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XPeng
XPEV

188 hedge funds and large institutions have $683M invested in XPeng in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more call options, than puts

Call options by funds: $75.3M | Put options by funds: $63.3M

1.11% less ownership

Funds ownership: 7.16% → 6.05% (-1.1%)

4% less funds holding

Funds holding: 195 → 188 (-7)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

20% less capital invested

Capital invested by funds: $850M → $683M (-$167M)

29% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 70

Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
25
Increased
50
Reduced
70
Closed
28
Calls
$75.3M
Puts
$63.3M
Net Calls
+$12M
Net Calls Change
+$13M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$61.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.5M
3
TPC
Tiger Pacific Capital
New York
+$13.6M
4
GC
GGV Capital
California
+$9.26M
5
Primecap Management
Primecap Management
California
+$6.88M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$35.9M
2
Goldman Sachs
Goldman Sachs
New York
-$32M
3
Citigroup
Citigroup
New York
-$27.9M
4
Morgan Stanley
Morgan Stanley
New York
-$16.9M
5
Bank of America
Bank of America
North Carolina
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
QPBE
151
Quintet Private Bank (Europe)
Luxembourg
$5.61K -$158 -20 -3%
CFD
152
Creative Financial Designs
Indiana
$5.13K – – –
UB
153
UMB Bank
Missouri
$4.76K – – –
CLOS
154
Compagnie Lombard Odier SCmA
Switzerland
$3.3K – – –
BIA
155
Bell Investment Advisors
California
$3.29K +$726 +92 +26%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$2.93K -$284 -36 -8%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$2.2K – – –
PFBT
158
Parkside Financial Bank & Trust
Missouri
$2.2K – – –
LFG
159
Larson Financial Group
Missouri
$2.2K +$789 +100 +50%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$1.86K +$1.97K +250 New
NA
161
Nordwand Advisors
Pennsylvania
$1.47K – – –
VAMG
162
Voisard Asset Management Group
Michigan
$1.47K – – –
ACA
163
Atlas Capital Advisors
Wyoming
$1.47K +$1.58K +200 New
CTA
164
Colonial Trust Advisors
South Carolina
$1.33K – – –
PS
165
Principal Securities
Iowa
$1.27K -$63 -8 -4%
JWA
166
JFS Wealth Advisors
Pennsylvania
$1.25K +$1.35K +171 New
WTA
167
Washington Trust Advisors
Massachusetts
$1.1K – – –
Lazard Asset Management
168
Lazard Asset Management
New York
$1K -$32 -4 -2%
TFGT
169
TS Financial Group (TSFG)
Illinois
$1K – – –
RI
170
Ridgewood Investments
New Jersey
$850 +$916 +116 New
CHA
171
Carmichael Hill & Associates
Maryland
$807 – – –
SWM
172
Spire Wealth Management
Virginia
$733 -$63 -8 -7%
CB
173
CNB Bank
Pennsylvania
$733 – – –
PCWA
174
Pacific Capital Wealth Advisors
California
$733 – – –
SSB
175
Sandy Spring Bank
Maryland
$733 – – –
5 6
7
8 9

XPEV Hedge Fund Activity: Q2 2024 in Review

188 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in XPeng (XPEV) for Q2 2024, worth a combined $683M — down 20% from $850M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of XPEV and 25 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 50 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $61.7M. The largest seller was Citadel Advisors, cutting an estimated $35.9M.

  • 188 institutional investors held XPeng (XPEV) as of Q2 2024, down from 195 in Q1 2024.
  • Funds reported $683M of XPeng stock for Q2 2024, down 20% quarter-over-quarter.
  • 25 funds opened new XPeng positions in Q2 2024 and 28 closed out, a net change of -3 holders.
  • The largest XPeng buyer in Q2 2024 was D.E. Shaw & Co, an estimated $61.7M added.
  • The largest XPeng seller in Q2 2024 was Citadel Advisors, an estimated $35.9M sold.

Based on aggregated 13F filings for Q2 2024.