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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
PFBT
201
Parkside Financial Bank & Trust
Missouri
$3.27K +$125 +6 +5%
CAL
202
Capital Analysts LLC
Pennsylvania
$3K
S
203
SignatureFD
Georgia
$2.9K -$187 -9 -8%
BWL
204
Bogart Wealth LLC
Virginia
$2.62K
TFA
205
Toth Financial Advisory
Virginia
$2.62K
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$2.48K
AAP
207
Arax Advisory Partners
Colorado
$2.46K +$1.96K +94 New
JWA
208
JFS Wealth Advisors
Pennsylvania
$2.33K -$21 -1 -1%
Pacer Advisors
209
Pacer Advisors
Pennsylvania
$2.17K -$42 -2 -2%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$2.09K
ST
211
Smithfield Trust
Pennsylvania
$2K
PMFA
212
Plante Moran Financial Advisors
Michigan
$1.88K
FHA
213
First Horizon Advisors
Tennessee
$1.86K
PWMG
214
Private Wealth Management Group
New Jersey
$1.86K
KFI
215
Key Financial Inc
Pennsylvania
$1.78K
BAM
216
Byrne Asset Management
New Jersey
$1.75K
PWMG
217
Prestige Wealth Management Group
New Jersey
$1.73K
RIL
218
Rothschild Investment LLC
Illinois
$1.59K +$1.06K +51 +510%
SAM
219
Storebrand Asset Management
Norway
$1.52K
AF
220
Allworth Financial
California
$1.41K -$21 -1 -2%
PA
221
Parallel Advisors
California
$1.39K +$562 +27 +104%
HNB
222
Huntington National Bank
Ohio
$1.31K +$416 +20 +67%
PTC
223
Private Trust Company
Ohio
$1.12K
TAM
224
Tucker Asset Management
Colorado
$968
PI
225
PEAK6 Investments
Illinois
$968 +$770 +37 New