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XPO
XPO

Overview Fund Activity

380 hedge funds and large institutions have $3.35B invested in XPO in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-30
Holders Change %
-7.32%
% of All Funds
6.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
47
Increased
113
Reduced
145
Closed
73
Calls
$57.2M
Puts
$53M
Net Calls
+$4.21M
Net Calls Change
+$18M

Top Buyers

1
CM
1
Cercano Management
Washington
$81.1M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$34.8M
3
FCM
3
Frontier Capital Management
Massachusetts
$98.2M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$135M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$180M

Top Sellers

1
ACM
1
Anomaly Capital Management
New York
$0
2
BlackRock
2
BlackRock
New York
$313M
3
ECP
3
Empyrean Capital Partners
California
$0
4
UBS Group
4
UBS Group
Switzerland
$5.38M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
226
Handelsbanken Fonder
Sweden
$303K – – –
JCM
227
Janney Capital Management
Pennsylvania
$303K +$35.8K +1,122 +13%
VFA
228
Values First Advisors
Tennessee
$295K +$295K +9,236 New
SPWM
229
Straight Path Wealth Management
Michigan
$292K – – –
HSBC Holdings
230
HSBC Holdings
United Kingdom
$292K -$1.34M -41,848 -82%
MC
231
Middleton & Co
Massachusetts
$289K – – –
CGH
232
Crossmark Global Holdings
Texas
$277K -$319 -10 -0.1%
KI
233
Kula Investments
Illinois
$272K +$272K +8,514 New
MAM
234
Mystic Asset Management
Rhode Island
$270K -$2.39K -75 -0.9%
First Eagle Investment Management
235
First Eagle Investment Management
New York
$264K +$244K +7,642 +1,203%
FRM
236
Fox Run Management
Connecticut
$261K +$261K +8,192 New
DFCM
237
Dark Forest Capital Management
Puerto Rico
$260K +$260K +8,156 New
V
238
Veritable
Delaware
$255K +$3.51K +110 +1%
AWS
239
Atria Wealth Solutions
New York
$255K – – –
MSRPS
240
Maryland State Retirement & Pension System
Maryland
$251K – – –
AWM
241
AE Wealth Management
Kansas
$251K +$251K +7,858 New
EGA
242
E&G Advisors
Texas
$249K – – –
FLPIM
243
F.L. Putnam Investment Management
Massachusetts
$244K -$255 -8 -0.1%
ProShare Advisors
244
ProShare Advisors
Maryland
$239K -$574 -18 -0.2%
BAM
245
Belpointe Asset Management
Nevada
$234K +$28.6K +895 +14%
CAN
246
Cetera Advisor Networks
California
$222K +$351 +11 +0.2%
KWM
247
Kingsview Wealth Management
Oregon
$213K -$76.9K -2,410 -27%
William Blair & Company
248
William Blair & Company
Illinois
$211K +$11.9K +374 +6%
Brown Advisory
249
Brown Advisory
Maryland
$205K -$4.34K -136 -2%
Corient Private Wealth
250
Corient Private Wealth
Florida
$203K +$203K +6,366 New
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