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XPeng
XPEV

182 hedge funds and large institutions have $1.58B invested in XPeng in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

14% more capital invested

Capital invested by funds: $1.39B → $1.58B (+$193M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

6% more call options, than puts

Call options by funds: $464M | Put options by funds: $439M

1.26% less ownership

Funds ownership: 7.49% → 6.23% (-1.3%)

10% less funds holding

Funds holding: 202 → 182 (-20)

41% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 46

Holders
182
Holders Change
-20
Holders Change %
-9.9%
% of All Funds
2.89%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
27
Increased
56
Reduced
49
Closed
46
Calls
$464M
Puts
$439M
Net Calls
+$24.9M
Net Calls Change
-$97.3M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$89M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$52.6M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$46.4M
4
UBS Group
UBS Group
Switzerland
+$38.9M
5
RAA
RWC Asset Advisors
Florida
+$27.8M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$207M
2
PCM
Primavera Capital Management
Cayman Islands
-$112M
3
Morgan Stanley
Morgan Stanley
New York
-$66.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$43.1M
5
ECP
Electron Capital Partners
New York
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
151
Carmichael Hill & Associates
Maryland
$4.04K +$2.04K +120 +120%
ACA
152
Atlas Capital Advisors
Wyoming
$3.67K – – –
NA
153
Nordwand Advisors
Pennsylvania
$3.67K – – –
CSPIA
154
Cary Street Partners Investment Advisory
Virginia
$3.67K +$3.39K +200 New
TWC
155
TD Waterhouse Canada
Ontario, Canada
$3.43K +$1.36K +80 +100%
CTA
156
Colonial Trust Advisors
South Carolina
$3.32K – – –
HFM
157
Harvest Fund Management
China
$3K -$293K -17,252 -99%
WTA
158
Washington Trust Advisors
Massachusetts
$2.75K – – –
GWSG
159
GPS Wealth Strategies Group
Colorado
$2.52K – – –
NA
160
NewEdge Advisors
Louisiana
$2.4K – – –
TFGT
161
TS Financial Group (TSFG)
Illinois
$2K – – –
CA
162
Centerpoint Advisors
Massachusetts
$2K +$679 +40 +80%
Lazard Asset Management
163
Lazard Asset Management
New York
$2K +$2.51K +148 +822%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$1.84K -$1.83K -108 -52%
CB
165
CNB Bank
Pennsylvania
$1.84K – – –
CCA
166
Column Capital Advisors
Indiana
$1.84K – – –
SSB
167
Sandy Spring Bank
Maryland
$1.84K – – –
EWA
168
EverSource Wealth Advisors
Alabama
$1.78K +$1.65K +97 New
JWM
169
Janiczek Wealth Management
Colorado
$1.38K – – –
KFI
170
Key Financial Inc
Pennsylvania
$1.36K – – –
SFA
171
Semmax Financial Advisors
North Carolina
$1.06K +$1.15K +68 New
WAS
172
Winch Advisory Services
Wisconsin
$1K – – –
CA
173
Clearstead Advisors
Ohio
$992 +$458 +27 +100%
JWA
174
JFS Wealth Advisors
Pennsylvania
$827 +$763 +45 New
AWM
175
Abound Wealth Management
Tennessee
$441 – – –
5 6
7
8 9

XPEV Hedge Fund Activity: Q3 2023 in Review

182 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in XPeng (XPEV) for Q3 2023, worth a combined $1.58B — up 14% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of XPEV and 27 opened new positions — a net loss of 19 holders — while 49 trimmed existing stakes and 56 added.

The largest buyer was Fidelity Investments, adding an estimated $89M. The largest seller was Jane Street, cutting an estimated $207M.

  • 182 institutional investors held XPeng (XPEV) as of Q3 2023, down from 202 in Q2 2023.
  • Funds reported $1.58B of XPeng stock for Q3 2023, up 14% quarter-over-quarter.
  • 27 funds opened new XPeng positions in Q3 2023 and 46 closed out, a net change of -19 holders.
  • The largest XPeng buyer in Q3 2023 was Fidelity Investments, an estimated $89M added.
  • The largest XPeng seller in Q3 2023 was Jane Street, an estimated $207M sold.

Based on aggregated 13F filings for Q3 2023.