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238 hedge funds and large institutions have $8.16B invested in XP in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 95 increasing their positions, 64 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 64

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

11% more capital invested

Capital invested by funds: $7.32B → $8.16B (+$842M)

2% more funds holding

Funds holding: 234238 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

9% less call options, than puts

Call options by funds: $65.6M | Put options by funds: $72.3M

2.32% less ownership

Funds ownership: 67.46%65.14% (-2.3%)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
3.75%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
54
Increased
95
Reduced
64
Closed
47
Calls
$65.6M
Puts
$72.3M
Net Calls
-$6.72M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$1.52B +$52.1M +1,670,000 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$795M +$365M +11,693,326 +79%
Dodge & Cox
3
Dodge & Cox
California
$492M +$223M +7,160,694 +78%
Capital Research Global Investors
4
Capital Research Global Investors
California
$447M -$39.3M -1,259,376 -8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$403M -$103M -3,314,396 -20%
HL
6
Harding Loevner
New Jersey
$351M +$38.3M +1,229,321 +8%
JP Morgan Chase
7
JP Morgan Chase
New York
$296M +$292M +9,375,380 +2,057%
Viking Global Investors
8
Viking Global Investors
Connecticut
$284M +$295M +9,443,312 New
Sands Capital Management
9
Sands Capital Management
Virginia
$262M -$2.69M -86,123 -1%
TI
10
Truxt Investmentos
Brazil
$227M -$67.6M -2,169,000 -22%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$206M -$26.4M -845,759 -11%
SI
12
Squadra Investments
Brazil
$202M +$23.2M +743,800 +12%
SGA
13
Sustainable Growth Advisers
Connecticut
$155M +$2.21M +70,980 +1%
DCP
14
Durable Capital Partners
Maryland
$136M -$14.2M -455,213 -9%
Alkeon Capital Management
15
Alkeon Capital Management
New York
$128M -$28.6K -918 -0%
CIEP
16
Constellation Investimentos e Participacoes
Brazil
$111M -$32.6M -1,044,190 -22%
SCA
17
Southpoint Capital Advisors
New York
$108M +$56.1M +1,800,000 +100%
Fidelity International
18
Fidelity International
Bermuda
$86.4M +$7.96M +255,330 +10%
SCGDR
19
Sharp Capital Gestora de Recursos
Brazil
$82.2M -$68.5M -2,195,975 -45%
AI
20
Advent International
Massachusetts
$80.1M
MC
21
Maverick Capital
Texas
$78.8M -$12.3M -394,656 -13%
CFM
22
Coronation Fund Managers
South Africa
$68M -$12.2M -391,423 -15%
VPI
23
VELT Partners Investimentos
Brazil
$64.4M +$7.21M +231,150 +12%
Ameriprise
24
Ameriprise
Minnesota
$64.2M +$5.14M +164,705 +8%
SC
25
Samlyn Capital
New York
$63.8M -$71.7M -2,300,470 -52%

XP Hedge Fund Activity: Q1 2022 in Review

238 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2022, worth a combined $8.16B — up 11% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new XP positions and 47 closed out — a net gain of 7 holders — while 95 added to existing stakes and 64 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $365M. The largest seller was Atmos Capital Gestao de Recursos, cutting an estimated $154M.

  • 238 institutional investors held XP (XP) as of Q1 2022, up from 234 in Q4 2021.
  • Funds reported $8.16B of XP stock for Q1 2022, up 11% quarter-over-quarter.
  • 54 funds opened new XP positions in Q1 2022 and 47 closed out, a net change of +7 holders.
  • The largest XP buyer in Q1 2022 was T. Rowe Price Associates, an estimated $365M added.
  • The largest XP seller in Q1 2022 was Atmos Capital Gestao de Recursos, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2022.