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383 hedge funds and large institutions have $3.35B invested in XPO in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 113 increasing their positions, 146 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $53M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.94% less ownership

Funds ownership: 93.79%90.85% (-2.9%)

6% less capital invested

Capital invested by funds: $3.55B → $3.35B (-$198M)

7% less funds holding

Funds holding: 412383 (-29)

23% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 146

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

Holders
383
Holders Change
-29
Holders Change %
-7.04%
% of All Funds
6.1%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
113
Reduced
146
Closed
74
Calls
$57.2M
Puts
$53M
Net Calls
+$4.21M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
226
Two Sigma Advisers
New York
$303K -$158K -4,400 -32%
Handelsbanken Fonder
227
Handelsbanken Fonder
Sweden
$303K
JCM
228
Janney Capital Management
Pennsylvania
$303K +$40.4K +1,122 +13%
VFA
229
Values First Advisors
Tennessee
$295K +$333K +9,236 New
SPWM
230
Straight Path Wealth Management
Michigan
$292K
HSBC Holdings
231
HSBC Holdings
United Kingdom
$292K -$1.51M -41,848 -82%
MC
232
Middleton & Co
Massachusetts
$289K
CGH
233
Crossmark Global Holdings
Texas
$277K -$360 -10 -0.1%
KI
234
Kula Investments
Illinois
$272K +$307K +8,514 New
MAM
235
Mystic Asset Management
Rhode Island
$270K -$2.7K -75 -0.9%
First Eagle Investment Management
236
First Eagle Investment Management
New York
$264K +$275K +7,642 +1,203%
FRM
237
Fox Run Management
Connecticut
$261K +$295K +8,192 New
DFCM
238
Dark Forest Capital Management
Puerto Rico
$260K +$294K +8,156 New
V
239
Veritable
Delaware
$255K +$3.96K +110 +1%
AWS
240
Atria Wealth Solutions
New York
$255K
MSRPS
241
Maryland State Retirement & Pension System
Maryland
$251K
AWM
242
AE Wealth Management
Kansas
$251K +$283K +7,858 New
EGA
243
E&G Advisors
Texas
$249K
FLPIM
244
F.L. Putnam Investment Management
Massachusetts
$244K -$288 -8 -0.1%
ProShare Advisors
245
ProShare Advisors
Maryland
$239K -$648 -18 -0.2%
BAM
246
Belpointe Asset Management
Nevada
$234K +$32.2K +895 +14%
CAN
247
Cetera Advisor Networks
California
$222K +$396 +11 +0.2%
KWM
248
Kingsview Wealth Management
Oregon
$213K -$86.8K -2,410 -27%
William Blair & Company
249
William Blair & Company
Illinois
$211K +$13.5K +374 +6%
Brown Advisory
250
Brown Advisory
Maryland
$205K -$4.9K -136 -2%

XPO Hedge Fund Activity: Q1 2023 in Review

383 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2023, worth a combined $3.35B — down 5.6% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of XPO and 49 opened new positions — a net loss of 25 holders — while 146 trimmed existing stakes and 113 added.

The largest buyer was Cercano Management, adding an estimated $69.1M. The largest seller was Anomaly Capital Management, exiting entirely with an estimated $96.9M sold.

  • 383 institutional investors held XPO (XPO) as of Q1 2023, down from 412 in Q4 2022.
  • Funds reported $3.35B of XPO stock for Q1 2023, down 5.6% quarter-over-quarter.
  • 49 funds opened new XPO positions in Q1 2023 and 74 closed out, a net change of -25 holders.
  • The largest XPO buyer in Q1 2023 was Cercano Management, an estimated $69.1M added.
  • The largest XPO seller in Q1 2023 was Anomaly Capital Management, an estimated $96.9M sold.

Based on aggregated 13F filings for Q1 2023.