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298 hedge funds and large institutions have $8.13B invested in XP in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 107 increasing their positions, 109 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $7.68B → $8.13B (+$450M)

5.07% more ownership

Funds ownership: 67.76%72.82% (+5.1%)

1% less funds holding

Funds holding: 301298 (-3)

2% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 109

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

30% less call options, than puts

Call options by funds: $225M | Put options by funds: $320M

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

Holders
298
Holders Change
-3
Holders Change %
-1%
% of All Funds
4.29%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.19%
New
45
Increased
107
Reduced
109
Closed
47
Calls
$225M
Puts
$320M
Net Calls
-$94.9M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$762M -$13.6M -543,800 -2%
GA
2
General Atlantic
New York
$760M
Capital World Investors
3
Capital World Investors
California
$699M +$295M +11,753,953 +76%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$603M -$5.92M -236,183 -1%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$480M +$14M +560,047 +3%
BlackRock
6
BlackRock
New York
$354M -$107M -4,280,144 -24%
HL
7
Harding Loevner
New Jersey
$319M -$16.6M -663,259 -5%
SI
8
Squadra Investments
Brazil
$269M +$37.1M +1,477,800 +16%
Sands Capital Management
9
Sands Capital Management
Virginia
$249M -$27M -1,077,702 -10%
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$214M +$5.64M +225,035 +3%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$175M +$159M +6,343,605 +1,347%
Jane Street
12
Jane Street
New York
$158M +$146M +5,832,439 +1,729%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$138M +$43.1M +1,717,875 +47%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$130M -$3.51M -140,148 -3%
Vanguard Group
15
Vanguard Group
Pennsylvania
$130M +$105M +4,183,469 +482%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$121M +$86.3M +3,439,596 +271%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$119M -$7.38M -294,194 -6%
Morgan Stanley
18
Morgan Stanley
New York
$109M -$16.9M -672,345 -14%
State Street
19
State Street
Massachusetts
$95.8M +$634K +25,283 +0.7%
SCP
20
Seafarer Capital Partners
California
$88.7M
Marshall Wace
21
Marshall Wace
United Kingdom
$85.8M +$18.2M +725,664 +28%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$84.9M +$33M +1,317,860 +66%
BAMCO Inc
23
BAMCO Inc
New York
$82.8M +$17.1M +681,273 +27%
Jennison Associates
24
Jennison Associates
New York
$79.9M +$41M +1,635,083 +111%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$78.3M -$12M -477,949 -14%

XP Hedge Fund Activity: Q1 2024 in Review

298 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q1 2024, worth a combined $8.13B — up 5.9% from $7.68B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of XP and 45 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 107 added.

The largest buyer was Capital World Investors, adding an estimated $295M. The largest seller was Atmos Capital Gestao de Recursos, exiting entirely with an estimated $186M sold.

  • 298 institutional investors held XP (XP) as of Q1 2024, down from 301 in Q4 2023.
  • Funds reported $8.13B of XP stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 45 funds opened new XP positions in Q1 2024 and 47 closed out, a net change of -2 holders.
  • The largest XP buyer in Q1 2024 was Capital World Investors, an estimated $295M added.
  • The largest XP seller in Q1 2024 was Atmos Capital Gestao de Recursos, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2024.