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507 hedge funds and large institutions have $11.9B invested in XPO in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 176 increasing their positions, 167 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $245M | Put options by funds: $221M

5% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 167

0.29% more ownership

Funds ownership: 96.29%96.57% (+0.29%)

4% less funds holding

Funds holding: 526507 (-19)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.71B)

15% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 75

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
507
Holders Change
-19
Holders Change %
-3.61%
% of All Funds
7.32%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
64
Increased
176
Reduced
167
Closed
75
Calls
$245M
Puts
$221M
Net Calls
+$23.8M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
251
Bayesian Capital Management
New York
$713K -$462K -4,124 -38%
N
252
Natixis
France
$711K +$751K +6,698 New
SPA
253
Sherbrooke Park Advisers
New York
$707K +$495K +4,416 +197%
NRD
254
Nebula Research & Development
New York
$692K -$537K -4,788 -42%
FRM
255
Fox Run Management
Connecticut
$683K +$267K +2,382 +59%
LPP
256
Life Planning Partners
Florida
$683K
SDIC
257
South Dakota Investment Council
South Dakota
$674K -$349K -3,114 -33%
CP
258
CenterBook Partners
Connecticut
$661K +$698K +6,230 New
TCM
259
Teza Capital Management
Illinois
$660K +$697K +6,215 New
TIAA Trust, National Association
260
TIAA Trust, National Association
North Carolina
$659K +$107K +954 +18%
William Blair & Company
261
William Blair & Company
Illinois
$656K -$9.87K -88 -1%
KWM
262
Kingsview Wealth Management
Oregon
$652K +$5.49K +49 +0.8%
Rafferty Asset Management
263
Rafferty Asset Management
New York
$652K +$215K +1,918 +45%
EIP
264
Epoch Investment Partners
New York
$650K -$21.5K -192 -3%
ProShare Advisors
265
ProShare Advisors
Maryland
$647K -$38.3K -342 -5%
URS
266
Utah Retirement Systems
Utah
$647K -$22.4K -200 -3%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$646K -$165K -1,470 -19%
PA
268
Pinnacle Associates
New York
$641K
JC
269
JBF Capital
Colorado
$637K
TF
270
Tenon Financial
New Jersey
$620K +$655K +5,844 New
Truist Financial
271
Truist Financial
North Carolina
$605K -$225K -2,007 -26%
AAS
272
Ameritas Advisory Services
Nebraska
$585K +$618K +5,514 New
Mackenzie Financial
273
Mackenzie Financial
Ontario, Canada
$585K +$618K +5,512 New
CAM
274
Cresset Asset Management
Illinois
$585K +$185K +1,647 +43%
Creative Planning
275
Creative Planning
Kansas
$574K -$129K -1,148 -18%