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228 hedge funds and large institutions have $1.39B invested in XPeng in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 56 increasing their positions, 72 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $253M | Put options by funds: $137M

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6.24% less ownership

Funds ownership: 16.42%10.18% (-6.2%)

13% less funds holding

Funds holding: 263228 (-35)

22% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 72

37% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 81

46% less capital invested

Capital invested by funds: $2.58B → $1.39B (-$1.19B)

Holders
228
Holders Change
-35
Holders Change %
-13.31%
% of All Funds
3.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
51
Increased
56
Reduced
72
Closed
81
Calls
$253M
Puts
$137M
Net Calls
+$116M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$1.4K +$72 +8 +6%
BIA
202
Bell Investment Advisors
California
$1.33K +$1.11K +123 +1,118%
EWA
203
EverSource Wealth Advisors
Alabama
$1.19K +$171 +19 +19%
CWP
204
Concord Wealth Partners
Virginia
$1K +$910 +101 New
HGERS
205
Householder Group Estate & Retirement Specialist
Arizona
$1K
SFA
206
Semmax Financial Advisors
North Carolina
$1K
TFGT
207
TS Financial Group (TSFG)
Illinois
$1K
BTI
208
Blue Trust Inc
Georgia
$1K +$577 +64 +291%
CB
209
CNB Bank
Pennsylvania
$994
CCA
210
Column Capital Advisors
Indiana
$994
SSB
211
Sandy Spring Bank
Maryland
$994
KFI
212
Key Financial Inc
Pennsylvania
$884
CA
213
CoreCap Advisors
Michigan
$746 +$676 +75 New
RBC
214
Romano Brothers & Co
Illinois
$676 +$613 +68 New
WWP
215
WR Wealth Planners
Missouri
$646 -$45 -5 -7%
MPCL
216
My Personal CFO LLC
Washington
$547 +$496 +55 New
SIS
217
Sound Income Strategies
Florida
$497 +$451 +50 New
Dimensional Fund Advisors
218
Dimensional Fund Advisors
Texas
$401 +$2.82K +313 +0.8%
CA
219
Clearstead Advisors
Ohio
$268
NA
220
NewEdge Advisors
Louisiana
$230 +$1.39K +154 New
JFA
221
JNBA Financial Advisors
Minnesota
$229
BC
222
Burleson & Co
California
$209
BCH
223
Berkshire Capital Holdings
California
$99
WAM
224
Worth Asset Management
Texas
$30
FGAM
225
Financial Gravity Asset Management
Texas
$19 +$90 +10 New

XPEV Hedge Fund Activity: Q4 2022 in Review

228 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in XPeng (XPEV) for Q4 2022, worth a combined $1.39B — down 46% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of XPEV and 51 opened new positions — a net loss of 30 holders — while 72 trimmed existing stakes and 56 added.

The largest buyer was Bank of America, adding an estimated $48.1M. The largest seller was Vanguard Group, exiting entirely with an estimated $235M sold.

  • 228 institutional investors held XPeng (XPEV) as of Q4 2022, down from 263 in Q3 2022.
  • Funds reported $1.39B of XPeng stock for Q4 2022, down 46% quarter-over-quarter.
  • 51 funds opened new XPeng positions in Q4 2022 and 81 closed out, a net change of -30 holders.
  • The largest XPeng buyer in Q4 2022 was Bank of America, an estimated $48.1M added.
  • The largest XPeng seller in Q4 2022 was Vanguard Group, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2022.