We are live on ! Find out more

275 hedge funds and large institutions have $2.55B invested in RXO in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $8.57M

18% more capital invested

Capital invested by funds: $2.16B → $2.55B (+$382M)

1.53% more ownership

Funds ownership: 94.56%96.09% (+1.5%)

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 280275 (-5)

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

Holders
275
Holders Change
-5
Holders Change %
-1.79%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
83
Reduced
82
Closed
43
Calls
$13.7M
Puts
$8.57M
Net Calls
+$5.09M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$2.63K
S
227
SignatureFD
Georgia
$2.52K
BWL
228
Bogart Wealth LLC
Virginia
$2.27K
DAM
229
Delta Asset Management
Tennessee
$2.27K
TFA
230
Toth Financial Advisory
Virginia
$2.27K
HIA
231
Harbor Investment Advisory
Maryland
$2.22K
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$2.15K
SIS
233
Strategic Investment Solutions
Illinois
$2.13K -$20 -1 -1%
WP
234
WealthPLAN Partners
Nebraska
$2.09K
JWA
235
JFS Wealth Advisors
Pennsylvania
$2.02K
Bessemer Group
236
Bessemer Group
New Jersey
$2K -$28.3K -1,405 -93%
BAM
237
Byrne Asset Management
New Jersey
$2K
CAL
238
Capital Analysts LLC
Pennsylvania
$2K
CSB
239
City State Bank
Iowa
$2K
ST
240
Smithfield Trust
Pennsylvania
$2K +$1.51K +75 New
Pacer Advisors
241
Pacer Advisors
Pennsylvania
$1.95K +$302 +15 +21%
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$1.81K
TC
243
Truvestments Capital
Florida
$1.66K +$1.47K +73 New
PMFA
244
Plante Moran Financial Advisors
Michigan
$1.63K
FHA
245
First Horizon Advisors
Tennessee
$1.61K
KFI
246
Key Financial Inc
Pennsylvania
$1.54K +$1.37K +68 New
PWMG
247
Prestige Wealth Management Group
New Jersey
$1.5K
PA
248
Parallel Advisors
California
$1.2K -$544 -27 -34%
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13K +$1.01K +50 New
BFEC
250
Benjamin F. Edwards & Company
Missouri
$1K