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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
BlackRock
1
BlackRock
New York
$313M +$92.2M +4,804,495 +43%
OAG
2
Orbis Allan Gray
Bermuda
$300M -$88.1K -4,591 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$263M +$38.9M +2,029,205 +18%
MP
4
MFN Partners
Massachusetts
$249M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$205M +$60M +3,126,254 +43%
State Street
6
State Street
Massachusetts
$76.6M +$7.62M +397,256 +11%
Swedbank
7
Swedbank
Sweden
$47.6M +$41.7M +2,173,000 +869%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$40.5M +$10.2M +532,311 +35%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$40.1M +$31.7M +1,649,764 +422%
HRCM
10
Hood River Capital Management
Florida
$37.6M +$21.9M +1,139,321 +147%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$36.5M -$32.1M -1,671,247 -47%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$31.5M +$1.94M +100,859 +7%
Charles Schwab
13
Charles Schwab
California
$24.5M +$10.2M +529,926 +74%
FAM
14
Fred Alger Management
New York
$21.8M +$20.7M +1,076,869 +3,073%
Norges Bank
15
Norges Bank
Norway
$19.9M +$754K +39,266 +4%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$19.2M +$18.6M +969,948 +12,974%
Morgan Stanley
17
Morgan Stanley
New York
$19M +$2.04M +106,159 +12%
AQR Capital Management
18
AQR Capital Management
Connecticut
$18.5M +$7.71M +401,468 +74%
DLA
19
Douglas Lane & Associates
New York
$18.4M +$2.01M +104,913 +13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$17.3M -$929K -48,400 -5%
Primecap Management
21
Primecap Management
California
$13.9M -$1.96M -102,289 -13%
Principal Financial Group
22
Principal Financial Group
Iowa
$13.8M +$4.82M +251,151 +56%
Invesco
23
Invesco
Georgia
$13.2M +$895K +46,632 +7%
N
24
Nuveen
North Carolina
$12.7M +$1.43M +74,336 +13%
Northern Trust
25
Northern Trust
Illinois
$12.3M -$3.8M -198,000 -24%