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383 hedge funds and large institutions have $3.35B invested in XPO in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 113 increasing their positions, 146 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $53M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.94% less ownership

Funds ownership: 93.79%90.85% (-2.9%)

6% less capital invested

Capital invested by funds: $3.55B → $3.35B (-$198M)

7% less funds holding

Funds holding: 412383 (-29)

23% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 146

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

Holders
383
Holders Change
-29
Holders Change %
-7.04%
% of All Funds
6.1%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
113
Reduced
146
Closed
74
Calls
$57.2M
Puts
$53M
Net Calls
+$4.21M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
276
Bessemer Group
New Jersey
$48K +$540 +15 +1%
WT
277
Washington Trust
Rhode Island
$43K +$180 +5 +0.4%
SPIA
278
Steward Partners Investment Advisory
New York
$43K -$38K -1,056 -44%
SIC
279
Salem Investment Counselors
North Carolina
$35.7K
TWA
280
TCI Wealth Advisors
Arizona
$35.2K +$3.42K +95 +9%
AA
281
Addison Advisors
Vermont
$34.3K
BCV
282
Banque Cantonale Vaudoise
Switzerland
$32K
CSPIA
283
Cary Street Partners Investment Advisory
Virginia
$31.9K -$3.6K -100 -9%
AAS
284
Ameritas Advisory Services
Nebraska
$31.3K +$35.3K +980 New
ACA
285
Atlas Capital Advisors
Wyoming
$29.4K -$35.3K -980 -52%
Nomura Asset Management
286
Nomura Asset Management
Japan
$26.5K
AWM
287
Accel Wealth Management
Iowa
$25.7K -$1.8K -50 -6%
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$25K +$9.29K +258 +50%
BBHC
289
Brown Brothers Harriman & Co
New York
$23.9K
WTC
290
WhitTier Trust Company
Nevada
$23.9K
MC
291
Machina Capital
France
$23.9K +$27K +749 New
CFB
292
Cullen/Frost Bankers
Texas
$22.3K +$25.2K +700 New
EWA
293
EverSource Wealth Advisors
Alabama
$20.5K -$26K -721 -53%
TPCW
294
TD Private Client Wealth
New York
$19.2K
TWM
295
Tradition Wealth Management
Minnesota
$18K +$1.3K +36 +7%
AF
296
Allworth Financial
California
$17.5K +$1.08K +30 +6%
TWC
297
TD Waterhouse Canada
Ontario, Canada
$17.5K +$7.2K +200 +69%
QC
298
Quent Capital
New York
$16.1K +$9.83K +273 +117%
FCT
299
First Community Trust
Iowa
$15.9K
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$15.4K +$1.55K +43 +10%

XPO Hedge Fund Activity: Q1 2023 in Review

383 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2023, worth a combined $3.35B — down 5.6% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of XPO and 49 opened new positions — a net loss of 25 holders — while 146 trimmed existing stakes and 113 added.

The largest buyer was Cercano Management, adding an estimated $69.1M. The largest seller was Anomaly Capital Management, exiting entirely with an estimated $96.9M sold.

  • 383 institutional investors held XPO (XPO) as of Q1 2023, down from 412 in Q4 2022.
  • Funds reported $3.35B of XPO stock for Q1 2023, down 5.6% quarter-over-quarter.
  • 49 funds opened new XPO positions in Q1 2023 and 74 closed out, a net change of -25 holders.
  • The largest XPO buyer in Q1 2023 was Cercano Management, an estimated $69.1M added.
  • The largest XPO seller in Q1 2023 was Anomaly Capital Management, an estimated $96.9M sold.

Based on aggregated 13F filings for Q1 2023.