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242 hedge funds and large institutions have $3.14B invested in RXO in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

23% more capital invested

Capital invested by funds: $2.56B → $3.14B (+$588M)

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

12% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 75

2.39% more ownership

Funds ownership: 99.8%102.19% (+2.4%)

1% more funds holding

Funds holding: 240242 (+2)

92% less call options, than puts

Call options by funds: $1.22M | Put options by funds: $14.6M

Holders
242
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
31
Increased
84
Reduced
75
Closed
27
Calls
$1.22M
Puts
$14.6M
Net Calls
-$13.4M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$12K +$936 +45 +11%
IA
177
IFP Advisors
Florida
$11.7K +$3.33K +160 +56%
GRP
178
Global Retirement Partners
California
$10.5K +$5.93K +285 +246%
WAG
179
Wiser Advisor Group
Arizona
$10.1K
CTB
180
Country Trust Bank
Illinois
$8.5K
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$7.8K
AA
182
AlphaMark Advisors
Kentucky
$7K
TSMHT
183
Thurston Springer Miller Herd & Titak
Indiana
$6.38K +$5.08K +244 New
QCG
184
Quadrant Capital Group
Ohio
$6.36K +$21 +1 +0.4%
SAM
185
Smartleaf Asset Management
Massachusetts
$5.96K +$4.97K +239 New
IAIM
186
International Assets Investment Management
Florida
$5.83K +$4.64K +223 New
WIM
187
Westside Investment Management
California
$5.23K
SSB
188
Sandy Spring Bank
Maryland
$5.02K
BFEC
189
Benjamin F. Edwards & Company
Missouri
$5K +$2.5K +120 +162%
SRCM
190
Signature Resources Capital Management
California
$4.84K +$3.85K +185 New
BIA
191
Bell Investment Advisors
California
$4.5K +$270 +13 +8%
ACA
192
American Capital Advisory
Idaho
$4.49K
MG
193
Mather Group
Illinois
$4.37K
Allspring Global Investments
194
Allspring Global Investments
North Carolina
$4.29K -$72.4K -3,479 -95%
BTI
195
Blue Trust Inc
Georgia
$4.24K +$4.04K +194 New
Bessemer Group
196
Bessemer Group
New Jersey
$4K
FFA
197
Farther Finance Advisors
California
$3.78K
UB
198
UMB Bank
Missouri
$3.48K +$1.64K +79 +146%
NB
199
NBT Bank
New York
$3.37K
NA
200
NewEdge Advisors
Louisiana
$3.32K -$2.97K -143 -53%