XPO icon

XPO
XPO

Overview Fund Activity

525 hedge funds and large institutions have $12.4B invested in XPO in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 165 increasing their positions, 173 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+21
Holders Change %
+4.17%
% of All Funds
7.6%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
77
Increased
165
Reduced
173
Closed
53
Calls
$151M
Puts
$171M
Net Calls
-$20.5M
Net Calls Change
-$44.3M

Top Buyers

1
DCP
1
D1 Capital Partners
New York
$506M
2
Capital World Investors
2
Capital World Investors
California
$661M
3
ACM
3
Anomaly Capital Management
New York
$77.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$153M
5
Bank of America
5
Bank of America
North Carolina
$173M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$14.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$42.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$88.6M
4
Millennium Management
4
Millennium Management
New York
$17.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
251
Mystic Asset Management
Rhode Island
$882K – – –
Corient Private Wealth
252
Corient Private Wealth
Florida
$877K +$525K +4,884 +149%
First Eagle Investment Management
253
First Eagle Investment Management
New York
$845K +$102K +950 +14%
FHA
254
Flagship Harbor Advisors
Massachusetts
$803K +$803K +7,467 New
EGA
255
E&G Advisors
Texas
$790K – – –
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$789K +$229K +1,974 +41%
FLPIM
257
F.L. Putnam Investment Management
Massachusetts
$771K – – –
SEC
258
Seven Eight Capital
New York
$762K -$755K -7,027 -50%
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
$760K +$304K +2,825 +67%
TWM
260
TriaGen Wealth Management
California
$748K -$2.9K -27 -0.4%
AIMCA
261
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$742K -$559K -5,200 -43%
HighTower Advisors
262
HighTower Advisors
Illinois
$735K -$104K -971 -12%
WWM
263
Whalen Wealth Management
Nevada
$706K +$706K +6,570 New
MSRPS
264
Maryland State Retirement & Pension System
Maryland
$699K -$269K -2,498 -28%
AC
265
Aristeia Capital
Connecticut
$698K +$698K +6,496 New
LPP
266
Life Planning Partners
Florida
$691K – – –
SDIC
267
South Dakota Investment Council
South Dakota
$683K – – –
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$677K -$138K -1,284 -17%
SIC
269
Sigma Investment Counselors
Michigan
$673K -$753K -7,000 -53%
TIAA Trust, National Association
270
TIAA Trust, National Association
North Carolina
$665K -$1.61K -15 -0.2%
William Blair & Company
271
William Blair & Company
Illinois
$665K – – –
EIP
272
Epoch Investment Partners
New York
$658K – – –
URS
273
Utah Retirement Systems
Utah
$655K – – –
Creative Planning
274
Creative Planning
Kansas
$647K +$65.7K +611 +11%
JC
275
JBF Capital
Colorado
$645K – – –
9 10
11
12 13