XP
198 hedge funds and large institutions have $4.39B invested in XP in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 39 closing their positions.
61% more capital inflows, than outflows
Capital inflows: $1.09B | Capital outflows: $677M
5.67% more ownership
Funds ownership: 58.84% → 64.51% (+5.7%)
8% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 39
1% less funds holding
Funds holding: 199 → 198 (-1)
14% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 70
23% less call options, than puts
Call options by funds: $45.2M | Put options by funds: $58.4M
29% less funds holding in top 10
Funds holding in top 10: 21 → 15 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$333M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$317M |
| 3 |
Dragoneer Investment Group
San Francisco,
California
|
+$81.5M |
| 4 |
TT International Asset Management
London,
United Kingdom
|
+$27.1M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$99.5M |
| 2 |
Southpoint Capital Advisors
New York
|
-$55.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$41.2M |
| 4 |
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
|
-$39M |
| 5 |
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
|
-$34.4M |
XP Hedge Fund Activity: Q4 2022 in Review
198 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q4 2022, worth a combined $4.39B — down 12% from $5B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new XP positions and 39 closed out — a net gain of 3 holders — while 60 added to existing stakes and 70 trimmed.
The largest buyer was Capital World Investors, adding an estimated $333M. The largest seller was T. Rowe Price Associates, cutting an estimated $99.5M.
- 198 institutional investors held XP (XP) as of Q4 2022, down from 199 in Q3 2022.
- Funds reported $4.39B of XP stock for Q4 2022, down 12% quarter-over-quarter.
- 42 funds opened new XP positions in Q4 2022 and 39 closed out, a net change of +3 holders.
- The largest XP buyer in Q4 2022 was Capital World Investors, an estimated $333M added.
- The largest XP seller in Q4 2022 was T. Rowe Price Associates, an estimated $99.5M sold.
Based on aggregated 13F filings for Q4 2022.