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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
Corient Private Wealth
251
Corient Private Wealth
Florida
$203K +$229K +6,366 New
CAM
252
Cresset Asset Management
Illinois
$202K +$228K +6,323 New
SPA
253
Sherbrooke Park Advisers
New York
$201K -$421K -11,700 -65%
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$196K +$10.6K +294 +5%
JC
255
JBF Capital
Colorado
$191K
WB
256
Webster Bank
Connecticut
$177K
TWI
257
Thomas White International
Illinois
$163K -$2.34K -65 -1%
Pacer Advisors
258
Pacer Advisors
Pennsylvania
$155K -$849K -23,573 -83%
QPBE
259
Quintet Private Bank (Europe)
Luxembourg
$150K +$174K +4,827 New
MFG
260
Mendota Financial Group
Wisconsin
$146K -$31.3K -868 -30%
First Manhattan
261
First Manhattan
New York
$144K -$17.7K -491 -10%
GCM
262
Gables Capital Management
Florida
$136K
Nisa Investment Advisors
263
Nisa Investment Advisors
Missouri
$98K
LSA
264
Leonteq Securities AG
Switzerland
$92.4K -$108K -3,002 -51%
TCOV
265
Trust Company of Vermont
Vermont
$89.5K +$12K +333 +13%
ECM
266
Engine Capital Management
New York
$88K +$99K +2,750 New
HIIFS
267
Harel Insurance Investments & Financial Services
Israel
$83K -$4.47K -124 -5%
QCG
268
Quadrant Capital Group
Ohio
$71.6K +$13.5K +376 +20%
CG
269
Cutler Group
California
$69K -$160K -4,449 -67%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$63.6K -$364K -10,115 -84%
IA
271
IFP Advisors
Florida
$59.1K -$11K -305 -36%
C
272
Covestor
United Kingdom
$56K +$40.2K +1,117 +173%
SAM
273
Shell Asset Management
Netherlands
$55K -$216 -6 -0.3%
ACM
274
Antonetti Capital Management
Florida
$53.6K -$180 -5 -0.3%
TFP
275
Tilia Fiduciary Partners
North Carolina
$52.3K -$26K -721 -31%

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.