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415 hedge funds and large institutions have $6.88B invested in XPO in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 96 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more capital invested

Capital invested by funds: $3.35B → $6.88B (+$3.53B)

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

56% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 59

9.91% more ownership

Funds ownership: 90.85%100.76% (+9.9%)

8% more funds holding

Funds holding: 383415 (+32)

14% less call options, than puts

Call options by funds: $179M | Put options by funds: $209M

35% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 148

Holders
415
Holders Change
+32
Holders Change %
+8.36%
% of All Funds
6.52%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
92
Increased
96
Reduced
148
Closed
59
Calls
$179M
Puts
$209M
Net Calls
-$30.2M
Net Calls Change
-$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
226
Coronation Fund Managers
South Africa
$623K +$478K +10,553 New
PA
227
Pinnacle Associates
New York
$613K -$49.8K -1,100 -10%
D.E. Shaw & Co
228
D.E. Shaw & Co
New York
$609K -$2.01M -44,330 -81%
SAM
229
Securian Asset Management
Minnesota
$608K -$4.53K -100 -1%
Deutsche Bank
230
Deutsche Bank
Germany
$592K -$44.5K -983 -9%
EI
231
Ethic Inc
New York
$576K -$264K -5,824 -37%
IPW
232
Impact Partnership Wealth
Georgia
$573K +$440K +9,708 New
Mariner
233
Mariner
Kansas
$572K -$138K -3,058 -24%
ATPW
234
Ashton Thomas Private Wealth
Arizona
$562K -$41.6K -918 -9%
JCM
235
Janney Capital Management
Pennsylvania
$557K -$2.35K -52 -0.5%
SPWM
236
Straight Path Wealth Management
Michigan
$536K -$3.89K -86 -0.9%
MC
237
Middleton & Co
Massachusetts
$535K
MSRPS
238
Maryland State Retirement & Pension System
Maryland
$531K +$50.9K +1,124 +14%
RMC
239
Resources Management Corp
Connecticut
$517K +$140K +3,094 +55%
MAM
240
Morse Asset Management
Connecticut
$516K -$57.7K -1,275 -13%
BHCM
241
Boulder Hill Capital Management
New York
$502K +$385K +8,500 New
MAM
242
Mystic Asset Management
Rhode Island
$487K -$9.06K -200 -2%
First Eagle Investment Management
243
First Eagle Investment Management
New York
$477K -$9.06K -200 -2%
NIP
244
Nicholas Investment Partners
California
$476K +$365K +8,066 New
V
245
Veritable
Delaware
$474K +$1.45K +32 +0.4%
CG
246
Cutler Group
California
$459K +$254K +5,606 +257%
FHA
247
Flagship Harbor Advisors
Massachusetts
$454K -$90.6K -2,000 -21%
FLPIM
248
F.L. Putnam Investment Management
Massachusetts
$450K -$408 -9 -0.1%
EGA
249
E&G Advisors
Texas
$443K -$13.6K -300 -4%
BCM
250
Bayesian Capital Management
New York
$443K +$340K +7,500 New

XPO Hedge Fund Activity: Q2 2023 in Review

415 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2023, worth a combined $6.88B — up 106% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XPO positions and 59 closed out — a net gain of 33 holders — while 96 added to existing stakes and 148 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $147M. The largest seller was Orbis Allan Gray, cutting an estimated $86.5M.

  • 415 institutional investors held XPO (XPO) as of Q2 2023, up from 383 in Q1 2023.
  • Funds reported $6.88B of XPO stock for Q2 2023, up 106% quarter-over-quarter.
  • 92 funds opened new XPO positions in Q2 2023 and 59 closed out, a net change of +33 holders.
  • The largest XPO buyer in Q2 2023 was Capital Research Global Investors, an estimated $147M added.
  • The largest XPO seller in Q2 2023 was Orbis Allan Gray, an estimated $86.5M sold.

Based on aggregated 13F filings for Q2 2023.