XP
235 hedge funds and large institutions have $7.32B invested in XP in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 82 increasing their positions, 40 reducing their positions, and 39 closing their positions.
276% more capital inflows, than outflows
Capital inflows: $3.03B | Capital outflows: $806M
172% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 39
105% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 40
40% more funds holding
Funds holding: 168 → 235 (+67)
24% more call options, than puts
Call options by funds: $73.9M | Put options by funds: $59.8M
21% more funds holding in top 10
Funds holding in top 10: 19 → 23 (+4)
18.46% more ownership
Funds ownership: 49.01% → 67.47% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harding Loevner
Bridgewater,
New Jersey
|
+$502M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$490M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$299M |
| 4 |
Samlyn Capital
New York
|
+$124M |
| 5 |
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$214M |
| 2 |
D1 Capital Partners
New York
|
-$66.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$56.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$52.2M |
| 5 |
ClearBridge Investments
New York
|
-$44.4M |
XP Hedge Fund Activity: Q4 2021 in Review
235 of the 6,522 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q4 2021, worth a combined $7.32B — down 1.5% from $7.43B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new XP positions and 39 closed out — a net gain of 67 holders — while 82 added to existing stakes and 40 trimmed.
The largest buyer was Harding Loevner, opening a new position worth an estimated $502M. The largest seller was T. Rowe Price Associates, cutting an estimated $214M.
- 235 institutional investors held XP (XP) as of Q4 2021, up from 168 in Q3 2021.
- Funds reported $7.32B of XP stock for Q4 2021, down 1.5% quarter-over-quarter.
- 106 funds opened new XP positions in Q4 2021 and 39 closed out, a net change of +67 holders.
- The largest XP buyer in Q4 2021 was Harding Loevner, an estimated $502M added.
- The largest XP seller in Q4 2021 was T. Rowe Price Associates, an estimated $214M sold.
Based on aggregated 13F filings for Q4 2021.