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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
MWM
251
Mascoma Wealth Management
New Hampshire
$1.27K
SC
252
Schubert & Co
Texas
$1.18K +$326 +17 +40%
Toronto Dominion Bank
253
Toronto Dominion Bank
Ontario, Canada
$1K -$193K -10,070 -100%
BAM
254
Byrne Asset Management
New Jersey
$1K
MWC
255
MBM Wealth Consultants
Missouri
$1K
SFG
256
Steward Financial Group
Texas
$1K +$1.11K +58 +264%
BTI
257
Blue Trust Inc
Georgia
$1K +$1.42K +74 New
M
258
MOTCO
Texas
$864
PTC
259
Private Trust Company
Ohio
$845
BCMLT
260
Beacon Capital Management LLC (Tennessee)
Tennessee
$727
GEA
261
Glen Eagle Advisors
New Jersey
$687
AF
262
Advisornet Financial
Minnesota
$570 +$557 +29 New
BWM
263
BerganKDV Wealth Management
Minnesota
$511 +$499 +26 New
SIC
264
SJS Investment Consulting
Ohio
$472 +$38 +2 +9%
YAL
265
Your Advocates Ltd
Texas
$452
DI
266
Disciplined Investments
Oklahoma
$412 +$58 +3 +17%
TCM
267
Tradewinds Capital Management
Washington
$393
NIC
268
Northwest Investment Counselors
Oregon
$393 +$384 +20 New
Commonwealth Equity Services
269
Commonwealth Equity Services
Massachusetts
$376 -$45.9K -2,390 -11%
RTL
270
Red Tortoise LLC
Georgia
$334
LC
271
Lindbrook Capital
California
$314
ECM
272
Everence Capital Management
Indiana
$273 +$266K +13,880 New
UB
273
UMB Bank
Missouri
$236 +$230 +12 New
ANBT
274
American National Bank & Trust
Texas
$196
GWS
275
Glassman Wealth Services
Virginia
$196 +$58 +3 +43%