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XPO
XPO

Overview Fund Activity

523 hedge funds and large institutions have $13.6B invested in XPO in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 135 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+58
Holders Change %
+12.47%
% of All Funds
7.58%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
108
Increased
135
Reduced
182
Closed
45
Calls
$419M
Puts
$455M
Net Calls
-$36.6M
Net Calls Change
-$52.5M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.25B
2
Invesco
2
Invesco
Georgia
$223M
3
Fidelity International
3
Fidelity International
Bermuda
$305M
4
SAM
4
Scopus Asset Management
New York
$98M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$273M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$547M
2
OAG
2
Orbis Allan Gray
Bermuda
$524M
3
Morgan Stanley
3
Morgan Stanley
New York
$152M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
226
Symmetry Partners
Connecticut
$1.22M +$60.7K +497 +5%
EA
227
Emerald Advisers
Pennsylvania
$1.19M -$448K -3,672 -27%
SIG
228
Sargent Investment Group
Maryland
$1.18M -$121K -992 -9%
Jacobs Levy Equity Management
229
Jacobs Levy Equity Management
New Jersey
$1.18M -$10.1M -82,758 -90%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$1.16M +$832K +6,822 +253%
SAM
231
Securian Asset Management
Minnesota
$1.16M -$24.8K -203 -2%
SDIC
232
South Dakota Investment Council
South Dakota
$1.16M -$354K -2,900 -23%
Deutsche Bank
233
Deutsche Bank
Germany
$1.12M +$47.3K +388 +4%
FPGT
234
Financial Partners Group (Tennessee)
Tennessee
$1.11M -$39.5K -324 -3%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$1.09M +$230K +1,888 +27%
ATPW
236
Ashton Thomas Private Wealth
Arizona
$1.09M -$27.3K -224 -2%
NA
237
NewEdge Advisors
Louisiana
$1.09M +$191K +1,563 +21%
Mitsubishi UFJ Trust & Banking
238
Mitsubishi UFJ Trust & Banking
Japan
$1.08M -$743K -6,095 -41%
HFM
239
Harvest Fund Management
China
$1.08M +$627K +5,143 +139%
Brown Advisory
240
Brown Advisory
Maryland
$1.08M -$789K -6,463 -42%
MAM
241
Mystic Asset Management
Rhode Island
$1.07M +$18.3K +150 +2%
First Eagle Investment Management
242
First Eagle Investment Management
New York
$1.05M +$36.6K +300 +4%
MSRPS
243
Maryland State Retirement & Pension System
Maryland
$1.05M – – –
MC
244
Middleton & Co
Massachusetts
$1.04M -$20.1K -165 -2%
TFS
245
Thoroughbred Financial Services
Tennessee
$1.03M +$26.2K +215 +3%
CGH
246
Crossmark Global Holdings
Texas
$1.03M -$84K -689 -8%
KJHP
247
K.J. Harrison & Partners
Ontario, Canada
$982K +$128K +1,051 +15%
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$982K +$343K +2,811 +54%
EI
249
Ethic Inc
New York
$962K -$222K -1,820 -19%
TI
250
Tidal Investments
Wisconsin
$962K -$474K -3,882 -33%
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