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301 hedge funds and large institutions have $7.68B invested in XP in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

17% more funds holding

Funds holding: 257301 (+44)

9% more capital invested

Capital invested by funds: $7.08B → $7.68B (+$608M)

3.52% more ownership

Funds ownership: 64.23%67.76% (+3.5%)

6% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 102

51% less call options, than puts

Call options by funds: $121M | Put options by funds: $249M

Holders
301
Holders Change
+44
Holders Change %
+17.12%
% of All Funds
4.39%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.28%
New
78
Increased
96
Reduced
102
Closed
33
Calls
$121M
Puts
$249M
Net Calls
-$128M
Net Calls Change
-$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$788M -$1.18M -51,600 -0.2%
GA
2
General Atlantic
New York
$772M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$618M +$50M +2,189,469 +10%
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$473M -$1.81M -79,407 -0.4%
BlackRock
5
BlackRock
New York
$472M +$80.2M +3,514,562 +24%
Capital World Investors
6
Capital World Investors
California
$404M -$40.9M -1,791,117 -10%
HL
7
Harding Loevner
New Jersey
$339M +$16.7M +732,614 +6%
Sands Capital Management
8
Sands Capital Management
Virginia
$281M -$5.36M -234,894 -2%
SI
9
Squadra Investments
Brazil
$235M +$47.6M +2,087,205 +30%
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$212M +$68.7M +3,008,809 +59%
ACGDR
11
Atmos Capital Gestao de Recursos
Brazil
$186M -$9.56M -419,000 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$136M -$13.5M -592,561 -10%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$129M +$6.69M +293,160 +6%
Morgan Stanley
14
Morgan Stanley
New York
$128M +$69.1M +3,027,906 +161%
Two Sigma Investments
15
Two Sigma Investments
New York
$116M +$65M +2,850,140 +179%
State Street
16
State Street
Massachusetts
$96.6M +$3.56M +156,061 +4%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$95.3M +$74.1M +3,248,223 +801%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$92M +$46.4M +2,033,401 +136%
SCP
19
Seafarer Capital Partners
California
$90.1M +$1.14M +50,000 +1%
CIEP
20
Constellation Investimentos e Participacoes
Brazil
$85.2M +$74.6M +3,270,009 New
Fisher Asset Management
21
Fisher Asset Management
Washington
$74.1M +$55.4M +2,429,169 +585%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$72.9M -$3.05M -133,480 -5%
Marshall Wace
23
Marshall Wace
United Kingdom
$68.3M +$24.9M +1,092,695 +72%
Alkeon Capital Management
24
Alkeon Capital Management
New York
$68.2M -$65.8K -2,884 -0.1%
BAMCO Inc
25
BAMCO Inc
New York
$66.4M +$11.4M +500,566 +24%

XP Hedge Fund Activity: Q4 2023 in Review

301 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q4 2023, worth a combined $7.68B — up 8.6% from $7.08B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XP positions and 33 closed out — a net gain of 45 holders — while 96 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Pacer Advisors, exiting entirely with an estimated $274M sold.

  • 301 institutional investors held XP (XP) as of Q4 2023, up from 257 in Q3 2023.
  • Funds reported $7.68B of XP stock for Q4 2023, up 8.6% quarter-over-quarter.
  • 78 funds opened new XP positions in Q4 2023 and 33 closed out, a net change of +45 holders.
  • The largest XP buyer in Q4 2023 was BlackRock, an estimated $80.2M added.
  • The largest XP seller in Q4 2023 was Pacer Advisors, an estimated $274M sold.

Based on aggregated 13F filings for Q4 2023.