190 hedge funds and large institutions have $3.45B invested in XP in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
3.04%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
34
Increased
74
Reduced
52
Closed
40
Calls
$49.9M
Puts
$170M
Net Calls
-$120M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
151
Lindbrook Capital
California
$8.57K +$6.66K +561 +348%
PPC
152
Park Place Capital
Alabama
$8.43K
TWI
153
Thomas White International
Illinois
$7.53K -$2.36M -198,863 -100%
PA
154
Parallel Advisors
California
$7.51K +$7.32K +617 +3,856%
FHA
155
First Horizon Advisors
Tennessee
$7.16K -$190 -16 -3%
QL
156
Quarry LP
New York
$6.9K -$17.7K -1,492 -72%
Amundi
157
Amundi
France
$5.17K -$45.2K -4,113 -90%
Toronto Dominion Bank
158
Toronto Dominion Bank
Ontario, Canada
$5K
FCA
159
FinTrust Capital Advisors
South Carolina
$4.91K
CFGS
160
Concourse Financial Group Securities
Alabama
$4.8K
ASN
161
Advisory Services Network
Georgia
$4.33K +$1.39K +117 +47%
POIA
162
Pin Oak Investment Advisors
Texas
$4K
IA
163
IFP Advisors
Florida
$3.45K -$14.2K -413 -81%
CLOS
164
Compagnie Lombard Odier SCmA
Switzerland
$3.32K
Jones Financial Companies
165
Jones Financial Companies
Missouri
$3.15K +$3.15K +265 New
HNB
166
Huntington National Bank
Ohio
$2.78K -$154 -13 -5%
IRC
167
Investors Research Corp
Georgia
$2.42K
WTA
168
Washington Trust Advisors
Massachusetts
$2K +$1.16K +98 +140%
TWC
169
TD Waterhouse Canada
Ontario, Canada
$1.79K +$1.79K +160 New
CFB
170
Cullen/Frost Bankers
Texas
$1.64K +$1.64K +138 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$1.54K +$1.41K +119 +1,082%
IAIM
172
International Assets Investment Management
Florida
$1.35K +$1.35K +114 New
BAM
173
Belpointe Asset Management
Nevada
$1.33K +$47 +4 +4%
EWA
174
EverSource Wealth Advisors
Alabama
$1.09K +$1.09K +92 New
AF
175
Allworth Financial
California
$1.07K +$1.07K +90 New