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XPO
XPO

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in XPO in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+43
Holders Change %
+10.19%
% of All Funds
6.82%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
87
Increased
130
Reduced
158
Closed
39
Calls
$271M
Puts
$255M
Net Calls
+$15.9M
Net Calls Change
-$24.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$814M
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
Norges Bank
Norges Bank
Norway
$79.6M
4
Capital World Investors
Capital World Investors
California
$381M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
Millennium Management
Millennium Management
New York
$67.9M
2
EC
Eminence Capital
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$56.4M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$223M
5
FCM
Frontier Capital Management
Massachusetts
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
251
Epoch Investment Partners
New York
$625K +$16K +183 +3%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$616K +$96.3K +1,100 +19%
TCM
253
Teza Capital Management
Illinois
$615K +$615K +7,017 New
KJHP
254
K.J. Harrison & Partners
Ontario, Canada
$613K -$613K -7,000 -50%
ProShare Advisors
255
ProShare Advisors
Maryland
$602K -$9.9K -113 -2%
TWM
256
TriaGen Wealth Management
California
$596K +$2.72K +31 +0.5%
Truist Financial
257
Truist Financial
North Carolina
$588K +$21.3K +243 +4%
PA
258
Pinnacle Associates
New York
$568K -$157K -1,795 -22%
EGM
259
Engineers Gate Manager
New York
$563K +$563K +6,431 New
LPP
260
Life Planning Partners
Florida
$563K +$563K +6,430 New
SPWM
261
Straight Path Wealth Management
Michigan
$561K -$235K -2,680 -30%
URS
262
Utah Retirement Systems
Utah
$551K +$8.76K +100 +2%
William Blair & Company
263
William Blair & Company
Illinois
$542K -$9.46K -108 -2%
KWM
264
Kingsview Wealth Management
Oregon
$534K – – –
JCM
265
Janney Capital Management
Pennsylvania
$528K -$322K -3,680 -38%
JC
266
JBF Capital
Colorado
$526K – – –
KI
267
Kapitalo Investimentos
Brazil
$523K +$292K +3,334 +127%
VF
268
Virtu Financial
New York
$521K +$521K +5,953 New
Group One Trading
269
Group One Trading
Illinois
$503K -$109K -1,240 -18%
SM
270
Sciencast Management
New Jersey
$503K +$503K +5,739 New
TSW
271
Three Seasons Wealth
Utah
$502K +$502K +5,731 New
AT
272
American Trust
Kentucky
$502K -$156K -1,780 -24%
WB
273
Webster Bank
Connecticut
$487K – – –
BHCM
274
Brevan Howard Capital Management
Jersey
$468K +$468K +5,345 New
TIAA Trust, National Association
275
TIAA Trust, National Association
North Carolina
$467K -$25.4K -290 -5%
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11
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