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115 hedge funds and large institutions have $5.88B invested in XP in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more capital invested

Capital invested by funds: $2.68B → $5.88B (+$3.2B)

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

13% more funds holding

Funds holding: 102115 (+13)

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

0.62% more ownership

Funds ownership: 38.91%39.54% (+0.62%)

31% less call options, than puts

Call options by funds: $35.6M | Put options by funds: $51.5M

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
2.36%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.29%
New
37
Increased
37
Reduced
35
Closed
24
Calls
$35.6M
Puts
$51.5M
Net Calls
-$15.9M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$2.62B +$20.9M +681,221 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$529M -$24M -781,464 -6%
JP Morgan Chase
3
JP Morgan Chase
New York
$315M -$36.7M -1,196,112 -14%
DADR
4
Dynamo Administracao de Recursos
Brazil
$273M +$12.4M +403,491 +7%
DCP
5
Durable Capital Partners
Maryland
$252M +$15.7M +510,358 +9%
Capital Research Global Investors
6
Capital Research Global Investors
California
$239M -$8.21M -267,703 -4%
Alkeon Capital Management
7
Alkeon Capital Management
New York
$170M +$96.3M +3,140,000 +349%
CIEP
8
Constellation Investimentos e Participacoes
Brazil
$146M +$45.2M +1,472,260 +73%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$109M -$46.6M -1,517,376 -37%
PG
10
Pendal Group
Australia
$76.3M +$55.4M +1,806,571 +18,066%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$67.6M +$7.24M +235,949 +17%
MC
12
Maverick Capital
Texas
$59.5M -$40.4M -1,315,449 -48%
Adage Capital Partners
13
Adage Capital Partners
Massachusetts
$56.3M -$53M -1,728,596 -56%
BlackRock
14
BlackRock
New York
$55.2M -$26.1M -850,429 -39%
Sands Capital Management
15
Sands Capital Management
Virginia
$52.4M +$38.2M +1,246,346 New
BAMCO Inc
16
BAMCO Inc
New York
$46.5M -$1.9M -62,066 -5%
KI
17
Kapitalo Investimentos
Brazil
$45.4M +$6.6M +215,208 +25%
SC
18
Samlyn Capital
New York
$40.2M +$5.36M +174,839 +22%
NC
19
Nucleo Capital
Brazil
$37.4M +$27.3M +891,000 New
AAM
20
Anglepoint Asset Management
Cayman Islands
$35.8M +$3.46M +112,769 +15%
Ameriprise
21
Ameriprise
Minnesota
$33.9M -$24.6M -803,335 -50%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$33.3M +$24.3M +793,585 New
VAM
23
Vontobel Asset Management
New York
$33.3M -$36.8M -1,198,136 -60%
VPI
24
VELT Partners Investimentos
Brazil
$28.7M -$25.4M -827,670 -55%
BC
25
BIT Capital
Germany
$28.6M +$20.9M +680,442 New

XP Hedge Fund Activity: Q2 2020 in Review

115 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q2 2020, worth a combined $5.88B — up 119% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new XP positions and 24 closed out — a net gain of 13 holders — while 37 added to existing stakes and 35 trimmed.

The largest buyer was Alkeon Capital Management, adding an estimated $96.3M. The largest seller was Adage Capital Partners, cutting an estimated $53M.

  • 115 institutional investors held XP (XP) as of Q2 2020, up from 102 in Q1 2020.
  • Funds reported $5.88B of XP stock for Q2 2020, up 119% quarter-over-quarter.
  • 37 funds opened new XP positions in Q2 2020 and 24 closed out, a net change of +13 holders.
  • The largest XP buyer in Q2 2020 was Alkeon Capital Management, an estimated $96.3M added.
  • The largest XP seller in Q2 2020 was Adage Capital Partners, an estimated $53M sold.

Based on aggregated 13F filings for Q2 2020.