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225 hedge funds and large institutions have $6.67B invested in XP in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more capital invested

Capital invested by funds: $3.45B → $6.67B (+$3.22B)

91% more call options, than puts

Call options by funds: $340M | Put options by funds: $178M

89% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 37

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

17% more funds holding

Funds holding: 192225 (+33)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

1.55% less ownership

Funds ownership: 65.63%64.08% (-1.5%)

Holders
225
Holders Change
+33
Holders Change %
+17.19%
% of All Funds
3.53%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
70
Increased
62
Reduced
65
Closed
37
Calls
$340M
Puts
$178M
Net Calls
+$162M
Net Calls Change
+$282M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$807M -$23.6M -1,393,604 -4%
GA
2
General Atlantic
New York
$695M +$73M +4,300,000 +17%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$663M +$166M +9,798,916 +53%
Capital World Investors
4
Capital World Investors
California
$452M -$156M -9,190,569 -32%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$436M -$5.85M -344,513 -2%
HL
6
Harding Loevner
New Jersey
$318M -$17.3M -1,020,275 -7%
BlackRock
7
BlackRock
New York
$301M +$180M +10,597,959 +478%
Sands Capital Management
8
Sands Capital Management
Virginia
$262M -$234K -13,806 -0.1%
ACGDR
9
Atmos Capital Gestao de Recursos
Brazil
$216M +$157M +9,225,213 New
TI
10
Truxt Investmentos
Brazil
$176M +$51M +3,004,683 +67%
SI
11
Squadra Investments
Brazil
$172M -$113M -6,657,835 -48%
DCP
12
Durable Capital Partners
Maryland
$158M +$53.6M +3,159,029 +88%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$147M +$25M +1,475,212 +31%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$114M
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$110M -$97.9M -5,769,510 -55%
SCGDR
16
Sharp Capital Gestora de Recursos
Brazil
$107M -$5.32M -313,380 -6%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$81.2M -$3.52M -207,151 -6%
State Street
18
State Street
Massachusetts
$80.9M +$50.6M +2,982,658 +640%
SCP
19
Seafarer Capital Partners
California
$79.9M
Alkeon Capital Management
20
Alkeon Capital Management
New York
$61.4M -$6.34M -373,922 -12%
BAMCO Inc
21
BAMCO Inc
New York
$59.3M +$13M +766,107 +43%
Morgan Stanley
22
Morgan Stanley
New York
$57.4M -$8.43M -496,836 -17%
OAG
23
Orbis Allan Gray
Bermuda
$56.9M -$14M -822,309 -25%
JGGDR
24
JGP Global Gestao de Recursos
Brazil
$51.3M +$37.1M +2,187,105 New
TIAM
25
TT International Asset Management
United Kingdom
$49.1M -$48.6M -2,863,411 -58%

XP Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q2 2023, worth a combined $6.67B — up 93% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new XP positions and 37 closed out — a net gain of 33 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $180M. The largest seller was JP Morgan Chase, cutting an estimated $199M.

  • 225 institutional investors held XP (XP) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $6.67B of XP stock for Q2 2023, up 93% quarter-over-quarter.
  • 70 funds opened new XP positions in Q2 2023 and 37 closed out, a net change of +33 holders.
  • The largest XP buyer in Q2 2023 was BlackRock, an estimated $180M added.
  • The largest XP seller in Q2 2023 was JP Morgan Chase, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2023.