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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
X
151
Xponance
Pennsylvania
$336K +$243K +14,314 New
FAIM
152
Financial Advocates Investment Management
Washington
$310K
First Trust Advisors
153
First Trust Advisors
Illinois
$299K +$216K +12,757 New
BC
154
Bridgefront Capital
Texas
$296K +$214K +12,627 New
MGWM
155
Marks Group Wealth Management
Minnesota
$270K +$4.89K +288 +3%
Capstone Investment Advisors
156
Capstone Investment Advisors
New York
$268K +$194K +11,409 New
T2I
157
Turim 21 Investimentos
Brazil
$259K +$159K +9,394 +576%
State of Wisconsin Investment Board
158
State of Wisconsin Investment Board
Wisconsin
$258K +$187K +11,000 New
P
159
Pitcairn
Pennsylvania
$258K +$187K +10,998 New
CGH
160
Crossmark Global Holdings
Texas
$256K +$165K +9,701 New
KAS
161
Kestra Advisory Services
Texas
$256K +$185K +10,895 New
HCA
162
Harbour Capital Advisors
Virginia
$254K +$182K +10,700 New
YCM
163
Yousif Capital Management
Michigan
$243K +$175K +10,342 New
American Century Companies
164
American Century Companies
Missouri
$237K
VAS
165
Vestmark Advisory Solutions
Massachusetts
$233K -$79.5K -4,683 -32%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$232K +$168K +9,889 New
TRCT
167
Tower Research Capital (TRC)
New York
$231K +$151K +8,883 +923%
RFC
168
Regions Financial Corp
Alabama
$230K +$166K +9,798 New
VPIM
169
Vanguard Personalized Indexing Management
California
$226K +$164K +9,651 New
DAM
170
Deltec Asset Management
New York
$218K -$96.9K -5,713 -38%
BCI
171
Brinker Capital Investments
Pennsylvania
$210K +$152K +8,960 New
OPS
172
Orion Portfolio Solutions
Nebraska
$210K +$152K +8,960 New
MIM
173
MetLife Investment Management
New Jersey
$181K +$131K +7,725 New
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$171K +$14.3K +842 +13%
QCG
175
Quadrant Capital Group
Ohio
$166K +$33.9K +1,995 +39%

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.