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XPO
XPO

Overview Fund Activity

523 hedge funds and large institutions have $13.6B invested in XPO in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 135 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+58
Holders Change %
+12.47%
% of All Funds
7.58%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
108
Increased
135
Reduced
182
Closed
45
Calls
$419M
Puts
$455M
Net Calls
-$36.6M
Net Calls Change
-$52.5M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.25B
2
Invesco
2
Invesco
Georgia
$223M
3
Fidelity International
3
Fidelity International
Bermuda
$305M
4
SAM
4
Scopus Asset Management
New York
$98M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$273M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$547M
2
OAG
2
Orbis Allan Gray
Bermuda
$524M
3
Morgan Stanley
3
Morgan Stanley
New York
$152M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
251
F.L. Putnam Investment Management
Massachusetts
$943K -$5.25K -43 -0.6%
Truist Financial
252
Truist Financial
North Carolina
$941K +$122K +999 +15%
FHA
253
Flagship Harbor Advisors
Massachusetts
$932K -$7.08K -58 -0.8%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$923K -$7.07M -57,929 -88%
RMC
255
Resources Management Corp
Connecticut
$908K -$73.8K -605 -8%
EGA
256
E&G Advisors
Texas
$903K – – –
SI
257
Symmetry Investments
Jersey
$903K +$903K +7,400 New
HighTower Advisors
258
HighTower Advisors
Illinois
$898K -$2.68K -22 -0.3%
LFAS
259
Level Four Advisory Services
Texas
$891K +$21.4K +244 +2%
TWM
260
TriaGen Wealth Management
California
$858K +$27.8K +228 +3%
SRL
261
Scientech Research LLC
New Jersey
$840K +$840K +6,886 New
TSW
262
Three Seasons Wealth
Utah
$818K +$123K +1,019 +18%
Creative Planning
263
Creative Planning
Kansas
$800K +$245K +2,004 +44%
ProShare Advisors
264
ProShare Advisors
Maryland
$786K -$53.1K -435 -6%
LPP
265
Life Planning Partners
Florida
$785K – – –
SPWM
266
Straight Path Wealth Management
Michigan
$781K – – –
EIP
267
Epoch Investment Partners
New York
$770K -$100K -821 -12%
GS
268
GTS Securities
New York
$768K -$5.19M -42,550 -87%
URS
269
Utah Retirement Systems
Utah
$768K – – –
William Blair & Company
270
William Blair & Company
Illinois
$765K +$9.76K +80 +1%
KWM
271
Kingsview Wealth Management
Oregon
$744K – – –
PA
272
Pinnacle Associates
New York
$737K -$54.9K -450 -7%
JC
273
JBF Capital
Colorado
$732K – – –
AIM
274
Aigen Investment Management
New York
$726K +$334K +2,739 +85%
Two Sigma Investments
275
Two Sigma Investments
New York
$708K -$5.22M -42,800 -88%
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