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280 hedge funds and large institutions have $2.16B invested in RXO in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $1.72B → $2.16B (+$444M)

7.25% more ownership

Funds ownership: 87.31%94.56% (+7.3%)

1% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 87

5% less funds holding

Funds holding: 294280 (-14)

18% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 62

57% less call options, than puts

Call options by funds: $5.76M | Put options by funds: $13.4M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
280
Holders Change
-14
Holders Change %
-4.76%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
51
Increased
86
Reduced
87
Closed
62
Calls
$5.76M
Puts
$13.4M
Net Calls
-$7.69M
Net Calls Change
-$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$2.81K -$27.2K -1,418 -91%
FFA
227
Farther Finance Advisors
California
$2.53K +$749 +39 +43%
GRP
228
Global Retirement Partners
California
$2.27K
S
229
SignatureFD
Georgia
$2.18K -$326 -17 -13%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$2.16K -$4.32K -225 -67%
CAL
231
Capital Analysts LLC
Pennsylvania
$2K
CSB
232
City State Bank
Iowa
$2K +$1.92K +100 New
SIS
233
Strategic Investment Solutions
Illinois
$1.98K +$1.94K +101 New
MCI
234
MRP Capital Investments
Georgia
$1.96K -$10.1K -525 -84%
BWL
235
Bogart Wealth LLC
Virginia
$1.96K
DAM
236
Delta Asset Management
Tennessee
$1.96K
TFA
237
Toth Financial Advisory
Virginia
$1.96K
WAM
238
WFA Asset Management
Wisconsin
$1.96K
HIA
239
Harbor Investment Advisory
Maryland
$1.93K
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$1.87K +$768 +40 +73%
WP
241
WealthPLAN Partners
Nebraska
$1.81K +$1.77K +92 New
AAS
242
Ameritas Advisory Services
Nebraska
$1.77K +$1.73K +90 New
JWA
243
JFS Wealth Advisors
Pennsylvania
$1.75K +$441 +23 +35%
PA
244
Parallel Advisors
California
$1.57K -$326 -17 -18%
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$1.57K +$595 +31 +63%
WT
246
Whittier Trust
California
$1.55K
PMFA
247
Plante Moran Financial Advisors
Michigan
$1.41K
Pacer Advisors
248
Pacer Advisors
Pennsylvania
$1.39K -$503K -26,183 -100%
FHA
249
First Horizon Advisors
Tennessee
$1.39K
PWMG
250
Prestige Wealth Management Group
New Jersey
$1.3K