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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: 4015 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$531K -$35 -4 -0%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$164K -$70 -8 -0%
CFG
3
CKW Financial Group
Hawaii
$40K -$9 -1 -0%
BlackRock
4
BlackRock
New York
$32.1K -$18 -2 -0%
UBS Group
5
UBS Group
Switzerland
$19.1K +$21K +2,397 New
Bank of America
6
Bank of America
North Carolina
$8.1K
TRCT
7
Tower Research Capital (TRC)
New York
$5.83K +$2.37K +270 +59%
Morgan Stanley
8
Morgan Stanley
New York
$3.48K -$2.27K -259 -37%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3K +$3.43K +391 +439%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.99K -$9 -1 -0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.44K
BFEC
12
Benjamin F. Edwards & Company
Missouri
$1K
Wells Fargo
13
Wells Fargo
California
$144 +$18 +2 +13%
LFG
14
Larson Financial Group
Missouri
$128 -$9 -1 -6%
JP Morgan Chase
15
JP Morgan Chase
New York
$16
Millennium Management
16
Millennium Management
New York
-$181K -17,596 Closed
State Street
17
State Street
Massachusetts
-$62.5K -6,057 Closed
CWM
18
Cahaba Wealth Management
Georgia
-$55.4K -5,371 Closed
DT
19
Diversified Trust
Tennessee
-$39.6K -3,836 Closed
Northern Trust
20
Northern Trust
Illinois
-$36.1K -3,504 Closed
CAM
21
Cresset Asset Management
Illinois
-$25.8K -2,500 Closed
SC
22
Shay Capital
New York
-$25.4K -2,467 Closed
Jane Street
23
Jane Street
New York
-$14.8K -1,430 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$13.7K -1,330 Closed
WS
25
Wedbush Securities
California
-$13K -1,260 Closed

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.