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149 hedge funds and large institutions have $6.85B invested in XP in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $30.3M

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

2.42% more ownership

Funds ownership: 45.75%48.17% (+2.4%)

0% more capital invested

Capital invested by funds: $6.85B → $6.85B (+$2.02M)

0% more funds holding

Funds holding: 149149 (0)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

Holders
149
Holders Change
Holders Change %
0%
% of All Funds
2.62%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
36
Increased
59
Reduced
40
Closed
36
Calls
$52.6M
Puts
$30.3M
Net Calls
+$22.3M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$1.74B
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$925M -$25.6M -598,775 -2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$678M -$71.1M -1,666,135 -8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$354M +$33.5M +783,910 +9%
Sands Capital Management
5
Sands Capital Management
Virginia
$313M +$179M +4,187,201 +102%
TI
6
Truxt Investmentos
Brazil
$250M +$284M +6,646,528 New
JP Morgan Chase
7
JP Morgan Chase
New York
$246M +$8.16M +191,056 +3%
Alkeon Capital Management
8
Alkeon Capital Management
New York
$162M +$551K +12,898 +0.3%
DCP
9
Durable Capital Partners
Maryland
$135M -$35.5M -830,612 -19%
MC
10
Maverick Capital
Texas
$129M +$64M +1,498,857 +78%
CIEP
11
Constellation Investimentos e Participacoes
Brazil
$125M +$4.81M +112,700 +4%
AAM
12
Anglepoint Asset Management
Cayman Islands
$104M +$11.4M +267,409 +11%
VAM
13
Vontobel Asset Management
New York
$102M -$4.34M -101,730 -4%
BAMCO Inc
14
BAMCO Inc
New York
$88.9M -$10.1M -235,502 -9%
SI
15
Squadra Investments
Brazil
$84.5M -$10.5M -246,601 -10%
DADR
16
Dynamo Administracao de Recursos
Brazil
$77.2M -$11.4M -267,013 -12%
AI
17
Advent International
Massachusetts
$75.9M +$26.7M +625,000 +45%
SCGDR
18
Sharp Capital Gestora de Recursos
Brazil
$65.9M +$21.5M +503,343 +40%
Ameriprise
19
Ameriprise
Minnesota
$61.9M +$561K +13,133 +0.8%
DIGDR
20
Dynamo Internacional Gestao de Recursos
Brazil
$60.4M -$15.5M -362,351 -18%
PG
21
Pendal Group
Australia
$57.9M -$13.3M -311,393 -17%
APGDR
22
Absoluto Partners Gestao de Recursos
Brazil
$55.9M -$9.58M -224,316 -13%
Norges Bank
23
Norges Bank
Norway
$48.9M +$55.4M +1,297,637 New
BGDR
24
BC Gestao de Recursos
Brazil
$46.4M -$167K -3,913 -0.3%
WCM Investment Management
25
WCM Investment Management
California
$38.1M +$27.1M +634,471 +168%

XP Hedge Fund Activity: Q1 2021 in Review

149 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2021, worth a combined $6.85B — up 0.03% from $6.85B a quarter earlier.

Fund positioning in XP was balanced in Q1 2021: 36 funds opened new positions, 36 closed out, 59 added to existing stakes and 40 trimmed.

The largest buyer was Sands Capital Management, adding an estimated $179M. The largest seller was Kapitalo Investimentos, exiting entirely with an estimated $75.3M sold.

  • 149 institutional investors held XP (XP) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $6.85B of XP stock for Q1 2021, up 0.03% quarter-over-quarter.
  • 36 funds opened new XP positions in Q1 2021 and 36 closed out, a net change of 0 holders.
  • The largest XP buyer in Q1 2021 was Sands Capital Management, an estimated $179M added.
  • The largest XP seller in Q1 2021 was Kapitalo Investimentos, an estimated $75.3M sold.

Based on aggregated 13F filings for Q1 2021.