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XPO
XPO

Overview Fund Activity

523 hedge funds and large institutions have $13.6B invested in XPO in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 135 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+58
Holders Change %
+12.47%
% of All Funds
7.58%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
108
Increased
135
Reduced
182
Closed
45
Calls
$419M
Puts
$455M
Net Calls
-$36.6M
Net Calls Change
-$52.5M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.25B
2
Invesco
2
Invesco
Georgia
$223M
3
Fidelity International
3
Fidelity International
Bermuda
$305M
4
SAM
4
Scopus Asset Management
New York
$98M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$273M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$547M
2
OAG
2
Orbis Allan Gray
Bermuda
$524M
3
Morgan Stanley
3
Morgan Stanley
New York
$152M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
276
Allspring Global Investments
North Carolina
$702K +$67.6K +554 +11%
WB
277
Webster Bank
Connecticut
$678K – – –
Connor, Clark & Lunn Investment Management (CC&L)
278
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$671K +$671K +5,497 New
GCP
279
GSA Capital Partners
United Kingdom
$659K +$659K +5,402 New
AT
280
American Trust
Kentucky
$647K -$52.4K -429 -7%
TIAA Trust, National Association
281
TIAA Trust, National Association
North Carolina
$641K -$10.5K -86 -2%
BC
282
Bridgefront Capital
Texas
$631K +$631K +5,173 New
DFCM
283
Dark Forest Capital Management
Puerto Rico
$631K +$323K +2,650 +105%
CAN
284
Cetera Advisor Networks
California
$629K -$15.5K -127 -2%
WKWM
285
Walter & Keenan Wealth Management
Indiana
$627K – – –
LIP
286
Lighthouse Investment Partners
Florida
$611K +$611K +5,010 New
SCM
287
Shelton Capital Management
Colorado
$610K – – –
M&T Bank
288
M&T Bank
New York
$606K -$38.3K -314 -6%
JCM
289
Janney Capital Management
Pennsylvania
$603K -$132K -1,083 -18%
CHC
290
City Holding Co
West Virginia
$600K -$513K -4,205 -46%
NHC
291
Nicholas Hoffman & Company
Georgia
$577K – – –
QPBE
292
Quintet Private Bank (Europe)
Luxembourg
$570K -$77.9K -553 -12%
IGAM
293
iA Global Asset Management
Quebec, Canada
$566K -$473K -3,873 -46%
GPA
294
Guerra Pan Advisors
New Jersey
$541K – – –
BI
295
Ballast Inc
Kentucky
$536K – – –
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$527K -$44.3K -363 -8%
NAM
297
NorthCrest Asset Manangement
Minnesota
$526K -$26.8K -220 -5%
ARC
298
Advisor Resource Council
Texas
$526K +$526K +6,000 New
Cerity Partners
299
Cerity Partners
New York
$519K +$519K +4,250 New
Rafferty Asset Management
300
Rafferty Asset Management
New York
$516K +$9.27K +76 +2%
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