256 hedge funds and large institutions have $7.08B invested in XP in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+33
Holders Change %
+14.8%
% of All Funds
4.08%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
54
Increased
94
Reduced
79
Closed
20
Calls
$95.8M
Puts
$175M
Net Calls
-$79.2M
Net Calls Change
-$241M
Name Holding Trade Value Shares
Change
Shares
Change %
Capstone Investment Advisors
201
Capstone Investment Advisors
New York
$220K -$42.9K -1,861 -16%
OPS
202
Orion Portfolio Solutions
Nebraska
$217K +$10.8K +470 +5%
BCI
203
Brinker Capital Investments
Pennsylvania
$217K +$10.8K +470 +5%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$179K +$11K +477 +7%
MIM
205
MetLife Investment Management
New Jersey
$178K +$231 +10 +0.1%
QCG
206
Quadrant Capital Group
Ohio
$177K +$13.2K +572 +8%
1832 Asset Management
207
1832 Asset Management
Ontario, Canada
$149K
S
208
SignatureFD
Georgia
$139K +$11K +476 +9%
CMF
209
Counterpoint Mutual Funds
California
$97.1K +$97.1K +4,211 New
HFM
210
Harvest Fund Management
China
$87K +$87K +3,756 New
TPCW
211
TD Private Client Wealth
New York
$87K -$6.98K -303 -7%
CG
212
Cutler Group
California
$84K +$84K +3,677 New
AIG
213
American International Group
New York
$70.3K -$4.13K -179 -6%
EWA
214
EverSource Wealth Advisors
Alabama
$57.6K
GBT
215
Grove Bank & Trust
Florida
$49.9K -$2.49K -108 -5%
PPFA
216
Provida Pension Fund Administrator
Chile
$42.8K
Nomura Asset Management
217
Nomura Asset Management
Japan
$34.6K
UB
218
UMB Bank
Missouri
$28.1K
NA
219
NewEdge Advisors
Louisiana
$27.3K +$8.32K +361 +44%
FHA
220
First Horizon Advisors
Tennessee
$25K +$6.25K +271 +33%
Amundi
221
Amundi
France
$23.4K +$8.65K +404 +58%
TJHA
222
Thomas J. Herzfeld Advisors
Florida
$20.2K
TWM
223
Tradition Wealth Management
Minnesota
$20K
LC
224
Lindbrook Capital
California
$19.1K -$23 -1 -0.1%
PA
225
Parallel Advisors
California
$17.8K +$392 +17 +2%