XPO icon

XPO
XPO

Overview Fund Activity

413 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, 147 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+33
Holders Change %
+8.68%
% of All Funds
6.51%
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
147
Closed
58
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
+$192M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
3
Ameriprise
Ameriprise
Minnesota
+$116M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$75.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$72.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$113M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$47.5M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$43.6M
4
CCM
Channing Capital Management
Illinois
-$42.8M
5
Norges Bank
Norges Bank
Norway
-$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
251
ProShare Advisors
Maryland
$442K +$708 +12 +0.2%
Brown Advisory
252
Brown Advisory
Maryland
$436K +$56.9K +964 +15%
Prudential Financial
253
Prudential Financial
New Jersey
$405K -$3.57M -74,090 -90%
TWM
254
TriaGen Wealth Management
California
$399K +$399K +6,766 New
Corient Private Wealth
255
Corient Private Wealth
Florida
$388K +$12.8K +217 +3%
Truist Financial
256
Truist Financial
North Carolina
$382K -$182K -3,077 -32%
KWM
257
Kingsview Wealth Management
Oregon
$376K -$17.7K -300 -5%
William Blair & Company
258
William Blair & Company
Illinois
$373K -$17.7K -300 -5%
HighTower Advisors
259
HighTower Advisors
Illinois
$369K +$369K +6,162 New
URS
260
Utah Retirement Systems
Utah
$365K +$365K +6,193 New
CAN
261
Cetera Advisor Networks
California
$363K -$47.6K -807 -12%
TF
262
TIAA FSB
Florida
$357K +$357K +6,047 New
JC
263
JBF Capital
Colorado
$354K – – –
ARC
264
Advisor Resource Council
Texas
$354K +$354K +6,000 New
AWS
265
Atria Wealth Solutions
New York
$336K -$136K -2,300 -29%
WB
266
Webster Bank
Connecticut
$328K – – –
BI
267
Ballast Inc
Kentucky
$322K +$322K +5,464 New
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$315K -$47.3K -802 -13%
M&T Bank
269
M&T Bank
New York
$312K +$312K +5,304 New
SCM
270
Shelton Capital Management
Colorado
$308K +$308K +5,224 New
WKWM
271
Walter & Keenan Wealth Management
Indiana
$303K +$303K +5,137 New
NHC
272
Nicholas Hoffman & Company
Georgia
$299K +$299K +5,072 New
JCM
273
Jag Capital Management
Missouri
$298K +$298K +5,054 New
NAM
274
NorthCrest Asset Manangement
Minnesota
$291K +$291K +4,930 New
PCM
275
Penserra Capital Management
California
$289K +$289K +4,904 New
9 10
11
12 13