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30 hedge funds and large institutions have $1.03M invested in Xos in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0.63% more ownership

Funds ownership: 2.21%2.84% (+0.63%)

6% less funds holding

Funds holding: 3230 (-2)

14% less capital invested

Capital invested by funds: $1.2M → $1.03M (-$166K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$542K +$118K +21,439 +22%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$184K +$24.9K +4,510 +13%
UBS Group
3
UBS Group
Switzerland
$128K +$138K +24,994 +823%
BlackRock
4
BlackRock
New York
$72.4K +$14.3K +2,592 +19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$66K -$348 -63 -0.4%
CFG
6
CKW Financial Group
Hawaii
$22K
TRCT
7
Tower Research Capital (TRC)
New York
$5.3K +$690 +125 +12%
Bank of America
8
Bank of America
North Carolina
$5.18K +$403 +73 +7%
Morgan Stanley
9
Morgan Stanley
New York
$2.62K -$734 -133 -19%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.96K -$22 -4 -0.9%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$774
APC
12
Aspire Private Capital
North Carolina
$696 +$745 +135 +750%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$359
Wells Fargo
14
Wells Fargo
California
$355 -$155 -28 -26%
RhumbLine Advisers
15
RhumbLine Advisers
Massachusetts
$286
OP
16
ORG Partners
Indiana
$241
BL
17
BFSG LLC
California
$101
Fidelity Investments
18
Fidelity Investments
Massachusetts
$82 +$6 +1 +6%
WWP
19
WR Wealth Planners
Missouri
$64 -$6 -1 -7%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$64
DWM
21
Darwin Wealth Management
Florida
$46 +$55 +10 New
JP Morgan Chase
22
JP Morgan Chase
New York
$32 -$271 -49 -88%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$31
SFCL
24
Strengthening Families & Communities LLC
Massachusetts
$18
IAIM
25
International Assets Investment Management
Florida
$15 +$293 +53 +353%

XOS Hedge Fund Activity: Q3 2024 in Review

30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xos (XOS) for Q3 2024, worth a combined $1.03M — down 14% from $1.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of XOS and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.

The largest buyer was UBS Group, adding an estimated $138K. The largest seller was Morgan Stanley, cutting an estimated $734.

  • 30 institutional investors held Xos (XOS) as of Q3 2024, down from 32 in Q2 2024.
  • Funds reported $1.03M of Xos stock for Q3 2024, down 14% quarter-over-quarter.
  • 1 fund opened new Xos positions in Q3 2024 and 2 closed out, a net change of -1 holder.
  • The largest Xos buyer in Q3 2024 was UBS Group, an estimated $138K added.
  • The largest Xos seller in Q3 2024 was Morgan Stanley, an estimated $734 sold.

Based on aggregated 13F filings for Q3 2024.