XP
294 hedge funds and large institutions have $4.15B invested in XP in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 88 reducing their positions, and 59 closing their positions.
71% more call options, than puts
Call options by funds: $27.1M | Put options by funds: $15.8M
28% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 88
12% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 59
0.79% more ownership
Funds ownership: 79.21% → 80% (+0.79%)
1% more funds holding
Funds holding: 292 → 294 (+2)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
33% less capital invested
Capital invested by funds: $6.21B → $4.15B (-$2.06B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$164M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$145M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$131M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$47.6M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$129M |
| 2 |
SI
Squadra Investments
Rio De Janeiro,
Brazil
|
-$70.3M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$60.6M |
| 4 |
Sands Capital Management
Arlington,
Virginia
|
-$60.5M |
| 5 |
D.E. Shaw & Co
New York
|
-$47.5M |
XP Hedge Fund Activity: Q4 2024 in Review
294 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q4 2024, worth a combined $4.15B — down 33% from $6.21B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new XP positions and 59 closed out — a net gain of 7 holders — while 113 added to existing stakes and 88 trimmed.
The largest buyer was Mawer Investment Management, adding an estimated $164M. The largest seller was Fidelity International, cutting an estimated $129M.
- 294 institutional investors held XP (XP) as of Q4 2024, up from 292 in Q3 2024.
- Funds reported $4.15B of XP stock for Q4 2024, down 33% quarter-over-quarter.
- 66 funds opened new XP positions in Q4 2024 and 59 closed out, a net change of +7 holders.
- The largest XP buyer in Q4 2024 was Mawer Investment Management, an estimated $164M added.
- The largest XP seller in Q4 2024 was Fidelity International, an estimated $129M sold.
Based on aggregated 13F filings for Q4 2024.