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292 hedge funds and large institutions have $6.21B invested in XP in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

45% more call options, than puts

Call options by funds: $51.3M | Put options by funds: $35.5M

22% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 83

13% more capital invested

Capital invested by funds: $5.47B → $6.21B (+$733M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more funds holding

Funds holding: 265292 (+27)

8.02% more ownership

Funds ownership: 71.19%79.21% (+8%)

Holders
292
Holders Change
+27
Holders Change %
+10.19%
% of All Funds
4.19%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
78
Increased
101
Reduced
83
Closed
50
Calls
$51.3M
Puts
$35.5M
Net Calls
+$15.8M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
201
STRS Ohio
Ohio
$290K
OWA
202
Outlook Wealth Advisors
Texas
$290K +$47.5K +2,603 +19%
BC
203
Bridgefront Capital
Texas
$287K -$431K -23,657 -60%
Assenagon Asset Management
204
Assenagon Asset Management
Luxembourg
$286K +$290K +15,931 New
LA
205
LBP AM
France
$273K +$278K +15,223 New
OAM
206
Oppenheimer Asset Management
New York
$273K -$1.15M -62,987 -81%
SCM
207
Sterling Capital Management
North Carolina
$264K +$269K +14,733 New
Aberdeen Group
208
Aberdeen Group
United Kingdom
$254K +$257K +14,076 New
APF
209
Alaska Permanent Fund
Alaska
$243K
AFCM
210
Applied Finance Capital Management
Puerto Rico
$237K
LPL Financial
211
LPL Financial
California
$228K +$231K +12,693 New
BBA
212
Baader Bank Aktiengesellschaft
Germany
$224K +$310 +17 +0.1%
AI
213
Atria Investments
North Carolina
$220K -$100K -5,503 -31%
PI
214
PEAK6 Investments
Illinois
$216K +$219K +12,037 New
N
215
Numerai
California
$209K -$263K -14,445 -55%
US Bancorp
216
US Bancorp
Minnesota
$206K -$1.24M -68,073 -86%
GC
217
Guggenheim Capital
Illinois
$203K +$206K +11,320 New
SG Americas Securities
218
SG Americas Securities
New York
$198K +$202K +11,053 New
CI
219
Cigna Investments
Connecticut
$190K +$192K +10,549 New
Truist Financial
220
Truist Financial
North Carolina
$190K -$378K -20,735 -66%
BS
221
Banco Santander
Spain
$181K
HCA
222
Hyperion Capital Advisors
New York
$179K
AWS
223
Atria Wealth Solutions
New York
$179K +$182K +10,000 New
SOW
224
State of Wyoming
Wyoming
$170K +$149K +8,167 +614%
MIM
225
MetLife Investment Management
New Jersey
$162K -$3.57K -196 -2%

XP Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2024, worth a combined $6.21B — up 13% from $5.47B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XP positions and 50 closed out — a net gain of 28 holders — while 101 added to existing stakes and 83 trimmed.

The largest buyer was BlackRock, adding an estimated $466M. The largest seller was Harding Loevner, cutting an estimated $255M.

  • 292 institutional investors held XP (XP) as of Q3 2024, up from 265 in Q2 2024.
  • Funds reported $6.21B of XP stock for Q3 2024, up 13% quarter-over-quarter.
  • 78 funds opened new XP positions in Q3 2024 and 50 closed out, a net change of +28 holders.
  • The largest XP buyer in Q3 2024 was BlackRock, an estimated $466M added.
  • The largest XP seller in Q3 2024 was Harding Loevner, an estimated $255M sold.

Based on aggregated 13F filings for Q3 2024.