Xos
32 hedge funds and large institutions have $1.2M invested in Xos in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
19% more funds holding
Funds holding: 27 → 32 (+5)
0.23% more ownership
Funds ownership: 1.98% → 2.21% (+0.23%)
23% less capital invested
Capital invested by funds: $1.55M → $1.2M (-$355K)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$92.2K |
| 2 |
BlackRock
New York
|
+$73.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$15.4K |
| 4 |
Morgan Stanley
New York
|
+$927 |
| 5 |
OP
ORG Partners
Roanoke,
Indiana
|
+$413 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.97K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.81K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.04K |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$475 |
| 5 |
OPTFSNA
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
-$184 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
26
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $35 | +$39 | +5 | New |
|
|
PFBT
27
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $14 | -$8 | -1 | -33% |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $14 | – | – | – |
|
|
CMA
29
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $7 | – | – | – |
|
|
TAM
30
Tucker Asset Management
Littleton,
Colorado
| $7 | – | – | – |
|
|
PCMC
31
Planning Capital Management Corporation
Paoli,
Pennsylvania
| $7 | +$8 | +1 | New |
|
|
OPTFSNA
32
Old Point Trust & Financial Services N A
Newport News,
Virginia
| – | -$184 | -18 | Closed |
|
|
LFG
33
Larson Financial Group
St Louis,
Missouri
| – | -$164 | -16 | Closed |
|
34
AssetMark Inc
Concord,
California
| – | -$10 | -1 | Closed |
|
|
SFCL
35
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | +$31 | +4 | New |
|
XOS Hedge Fund Activity: Q2 2024 in Review
32 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Xos (XOS) for Q2 2024, worth a combined $1.2M — down 23% from $1.55M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XOS positions and 3 closed out — a net gain of 5 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $92.2K. The largest seller was Vanguard Group, cutting an estimated $7.97K.
- 32 institutional investors held Xos (XOS) as of Q2 2024, up from 27 in Q1 2024.
- Funds reported $1.2M of Xos stock for Q2 2024, down 23% quarter-over-quarter.
- 8 funds opened new Xos positions in Q2 2024 and 3 closed out, a net change of +5 holders.
- The largest Xos buyer in Q2 2024 was Geode Capital Management, an estimated $92.2K added.
- The largest Xos seller in Q2 2024 was Vanguard Group, an estimated $7.97K sold.
Based on aggregated 13F filings for Q2 2024.