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48 hedge funds and large institutions have $5.44M invested in Xos in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

6% more capital invested

Capital invested by funds: $5.12M → $5.44M (+$320K)

0.02% less ownership

Funds ownership: 0.23%0.21% (-0.02%)

14% less funds holding

Funds holding: 5648 (-8)

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
48
Holders Change
-8
Holders Change %
-14.29%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
12
Closed
12
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.23M -$77.3K -3,290 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.2M +$8.72K +371 +0.5%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$907K -$535K -22,765 -28%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$541K +$6.53K +278 +0.8%
State Street
5
State Street
Massachusetts
$351K +$4K +170 +0.8%
Northern Trust
6
Northern Trust
Illinois
$268K +$72.5K +3,086 +22%
BCM
7
Bridgeway Capital Management
Texas
$97.1K -$70.5K -3,000 -33%
CWM
8
Cahaba Wealth Management
Georgia
$84.6K
CFG
9
CKW Financial Group
Hawaii
$79K
Charles Schwab
10
Charles Schwab
California
$74.7K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$70.6K
DT
12
Diversified Trust
Tennessee
$60.4K
UBS Group
13
UBS Group
Switzerland
$45.5K -$20.3K -864 -23%
N
14
Nuveen
North Carolina
$41K
RhumbLine Advisers
15
RhumbLine Advisers
Massachusetts
$38K +$400 +17 +0.7%
Bank of America
16
Bank of America
North Carolina
$27.9K -$15.8K -671 -28%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$25K +$37.2K +1,583 New
JP Morgan Chase
18
JP Morgan Chase
New York
$24K +$9.99K +425 +40%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$23.9K
Morgan Stanley
20
Morgan Stanley
New York
$21.7K +$10.9K +465 +51%
WS
21
Wedbush Securities
California
$20K +$29.6K +1,260 New
Deutsche Bank
22
Deutsche Bank
Germany
$17.3K +$6.89K +293 +36%
SG Americas Securities
23
SG Americas Securities
New York
$17K +$25.2K +1,071 New
Barclays
24
Barclays
United Kingdom
$15.2K +$10.9K +463 +92%
Goldman Sachs
25
Goldman Sachs
New York
$15.1K -$31.8K -1,354 -59%

XOS Hedge Fund Activity: Q1 2023 in Review

48 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xos (XOS) for Q1 2023, worth a combined $5.44M — up 6.3% from $5.12M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of XOS and 4 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 16 added.

The largest buyer was Northern Trust, adding an estimated $72.5K. The largest seller was Janus Henderson Group, cutting an estimated $535K.

  • 48 institutional investors held Xos (XOS) as of Q1 2023, down from 56 in Q4 2022.
  • Funds reported $5.44M of Xos stock for Q1 2023, up 6.3% quarter-over-quarter.
  • 4 funds opened new Xos positions in Q1 2023 and 12 closed out, a net change of -8 holders.
  • The largest Xos buyer in Q1 2023 was Northern Trust, an estimated $72.5K added.
  • The largest Xos seller in Q1 2023 was Janus Henderson Group, an estimated $535K sold.

Based on aggregated 13F filings for Q1 2023.