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XPO
XPO

Overview Fund Activity

422 hedge funds and large institutions have $8.64B invested in XPO in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 113 increasing their positions, 166 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+9
Holders Change %
+2.18%
% of All Funds
6.73%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
51
Increased
113
Reduced
166
Closed
39
Calls
$258M
Puts
$218M
Net Calls
+$40.3M
Net Calls Change
+$70.5M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$287M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$463M
3
Fidelity International
3
Fidelity International
Bermuda
$156M
4
EC
4
Eminence Capital
New York
$88.9M
5
Invesco
5
Invesco
Georgia
$94M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$451M
2
FCM
2
Frontier Capital Management
Massachusetts
$197M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$135M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$0
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
276
Walter & Keenan Wealth Management
Indiana
$384K – – –
JCM
277
Jag Capital Management
Missouri
$363K -$14.3K -192 -4%
NHC
278
Nicholas Hoffman & Company
Georgia
$353K -$25.8K -345 -7%
MOS
279
MGO One Seven
Ohio
$352K -$373 -5 -0.1%
QPBE
280
Quintet Private Bank (Europe)
Luxembourg
$351K -$746 -10 -0.2%
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$339K +$12.6K +168 +4%
NAM
282
NorthCrest Asset Manangement
Minnesota
$338K -$29.9K -400 -8%
QCM
283
QRG Capital Management
Illinois
$334K +$334K +4,478 New
GPA
284
Guerra Pan Advisors
New Jersey
$331K – – –
TDC
285
Thompson Davis & Co
Virginia
$330K +$330K +4,415 New
BI
286
Ballast Inc
Kentucky
$328K -$80.2K -1,074 -20%
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$321K -$27.8K -372 -8%
TFS
288
Thoroughbred Financial Services
Tennessee
$315K +$14.9K +200 +5%
GCM
289
Gables Capital Management
Florida
$310K -$597 -8 -0.2%
Creative Planning
290
Creative Planning
Kansas
$308K +$25.7K +344 +9%
HNB
291
Huntington National Bank
Ohio
$299K – – –
SACTSONJ
292
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$299K – – –
ATC
293
Argent Trust Co
Tennessee
$289K – – –
NA
294
NewEdge Advisors
Louisiana
$278K +$254K +3,405 +1,067%
HFM
295
Harvest Fund Management
China
$275K +$148K +1,983 +116%
TRCT
296
Tower Research Capital (TRC)
New York
$272K -$566K -7,587 -68%
BWP
297
Balboa Wealth Partners
Arizona
$268K +$268K +3,592 New
Rafferty Asset Management
298
Rafferty Asset Management
New York
$256K -$90.6K -1,214 -26%
SP
299
Symmetry Partners
Connecticut
$254K – – –
CCS
300
Concentric Capital Strategies
Connecticut
$253K +$253K +3,387 New
10 11
12
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