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507 hedge funds and large institutions have $11.9B invested in XPO in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 176 increasing their positions, 167 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $245M | Put options by funds: $221M

5% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 167

0.29% more ownership

Funds ownership: 96.29%96.57% (+0.29%)

4% less funds holding

Funds holding: 526507 (-19)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.71B)

15% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 75

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
507
Holders Change
-19
Holders Change %
-3.61%
% of All Funds
7.32%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
64
Increased
176
Reduced
167
Closed
75
Calls
$245M
Puts
$221M
Net Calls
+$23.8M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$1M -$679K -6,060 -39%
SAM
227
Securian Asset Management
Minnesota
$985K -$27K -241 -3%
TD Asset Management
228
TD Asset Management
Ontario, Canada
$984K +$1.04M +9,268 New
MSRPS
229
Maryland State Retirement & Pension System
Maryland
$956K
EA
230
Emerald Advisers
Pennsylvania
$949K -$86.3K -770 -8%
ATPW
231
Ashton Thomas Private Wealth
Arizona
$940K -$5.61K -50 -0.6%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$939K +$210K +1,877 +43%
TFS
233
Thoroughbred Financial Services
Tennessee
$914K +$19.6K +175 +2%
MC
234
Middleton & Co
Massachusetts
$905K
FPGT
235
Financial Partners Group (Tennessee)
Tennessee
$901K -$70.6K -630 -7%
Calamos Advisors
236
Calamos Advisors
Illinois
$896K -$1.65M -14,685 -63%
MAM
237
Mystic Asset Management
Rhode Island
$870K -$61.7K -550 -6%
HighTower Advisors
238
HighTower Advisors
Illinois
$827K +$52.7K +470 +6%
DTL
239
Dynamic Technology Lab
Singapore
$818K -$721K -6,431 -46%
EI
240
Ethic Inc
New York
$812K -$26.2K -234 -3%
FHA
241
Flagship Harbor Advisors
Massachusetts
$811K
Allspring Global Investments
242
Allspring Global Investments
North Carolina
$805K +$205K +1,831 +32%
RMC
243
Resources Management Corp
Connecticut
$805K +$16.3K +145 +2%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$805K -$150K -1,335 -15%
CGH
245
Crossmark Global Holdings
Texas
$798K -$101K -902 -11%
EGA
246
E&G Advisors
Texas
$780K -$5.61K -50 -0.7%
FLPIM
247
F.L. Putnam Investment Management
Massachusetts
$762K -$62.2K -555 -7%
Wolverine Trading
248
Wolverine Trading
Illinois
$752K +$795K +7,088 New
TWM
249
TriaGen Wealth Management
California
$742K -$4.82K -43 -0.6%
First Eagle Investment Management
250
First Eagle Investment Management
New York
$733K -$190K -1,693 -20%