We are live on ! Find out more

49 hedge funds and large institutions have $1.5M invested in Xos in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more funds holding

Funds holding: 4849 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0.07% less ownership

Funds ownership: 0.21%0.13% (-0.07%)

71% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 17

72% less capital invested

Capital invested by funds: $5.44M → $1.5M (-$3.94M)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
5
Reduced
17
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$4.38K +$4.53K +337 +101%
IWC
27
Integrated Wealth Concepts
Massachusetts
$4.35K +$8.97K +667 New
C
28
Certuity
Florida
$3.01K
Creative Planning
29
Creative Planning
Kansas
$2.72K
TRCT
30
Tower Research Capital (TRC)
New York
$2.44K -$5.79K -430 -54%
KPWS
31
Kestra Private Wealth Services
Texas
$2.18K +$4.48K +333 New
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$1.64K -$28.7K -2,133 -89%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.64K
JP Morgan Chase
34
JP Morgan Chase
New York
$1.34K -$17.1K -1,271 -86%
Group One Trading
35
Group One Trading
Illinois
$1.31K -$108 -8 -4%
CSS
36
Cubist Systematic Strategies
Connecticut
$1.31K +$2.7K +201 New
PMEF
37
Point72 Middle East FZE
United Arab Emirates
$1.22K +$2.52K +187 New
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1K
Deutsche Bank
39
Deutsche Bank
Germany
$945 -$12.9K -956 -87%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$109 -$20.2K -1,503 -99%
LFG
41
Larson Financial Group
Missouri
$109
Wells Fargo
42
Wells Fargo
California
$96 -$6.49K -482 -97%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$81 -$2.57K -191 -94%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$9 +$13 +1 New
Osaic Holdings
45
Osaic Holdings
Arizona
$7 -$1.57K -117 -99%
Citigroup
46
Citigroup
New York
$6 +$13 +1 New
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
-$907K -57,574 Closed
Charles Schwab
48
Charles Schwab
California
-$74.7K -4,741 Closed
UBS Group
49
UBS Group
Switzerland
-$45.5K -2,887 Closed
N
50
Nuveen
North Carolina
-$41K -2,579 Closed

XOS Hedge Fund Activity: Q2 2023 in Review

49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xos (XOS) for Q2 2023, worth a combined $1.5M — down 72% from $5.44M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XOS positions and 15 closed out — a net gain of 1 holder — while 5 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $289K. The largest seller was BlackRock, cutting an estimated $994K.

  • 49 institutional investors held Xos (XOS) as of Q2 2023, up from 48 in Q1 2023.
  • Funds reported $1.5M of Xos stock for Q2 2023, down 72% quarter-over-quarter.
  • 16 funds opened new Xos positions in Q2 2023 and 15 closed out, a net change of +1 holder.
  • The largest Xos buyer in Q2 2023 was Millennium Management, an estimated $289K added.
  • The largest Xos seller in Q2 2023 was BlackRock, an estimated $994K sold.

Based on aggregated 13F filings for Q2 2023.