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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
SPIA
201
Steward Partners Investment Advisory
New York
$14.7K -$1.41K -70 -10%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$14K -$4.53K -225 -27%
C
203
Covestor
United Kingdom
$14K +$3.26K +162 +35%
QC
204
Quent Capital
New York
$12.9K +$806 +40 +8%
VCM
205
Versant Capital Management
Arizona
$12.4K +$11K +548 New
TWM
206
Tradition Wealth Management
Minnesota
$12K
SIC
207
Salem Investment Counselors
North Carolina
$9.29K
CTB
208
Country Trust Bank
Illinois
$7.37K
QCG
209
Quadrant Capital Group
Ohio
$7.32K -$282 -14 -4%
FWM
210
Focused Wealth Management
New York
$6.8K
IA
211
IFP Advisors
Florida
$6.53K -$4.23K -210 -42%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$6.53K +$3.58K +178 +162%
SAM
213
Storebrand Asset Management
Norway
$6.44K
AA
214
AlphaMark Advisors
Kentucky
$6K
Loomis, Sayles & Company
215
Loomis, Sayles & Company
Massachusetts
$6K +$5.14K +255 New
SA
216
SRH Advisors
Kansas
$5.7K
DMBA
217
Deseret Mutual Benefit Administrators
Utah
$5.58K
AF
218
Allworth Financial
California
$5.15K
FFA
219
Farther Finance Advisors
California
$5.15K +$1.97K +98 +76%
PFBT
220
Parkside Financial Bank & Trust
Missouri
$5.06K +$504 +25 +13%
TPCW
221
TD Private Client Wealth
New York
$4.85K
WIM
222
Westside Investment Management
California
$4.53K -$101 -5 -2%
SSB
223
Sandy Spring Bank
Maryland
$4.35K
NA
224
NewEdge Advisors
Louisiana
$3.24K
BIA
225
Bell Investment Advisors
California
$3.13K -$504 -25 -15%