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238 hedge funds and large institutions have $8.16B invested in XP in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 95 increasing their positions, 64 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 64

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

11% more capital invested

Capital invested by funds: $7.32B → $8.16B (+$842M)

2% more funds holding

Funds holding: 234238 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

9% less call options, than puts

Call options by funds: $65.6M | Put options by funds: $72.3M

2.32% less ownership

Funds ownership: 67.46%65.14% (-2.3%)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
3.75%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
54
Increased
95
Reduced
64
Closed
47
Calls
$65.6M
Puts
$72.3M
Net Calls
-$6.72M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
176
Schonfeld Strategic Advisors
New York
$268K +$277K +8,897 New
Osaic Holdings
177
Osaic Holdings
Arizona
$264K +$123K +3,956 +82%
CCG
178
Cloverfields Capital Group
Minnesota
$264K +$274K +8,775 New
P
179
Pitcairn
Pennsylvania
$260K +$269K +8,628 New
Prudential Financial
180
Prudential Financial
New Jersey
$249K +$258K +8,259 New
HighTower Advisors
181
HighTower Advisors
Illinois
$247K +$254K +8,139 New
DAM
182
Deltec Asset Management
New York
$245K -$46.8K -1,500 -16%
Comerica Bank
183
Comerica Bank
Texas
$237K +$9.23K +296 +4%
Cerity Partners
184
Cerity Partners
New York
$235K +$244K +7,821 New
PAS
185
Park Avenue Securities
New York
$226K +$234K +7,513 New
1832 Asset Management
186
1832 Asset Management
Ontario, Canada
$221K -$41.2K -1,322 -15%
LJAC
187
L.J. Altfest & Co
New York
$216K +$224K +7,178 New
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$213K +$180K +5,785 +443%
SIA
189
Schechter Investment Advisors
Michigan
$207K -$5.27K -169 -2%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$200K +$111K +3,553 +116%
TPCW
191
TD Private Client Wealth
New York
$160K +$129K +4,133 +345%
IA
192
IFP Advisors
Florida
$136K +$47.5K +1,523 +66%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$100K -$6.33K -203 -6%
Amundi
194
Amundi
France
$51K -$3.49K -112 -6%
QCG
195
Quadrant Capital Group
Ohio
$47K +$39.6K +1,270 +441%
T2I
196
Turim 21 Investimentos
Brazil
$42K +$43.7K +1,400 New
Credit Agricole
197
Credit Agricole
France
$35K
BC
198
BIT Capital
Germany
$24.1K +$1.59K +51 +7%
HIA
199
Harbor Investment Advisory
Maryland
$23K
WTA
200
Washington Trust Advisors
Massachusetts
$21K -$1.75K -56 -7%

XP Hedge Fund Activity: Q1 2022 in Review

238 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2022, worth a combined $8.16B — up 11% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new XP positions and 47 closed out — a net gain of 7 holders — while 95 added to existing stakes and 64 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $365M. The largest seller was Atmos Capital Gestao de Recursos, cutting an estimated $154M.

  • 238 institutional investors held XP (XP) as of Q1 2022, up from 234 in Q4 2021.
  • Funds reported $8.16B of XP stock for Q1 2022, up 11% quarter-over-quarter.
  • 54 funds opened new XP positions in Q1 2022 and 47 closed out, a net change of +7 holders.
  • The largest XP buyer in Q1 2022 was T. Rowe Price Associates, an estimated $365M added.
  • The largest XP seller in Q1 2022 was Atmos Capital Gestao de Recursos, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2022.