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27 hedge funds and large institutions have $1.55M invested in Xos in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

91% more capital invested

Capital invested by funds: $812K → $1.55M (+$742K)

80% more funds holding

Funds holding: 1527 (+12)

0.25% more ownership

Funds ownership: 1.73%1.98% (+0.25%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $297K

Holders
27
Holders Change
+12
Holders Change %
+80%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
3
Closed
Calls
Puts
$297K
Net Calls
-$297K
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01M +$302K +32,220 +48%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$247K +$27.9K +2,974 +14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$149K +$132K +14,070 +2,931%
CFG
4
CKW Financial Group
Hawaii
$49K
BlackRock
5
BlackRock
New York
$39.4K -$1.68K -179 -4%
TRCT
6
Tower Research Capital (TRC)
New York
$17K +$8.71K +928 +127%
Bank of America
7
Bank of America
North Carolina
$11.1K +$638 +68 +7%
UBS Group
8
UBS Group
Switzerland
$10.9K -$12.5K -1,334 -56%
Morgan Stanley
9
Morgan Stanley
New York
$6.04K +$1.45K +154 +35%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.83K +$3.65K +389 +215%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$2.37K +$2.17K +231 New
BFEC
12
Benjamin F. Edwards & Company
Missouri
$1K
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$809 -$1.59K -170 -68%
Wells Fargo
14
Wells Fargo
California
$747 +$516 +55 +306%
RhumbLine Advisers
15
RhumbLine Advisers
Massachusetts
$654 +$601 +64 New
JP Morgan Chase
16
JP Morgan Chase
New York
$563 +$497 +53 +2,650%
BL
17
BFSG LLC
California
$226 +$206 +22 New
APC
18
Aspire Private Capital
North Carolina
$184 +$169 +18 New
OPTFSNA
19
Old Point Trust & Financial Services N A
Virginia
$184 +$169 +18 New
LFG
20
Larson Financial Group
Missouri
$164
WWP
21
WR Wealth Planners
Missouri
$154 +$141 +15 New
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$106 +$131 +14 New
PFBT
23
Parkside Financial Bank & Trust
Missouri
$30 +$28 +3 New
HI
24
Harbour Investments
Wisconsin
$21 +$19 +2 New
AssetMark Inc
25
AssetMark Inc
California
$10 +$9 +1 New

XOS Hedge Fund Activity: Q1 2024 in Review

27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xos (XOS) for Q1 2024, worth a combined $1.55M — up 91% from $812K a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XOS positions and 0 closed out — a net gain of 12 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, adding an estimated $302K. The largest seller was UBS Group, cutting an estimated $12.5K.

  • 27 institutional investors held Xos (XOS) as of Q1 2024, up from 15 in Q4 2023.
  • Funds reported $1.55M of Xos stock for Q1 2024, up 91% quarter-over-quarter.
  • 12 funds opened new Xos positions in Q1 2024 and 0 closed out, a net change of +12 holders.
  • The largest Xos buyer in Q1 2024 was Vanguard Group, an estimated $302K added.
  • The largest Xos seller in Q1 2024 was UBS Group, an estimated $12.5K sold.

Based on aggregated 13F filings for Q1 2024.