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Xos
XOS

15 hedge funds and large institutions have $812K invested in Xos in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.64% more ownership

Funds ownership: 0.09% → 1.73% (+1.6%)

48% less capital invested

Capital invested by funds: $1.56M → $812K (-$745K)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

63% less funds holding

Funds holding: 40 → 15 (-25)

96% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 26

Holders
15
Holders Change
-25
Holders Change %
-62.5%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
7
Closed
26
Calls
$2.66M
Puts
–
Net Calls
+$2.66M
Net Calls Change
+$2.66M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$21K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.43K
3
TRCT
Tower Research Capital (TRC)
New York
+$2.37K
4
Wells Fargo
Wells Fargo
California
+$18

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$181K
2
State Street
State Street
Massachusetts
-$62.5K
3
CWM
Cahaba Wealth Management
Georgia
-$55.4K
4
DT
Diversified Trust
Tennessee
-$39.6K
5
Northern Trust
Northern Trust
Illinois
-$36.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
– -$12K -1,167 Closed
Bank of New York Mellon
27
Bank of New York Mellon
New York
– -$9.78K -948 Closed
LPL Financial
28
LPL Financial
California
– -$8.18K -793 Closed
AWS
29
Atria Wealth Solutions
New York
– -$5.84K -567 Closed
Renaissance Technologies
30
Renaissance Technologies
New York
– -$5K -503 Closed
C
31
Certuity
Florida
– -$4.75K -460 Closed
Creative Planning
32
Creative Planning
Kansas
– -$3.96K -384 Closed
Fisher Asset Management
33
Fisher Asset Management
Washington
– -$3.51K -341 Closed
KPWS
34
Kestra Private Wealth Services
Texas
– -$3.44K -333 Closed
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
– -$2.79K -270 Closed
Group One Trading
36
Group One Trading
Illinois
– -$2.07K -201 Closed
Fidelity Investments
37
Fidelity Investments
Massachusetts
– -$567 -55 Closed
OP
38
ORG Partners
Indiana
– -$550 -53 Closed
Toronto Dominion Bank
39
Toronto Dominion Bank
Ontario, Canada
– -$129 -12 Closed
Citigroup
40
Citigroup
New York
– -$10 -1 Closed
1
2

XOS Hedge Fund Activity: Q4 2023 in Review

15 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xos (XOS) for Q4 2023, worth a combined $812K — down 48% from $1.56M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of XOS and 1 opened new positions — a net loss of 25 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was UBS Group, opening a new position worth an estimated $21K. The largest seller was Millennium Management, exiting entirely with an estimated $181K sold.

  • 15 institutional investors held Xos (XOS) as of Q4 2023, down from 40 in Q3 2023.
  • Funds reported $812K of Xos stock for Q4 2023, down 48% quarter-over-quarter.
  • 1 fund opened new Xos positions in Q4 2023 and 26 closed out, a net change of -25 holders.
  • The largest Xos buyer in Q4 2023 was UBS Group, an estimated $21K added.
  • The largest Xos seller in Q4 2023 was Millennium Management, an estimated $181K sold.

Based on aggregated 13F filings for Q4 2023.