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296 hedge funds and large institutions have $7.65B invested in XPeng in 2021 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 79 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 79

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

1% less funds holding

Funds holding: 300296 (-4)

3.18% less ownership

Funds ownership: 20.25%17.07% (-3.2%)

15% less capital invested

Capital invested by funds: $8.97B → $7.65B (-$1.31B)

25% less call options, than puts

Call options by funds: $409M | Put options by funds: $545M

Holders
296
Holders Change
-4
Holders Change %
-1.33%
% of All Funds
5.18%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
53
Increased
111
Reduced
79
Closed
53
Calls
$409M
Puts
$545M
Net Calls
-$136M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
151
Two Sigma Investments
New York
$947K +$1.06M +26,644 New
Swedbank
152
Swedbank
Sweden
$931K -$46.1K -1,161 -4%
American Century Companies
153
American Century Companies
Missouri
$879K +$758K +19,091 +339%
Creative Planning
154
Creative Planning
Kansas
$873K +$34.2K +862 +4%
EPA
155
Element Pointe Advisors
Florida
$799K -$43.2K -1,088 -5%
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$783K -$224K -5,646 -20%
BCM
157
Bayesian Capital Management
New York
$780K +$872K +21,956 New
TI
158
Trexquant Investment
Connecticut
$772K +$230K +5,791 +36%
CLOS
159
Compagnie Lombard Odier SCmA
Switzerland
$750K -$44.7K -1,125 -5%
BAMF
160
BI Asset Management Fondsmaeglerselskab
Denmark
$746K -$324K -8,164 -28%
Dimensional Fund Advisors
161
Dimensional Fund Advisors
Texas
$708K +$173K +4,368 +28%
VF
162
Virtu Financial
New York
$691K -$1.91M -48,070 -71%
MW
163
MBL Wealth
North Carolina
$682K +$762K +19,200 New
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$682K +$774K +19,499 +103%
HT
165
HAP Trading
New York
$660K -$476K -11,994 -39%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$650K +$304K +7,654 +72%
Connor, Clark & Lunn Investment Management (CC&L)
167
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$629K +$702K +17,686 New
LOAMS
168
Lombard Odier Asset Management (Switzerland)
Switzerland
$601K
AWM
169
Avitas Wealth Management
California
$590K +$659K +16,593 New
Osaic Holdings
170
Osaic Holdings
Arizona
$577K -$19.2K -483 -3%
MIAN
171
Mariner Independent Advisor Network
Kansas
$576K -$72.8K -1,835 -10%
ACI
172
AMP Capital Investors
Australia
$561K +$31.7K +799 +5%
APA
173
American Portfolios Advisors
New York
$539K +$570K +14,349 +1,748%
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$537K -$50.3K -1,266 -8%
PA
175
Parallel Advisors
California
$535K +$8.77K +221 +1%

XPEV Hedge Fund Activity: Q3 2021 in Review

296 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in XPeng (XPEV) for Q3 2021, worth a combined $7.65B — down 15% from $8.97B a quarter earlier.

Fund positioning in XPEV was balanced in Q3 2021: 53 funds opened new positions, 53 closed out, 111 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $188M. The largest seller was Robeco Schweiz, cutting an estimated $81.4M.

  • 296 institutional investors held XPeng (XPEV) as of Q3 2021, down from 300 in Q2 2021.
  • Funds reported $7.65B of XPeng stock for Q3 2021, down 15% quarter-over-quarter.
  • 53 funds opened new XPeng positions in Q3 2021 and 53 closed out, a net change of 0 holders.
  • The largest XPeng buyer in Q3 2021 was Fidelity Investments, an estimated $188M added.
  • The largest XPeng seller in Q3 2021 was Robeco Schweiz, an estimated $81.4M sold.

Based on aggregated 13F filings for Q3 2021.