Xp Ownership
| XP Stock | USD 15.52 0.15 0.96% |
Shares in Circulation | First Issued 2018-12-31 | Previous Quarter 551.5 M | Current Value 551.5 M | Avarage Shares Outstanding 560.2 M | Quarterly Volatility 9 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Xp |
Xp Stock Ownership Analysis
About 88.0% of the company outstanding shares are owned by institutional investors. The book value of Xp was at this time reported as 35.46. The company last dividend was issued on the 12th of December 2023. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits product structuring and capital markets services for corporate clients and issuers of fixed income products advisory services for mass-affluent and institutional clients and wealth management services for high-net-worth customers and institutional clients. The company was founded in 2001 and is based in So Paulo, Brazil. XP Inc operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 6948 people. For more information please call the company at 553 075 0429 or visit https://www.xpinc.com.Besides selling stocks to institutional investors, Xp also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Xp's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Xp's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Xp Quarterly Liabilities And Stockholders Equity |
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About 8.0% of Xp Inc are currently held by insiders. Unlike Xp's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Xp's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Xp's insider trades
Xp Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Xp is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Xp Inc backward and forwards among themselves. Xp's institutional investor refers to the entity that pools money to purchase Xp's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Schroder Investment Management Group | 2024-06-30 | 6.6 M | Millennium Management Llc | 2024-06-30 | 6.3 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 6 M | Arrowstreet Capital Limited Partnership | 2024-06-30 | 5.4 M | Fisher Asset Management, Llc | 2024-09-30 | 4.5 M | Wellington Management Company Llp | 2024-06-30 | 4.4 M | Atmos Capital Gestão De Recursos Ltda | 2024-06-30 | 4.4 M | Norges Bank | 2024-06-30 | 4.3 M | State Street Corp | 2024-06-30 | 4.2 M | Dodge & Cox | 2024-09-30 | 34.9 M | Capital World Investors | 2024-09-30 | 30.6 M |
Xp's latest congressional trading
Congressional trading in companies like Xp Inc, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Xp by those in governmental positions are based on the same information available to the general public.
| 2024-07-09 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-02-14 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify | ||
| 2024-02-13 | Senator Tommy Tuberville | Acquired $15K to $50K | Verify | ||
| 2022-07-22 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2022-01-10 | Representative Josh Gottheimer | Acquired Under $15K | Verify |
Xp Outstanding Bonds
Xp issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Xp Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Xp bonds can be classified according to their maturity, which is the date when Xp Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 4875 Corp BondUS55336VAG59 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View |
Xp Corporate Filings
6K | 19th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
13A | 13th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Pair Trading with Xp
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Xp position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Xp will appreciate offsetting losses from the drop in the long position's value.Moving against Xp Stock
| 0.75 | SF | Stifel Financial Earnings Call This Week | PairCorr |
| 0.74 | FRHC | Freedom Holding Corp | PairCorr |
| 0.74 | BK | Bank of New York Fiscal Year End 10th of January 2025 | PairCorr |
| 0.72 | CM | Canadian Imperial Bank Fiscal Year End 5th of December 2024 | PairCorr |
| 0.7 | AXP | American Express Fiscal Year End 24th of January 2025 | PairCorr |
The ability to find closely correlated positions to Xp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Xp when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Xp - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Xp Inc to buy it.
The correlation of Xp is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Xp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Xp Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Xp can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Xp Stock Analysis
When running Xp's price analysis, check to measure Xp's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Xp is operating at the current time. Most of Xp's value examination focuses on studying past and present price action to predict the probability of Xp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Xp's price. Additionally, you may evaluate how the addition of Xp to your portfolios can decrease your overall portfolio volatility.