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XP
XP

Overview Fund Activity

299 hedge funds and large institutions have $7.68B invested in XP in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+43
Holders Change %
+16.8%
% of All Funds
4.38%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.28%
New
77
Increased
96
Reduced
102
Closed
33
Calls
$121M
Puts
$249M
Net Calls
-$128M
Net Calls Change
-$48.5M

Top Buyers

1
BlackRock
BlackRock
New York
$472M
2
CIEP
Constellation Investimentos e Participacoes
Brazil
$85.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$95.3M
4
Morgan Stanley
Morgan Stanley
New York
$128M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$212M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$0
2
DCP
Durable Capital Partners
Maryland
$0
3
TI
Truxt Investmentos
Brazil
$55.5M
4
Capital World Investors
Capital World Investors
California
$404M
5
OAG
Orbis Allan Gray
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
201
Deltec Asset Management
New York
$326K -$39.1K -1,500 -11%
BBA
202
Baader Bank Aktiengesellschaft
Germany
$326K -$1.49K -57 -0.5%
Creative Planning
203
Creative Planning
Kansas
$316K +$316K +12,135 New
PAM
204
Panagora Asset Management
Massachusetts
$304K +$304K +11,680 New
AC
205
AXQ Capital
New Jersey
$302K -$636K -24,400 -68%
OWA
206
Outlook Wealth Advisors
Texas
$298K +$298K +11,438 New
RJFSA
207
Raymond James Financial Services Advisors
Florida
$296K -$86K -3,299 -23%
OWM
208
OneAscent Wealth Management
Alabama
$295K -$16.3K -627 -5%
XT
209
XTX Topco
Cayman Islands
$290K +$290K +11,123 New
MGWM
210
Marks Group Wealth Management
Minnesota
$289K -$9.7K -372 -3%
Credit Agricole
211
Credit Agricole
France
$277K -$6.26K -240 -2%
YCM
212
Yousif Capital Management
Michigan
$277K +$2.48K +95 +0.9%
SWP
213
Stratos Wealth Partners
Ohio
$268K +$268K +10,263 New
HCA
214
Harbour Capital Advisors
Virginia
$268K – – –
FAIM
215
Financial Advocates Investment Management
Washington
$267K -$77K -2,953 -22%
RFC
216
Regions Financial Corp
Alabama
$263K -$4.82K -185 -2%
VPIM
217
Vanguard Personalized Indexing Management
California
$261K +$2.82K +108 +1%
BCI
218
Brinker Capital Investments
Pennsylvania
$229K -$19.1K -726 -8%
OPS
219
Orion Portfolio Solutions
Nebraska
$229K -$19.1K -726 -8%
CG
220
Caprock Group
Idaho
$224K +$224K +8,609 New
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$222K +$222K +8,510 New
BFM
222
Boothbay Fund Management
New York
$219K +$219K +8,408 New
LPL Financial
223
LPL Financial
California
$219K +$219K +8,388 New
FTDI
224
First Trust Direct Indexing
Massachusetts
$206K -$109K -4,162 -35%
AQR Capital Management
225
AQR Capital Management
Connecticut
$204K +$204K +7,843 New
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