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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
PB
201
Pinnacle Bancorp
Nebraska
$18K +$15.7K +505 +500%
FHA
202
First Horizon Advisors
Tennessee
$15K -$1.65K -53 -10%
BBHC
203
Brown Brothers Harriman & Co
New York
$15K +$13.2K +423 +705%
S
204
SignatureFD
Georgia
$15K +$14K +448 +700%
AAM
205
Advisors Asset Management
Colorado
$14K -$3.49K -112 -20%
Toronto Dominion Bank
206
Toronto Dominion Bank
Ontario, Canada
$13K -$35K -1,123 -72%
CFGS
207
Concourse Financial Group Securities
Alabama
$12K +$10.2K +328 +437%
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$11.9K
POIA
209
Pin Oak Investment Advisors
Texas
$11K
WWM
210
Wolff Wiese Magana
California
$11K +$3.62K +116 +46%
SOW
211
State of Wyoming
Wyoming
$10K +$6.58K +211 +180%
T
212
TCWP
Ohio
$10K +$11.2K +359 New
CLOS
213
Compagnie Lombard Odier SCmA
Switzerland
$8K
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$8K +$8.14K +261 New
FCA
215
FinTrust Capital Advisors
South Carolina
$7K +$5.77K +185 +544%
APA
216
American Portfolios Advisors
New York
$6.47K
IRC
217
Investors Research Corp
Georgia
$6K
UB
218
UMB Bank
Missouri
$6K
HNB
219
Huntington National Bank
Ohio
$5K +$1.31K +42 +30%
DekaBank Deutsche Girozentrale
220
DekaBank Deutsche Girozentrale
Germany
$3K
LC
221
Lindbrook Capital
California
$2K +$1.72K +55 New
STCOSD
222
Sageworth Trust Company of South Dakota
South Dakota
$1K -$3.15K -101 -83%
PA
223
Parallel Advisors
California
$1K -$624 -20 -38%
AA
224
Ancora Advisors
Ohio
$1K
FPS
225
Fieldpoint Private Securities
Connecticut
$1K

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.