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XPO
XPO

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: 6 → 11 (+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: 383 → 415 (+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

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$147M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.7M
3
Ameriprise
Ameriprise
Minnesota
+$89.2M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$58M
5
Citadel Advisors
Citadel Advisors
Florida
+$55.7M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$86.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$36.4M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$33.7M
4
CCM
Channing Capital Management
Illinois
-$32.9M
5
Norges Bank
Norges Bank
Norway
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
251
ProShare Advisors
Maryland
$442K +$543 +12 +0.2%
Brown Advisory
252
Brown Advisory
Maryland
$436K +$43.6K +964 +15%
Prudential Financial
253
Prudential Financial
New Jersey
$405K -$3.35M -74,090 -90%
TWM
254
TriaGen Wealth Management
California
$399K +$306K +6,766 New
Corient Private Wealth
255
Corient Private Wealth
Florida
$388K +$9.83K +217 +3%
Truist Financial
256
Truist Financial
North Carolina
$382K -$139K -3,077 -32%
KWM
257
Kingsview Wealth Management
Oregon
$376K -$13.6K -300 -5%
William Blair & Company
258
William Blair & Company
Illinois
$373K -$13.6K -300 -5%
HighTower Advisors
259
HighTower Advisors
Illinois
$369K +$279K +6,162 New
URS
260
Utah Retirement Systems
Utah
$365K +$280K +6,193 New
CAN
261
Cetera Advisor Networks
California
$363K -$36.5K -807 -12%
TF
262
TIAA FSB
Florida
$357K +$274K +6,047 New
JC
263
JBF Capital
Colorado
$354K – – –
ARC
264
Advisor Resource Council
Texas
$354K +$272K +6,000 New
AWS
265
Atria Wealth Solutions
New York
$336K -$104K -2,300 -29%
WB
266
Webster Bank
Connecticut
$328K – – –
BI
267
Ballast Inc
Kentucky
$322K +$247K +5,464 New
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$315K -$36.3K -802 -13%
M&T Bank
269
M&T Bank
New York
$312K +$240K +5,304 New
SCM
270
Shelton Capital Management
Colorado
$308K +$237K +5,224 New
WKWM
271
Walter & Keenan Wealth Management
Indiana
$303K +$233K +5,137 New
NHC
272
Nicholas Hoffman & Company
Georgia
$299K +$230K +5,072 New
JCM
273
Jag Capital Management
Missouri
$298K +$229K +5,054 New
NAM
274
NorthCrest Asset Manangement
Minnesota
$291K +$223K +4,930 New
PCM
275
Penserra Capital Management
California
$289K +$222K +4,904 New
9 10
11
12 13

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.