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XP

125 hedge funds and large institutions have $5.84B invested in XP in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

9% more funds holding

Funds holding: 115 → 125 (+10)

1% less capital invested

Capital invested by funds: $5.88B → $5.84B (-$40.2M)

0.82% less ownership

Funds ownership: 39.54% → 38.71% (-0.82%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

35% less call options, than puts

Call options by funds: $32.2M | Put options by funds: $49.7M

Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
2.52%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.26%
New
24
Increased
52
Reduced
34
Closed
12
Calls
$32.2M
Puts
$49.7M
Net Calls
-$17.5M
Net Calls Change
-$1.66M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$571M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$175M
3
SI
Squadra Investments
Brazil
+$123M
4
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
+$61.6M
5
Sands Capital Management
Sands Capital Management
Virginia
+$60.3M

Top Sellers

1
GA
General Atlantic
New York
-$737M
2
DADR
Dynamo Administracao de Recursos
Brazil
-$219M
3
DCP
Durable Capital Partners
Maryland
-$68.5M
4
JP Morgan Chase
JP Morgan Chase
New York
-$41M
5
SC
Samlyn Capital
New York
-$40.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1
General Atlantic
New York
$1.93B -$737M -16,140,733 -26%
Capital Research Global Investors
2
Capital Research Global Investors
California
$758M +$571M +12,495,821 +220%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$685M +$175M +3,835,059 +30%
JP Morgan Chase
4
JP Morgan Chase
New York
$273M -$41M -898,343 -12%
DCP
5
Durable Capital Partners
Maryland
$188M -$68.5M -1,498,411 -25%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$178M +$10.3M +225,000 +6%
CIEP
7
Constellation Investimentos e Participacoes
Brazil
$128M -$18.2M -398,802 -11%
SI
8
Squadra Investments
Brazil
$112M +$123M +2,696,251 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$107M -$1.24M -27,112 -1%
Sands Capital Management
10
Sands Capital Management
Virginia
$107M +$60.3M +1,320,145 +106%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$81.3M +$15.6M +340,542 +21%
MC
12
Maverick Capital
Texas
$79.9M +$22.8M +500,000 +35%
DADR
13
Dynamo Administracao de Recursos
Brazil
$71.1M -$219M -4,793,627 -74%
DIGDR
14
Dynamo Internacional Gestao de Recursos
Brazil
$65.7M +$61.6M +1,348,564 +593%
PG
15
Pendal Group
Australia
$65.7M -$11M -241,760 -13%
BAMCO Inc
16
BAMCO Inc
New York
$62.9M +$18.3M +400,428 +36%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$59.7M +$4.2M +91,914 +7%
KI
18
Kapitalo Investimentos
Brazil
$58.9M +$15.1M +331,270 +31%
Ameriprise
19
Ameriprise
Minnesota
$45.8M +$13.4M +292,759 +36%
NC
20
Nucleo Capital
Brazil
$37.2M +$106K +2,330 +0.3%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$37.1M +$4.36M +95,359 +12%
AAM
22
Anglepoint Asset Management
Cayman Islands
$35.5M – – –
DCM
23
Driehaus Capital Management
Illinois
$35.5M +$25.8M +564,991 +198%
VAM
24
Vontobel Asset Management
New York
$33.5M +$596K +13,038 +2%
IUHSA
25
Itau Unibanco Holding S.A.
Brazil
$29.6M +$4.75M +103,972 +17%
1
2 3 4 5

XP Hedge Fund Activity: Q3 2020 in Review

125 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2020, worth a combined $5.84B — down 0.68% from $5.88B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new XP positions and 12 closed out — a net gain of 12 holders — while 52 added to existing stakes and 34 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $571M. The largest seller was General Atlantic, cutting an estimated $737M.

  • 125 institutional investors held XP (XP) as of Q3 2020, up from 115 in Q2 2020.
  • Funds reported $5.84B of XP stock for Q3 2020, down 0.68% quarter-over-quarter.
  • 24 funds opened new XP positions in Q3 2020 and 12 closed out, a net change of +12 holders.
  • The largest XP buyer in Q3 2020 was Capital Research Global Investors, an estimated $571M added.
  • The largest XP seller in Q3 2020 was General Atlantic, an estimated $737M sold.

Based on aggregated 13F filings for Q3 2020.