
0%
% of All Funds
3.45%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.36%
New
31
Increased
70
Reduced
78
Closed
30
Calls
$58.4M
Puts
$44.6M
Net Calls
+$13.8M
Net Calls Change
+$4.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$155K -$22.1K -1,112 -12%
IA
152
IFP Advisors
Florida
$137K +$595 +30 +0.8%
TRCT
153
Tower Research Capital (TRC)
New York
$135K -$240K -12,108 -63%
O
154
Ossiam
France
$100K +$104K +5,240 New
TPCW
155
TD Private Client Wealth
New York
$97.6K -$15.8K -795 -13%
QCG
156
Quadrant Capital Group
Ohio
$52K +$22.1K +1,115 +70%
HIIFS
157
Harel Insurance Investments & Financial Services
Israel
$52K +$56.8K +2,862 New
S
158
SignatureFD
Georgia
$37K +$16K +808 +72%
T2I
159
Turim 21 Investimentos
Brazil
$31K +$4.57K +230 +16%
Barclays
160
Barclays
United Kingdom
$28K -$357K -17,994 -92%
BBHC
161
Brown Brothers Harriman & Co
New York
$25K +$16.3K +821 +170%
Credit Agricole
162
Credit Agricole
France
$22K
FHA
163
First Horizon Advisors
Tennessee
$21K +$1.23K +62 +6%
UB
164
UMB Bank
Missouri
$17K +$14.1K +708 +347%
TWM
165
Tradition Wealth Management
Minnesota
$16K +$16.9K +851 New
HIA
166
Harbor Investment Advisory
Maryland
$14K
PB
167
Pinnacle Bancorp
Nebraska
$12K
SFO
168
Standard Family Office
South Dakota
$8K
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$8K
POIA
170
Pin Oak Investment Advisors
Texas
$7K
Amundi
171
Amundi
France
$6K +$3.31K +167 +126%
CLOS
172
Compagnie Lombard Odier SCmA
Switzerland
$5K -$157K -7,900 -97%
APA
173
American Portfolios Advisors
New York
$4.09K
WWM
174
Wolff Wiese Magana
California
$4K -$2.62K -132 -36%
FCA
175
FinTrust Capital Advisors
South Carolina
$4K -$1.87K -94 -27%

XP Hedge Fund Activity: Q3 2022 in Review

200 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2022, worth a combined $5B — up 6.5% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XP positions and 30 closed out — a net gain of 1 holder — while 70 added to existing stakes and 78 trimmed.

The largest buyer was General Atlantic, adding an estimated $96.1M. The largest seller was Capital Research Global Investors, cutting an estimated $93.3M.

  • 200 institutional investors held XP (XP) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $5B of XP stock for Q3 2022, up 6.5% quarter-over-quarter.
  • 31 funds opened new XP positions in Q3 2022 and 30 closed out, a net change of +1 holder.
  • The largest XP buyer in Q3 2022 was General Atlantic, an estimated $96.1M added.
  • The largest XP seller in Q3 2022 was Capital Research Global Investors, an estimated $93.3M sold.

Based on aggregated 13F filings for Q3 2022.