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XPO
XPO

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in XPO in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+43
Holders Change %
+10.19%
% of All Funds
6.82%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
87
Increased
130
Reduced
158
Closed
39
Calls
$271M
Puts
$255M
Net Calls
+$15.9M
Net Calls Change
-$24.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$814M
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
Norges Bank
Norges Bank
Norway
$79.6M
4
Capital World Investors
Capital World Investors
California
$381M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
Millennium Management
Millennium Management
New York
$67.9M
2
EC
Eminence Capital
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$56.4M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$223M
5
FCM
Frontier Capital Management
Massachusetts
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
276
Cetera Advisor Networks
California
$463K -$24.6K -281 -5%
M&T Bank
277
M&T Bank
New York
$463K -$16.2K -185 -3%
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$459K +$82.7K +944 +22%
Allspring Global Investments
279
Allspring Global Investments
North Carolina
$455K -$678K -7,737 -60%
WKWM
280
Walter & Keenan Wealth Management
Indiana
$450K – – –
PRS
281
Pinkerton Retirement Specialists
Idaho
$447K +$188K +2,146 +73%
SCM
282
Shelton Capital Management
Colorado
$438K -$19.8K -226 -4%
WG
283
Winton Group
United Kingdom
$435K -$788K -8,995 -64%
QCM
284
QRG Capital Management
Illinois
$428K +$35.9K +410 +9%
Citigroup
285
Citigroup
New York
$424K -$681K -7,775 -62%
AWS
286
Atria Wealth Solutions
New York
$419K -$68.1K -777 -14%
NHC
287
Nicholas Hoffman & Company
Georgia
$414K – – –
QPBE
288
Quintet Private Bank (Europe)
Luxembourg
$412K -$8.86K -99 -2%
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$410K +$12.9K +147 +3%
MOS
290
MGO One Seven
Ohio
$409K -$3.85K -44 -0.9%
Creative Planning
291
Creative Planning
Kansas
$399K +$36.8K +420 +10%
NAM
292
NorthCrest Asset Manangement
Minnesota
$397K – – –
FFG
293
Fortem Financial Group
California
$396K -$93.5K -1,068 -19%
GPA
294
Guerra Pan Advisors
New Jersey
$389K – – –
BI
295
Ballast Inc
Kentucky
$385K – – –
VFA
296
Values First Advisors
Tennessee
$373K -$210K -2,398 -36%
Rafferty Asset Management
297
Rafferty Asset Management
New York
$363K +$63.5K +725 +21%
PP
298
Patten & Patten
Tennessee
$359K -$350K -4,000 -49%
GC
299
Guggenheim Capital
Illinois
$358K -$1.01M -11,514 -74%
HI
300
Handelsinvest Investeringsforvaltning
Denmark
$355K -$4.46M -50,942 -93%
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