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168 hedge funds and large institutions have $7.43B invested in XP in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

1% more funds holding

Funds holding: 166168 (+2)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0.77% more ownership

Funds ownership: 48.24%49.01% (+0.77%)

6% less capital invested

Capital invested by funds: $7.92B → $7.43B (-$492M)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

21% less call options, than puts

Call options by funds: $25.8M | Put options by funds: $32.7M

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.94%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.33%
New
30
Increased
66
Reduced
52
Closed
28
Calls
$25.8M
Puts
$32.7M
Net Calls
-$6.95M
Net Calls Change
-$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$1.86B
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$854M -$87.1M -1,950,639 -8%
Capital Research Global Investors
3
Capital Research Global Investors
California
$676M -$29.3M -657,059 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$380M +$2.83M +63,403 +0.7%
Sands Capital Management
5
Sands Capital Management
Virginia
$349M +$9.17M +205,194 +2%
TI
6
Truxt Investmentos
Brazil
$320M +$38.3M +858,220 +12%
DCP
7
Durable Capital Partners
Maryland
$217M +$107M +2,404,801 +80%
Alkeon Capital Management
8
Alkeon Capital Management
New York
$171M -$652K -14,606 -0.3%
SI
9
Squadra Investments
Brazil
$159M -$11.2M -251,302 -6%
CIEP
10
Constellation Investimentos e Participacoes
Brazil
$151M -$18.9M -423,250 -10%
MC
11
Maverick Capital
Texas
$142M -$59.4K -1,330 -0%
ACGDR
12
Atmos Capital Gestao de Recursos
Brazil
$111M +$123M +2,754,001 New
BAMCO Inc
13
BAMCO Inc
New York
$104M +$1.94M +43,513 +2%
AI
14
Advent International
Massachusetts
$101M +$22.2M +496,223 +25%
APGDR
15
Absoluto Partners Gestao de Recursos
Brazil
$82.7M -$9.04M -202,402 -9%
SGA
16
Sustainable Growth Advisers
Connecticut
$77.2M +$85.2M +1,908,500 +15,591%
Ameriprise
17
Ameriprise
Minnesota
$70.6M +$2.04M +45,763 +3%
Norges Bank
18
Norges Bank
Norway
$67.6M +$1.33M +29,722 +2%
DCP
19
D1 Capital Partners
New York
$66.3M +$73.7M +1,650,000 New
KI
20
Kapitalo Investimentos
Brazil
$66.1M -$422K -9,445 -0.6%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$65.8M +$27.4M +614,130 +60%
SCGDR
22
Sharp Capital Gestora de Recursos
Brazil
$62.6M -$27.4M -612,563 -28%
CFM
23
Coronation Fund Managers
South Africa
$61.6M +$18.7M +419,134 +38%
PG
24
Pendal Group
Australia
$58.5M -$8.5M -190,349 -12%
TCCM
25
Two Creeks Capital Management
New York
$53.9M +$7.99M +178,827 +15%

XP Hedge Fund Activity: Q3 2021 in Review

168 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q3 2021, worth a combined $7.43B — down 6.2% from $7.92B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XP positions and 28 closed out — a net gain of 2 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Atmos Capital Gestao de Recursos, opening a new position worth an estimated $123M. The largest seller was Vontobel Asset Management, exiting entirely with an estimated $115M sold.

  • 168 institutional investors held XP (XP) as of Q3 2021, up from 166 in Q2 2021.
  • Funds reported $7.43B of XP stock for Q3 2021, down 6.2% quarter-over-quarter.
  • 30 funds opened new XP positions in Q3 2021 and 28 closed out, a net change of +2 holders.
  • The largest XP buyer in Q3 2021 was Atmos Capital Gestao de Recursos, an estimated $123M added.
  • The largest XP seller in Q3 2021 was Vontobel Asset Management, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2021.