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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 %
CAM
251
Cresset Asset Management
Illinois
$202K +$202K +6,323 New
SPA
252
Sherbrooke Park Advisers
New York
$201K -$373K -11,700 -65%
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$196K +$9.38K +294 +5%
JC
254
JBF Capital
Colorado
$191K – – –
WB
255
Webster Bank
Connecticut
$177K – – –
TWI
256
Thomas White International
Illinois
$163K -$2.07K -65 -1%
Pacer Advisors
257
Pacer Advisors
Pennsylvania
$155K -$752K -23,573 -83%
QPBE
258
Quintet Private Bank (Europe)
Luxembourg
$150K +$150K +4,827 New
MFG
259
Mendota Financial Group
Wisconsin
$146K -$63.2K -868 -30%
First Manhattan
260
First Manhattan
New York
$144K -$15.7K -491 -10%
GCM
261
Gables Capital Management
Florida
$136K – – –
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$98K – – –
TCOV
263
Trust Company of Vermont
Vermont
$89.5K +$10.6K +333 +13%
ECM
264
Engine Capital Management
New York
$88K +$88K +2,750 New
HIIFS
265
Harel Insurance Investments & Financial Services
Israel
$83K -$3.97K -124 -5%
QCG
266
Quadrant Capital Group
Ohio
$71.6K +$12K +376 +20%
CG
267
Cutler Group
California
$69K -$141K -4,449 -67%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$63.6K -$323K -10,115 -84%
IA
269
IFP Advisors
Florida
$59.1K -$32.5K -305 -36%
C
270
Covestor
United Kingdom
$56K +$35.5K +1,117 +173%
SAM
271
Shell Asset Management
Netherlands
$55K -$192 -6 -0.3%
ACM
272
Antonetti Capital Management
Florida
$53.6K -$159 -5 -0.3%
TFP
273
Tilia Fiduciary Partners
North Carolina
$52.3K -$23K -721 -31%
Bessemer Group
274
Bessemer Group
New Jersey
$48K +$475 +15 +1%
WT
275
Washington Trust
Rhode Island
$43K +$159 +5 +0.4%
9 10
11
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