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507 hedge funds and large institutions have $11.9B invested in XPO in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 176 increasing their positions, 167 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $245M | Put options by funds: $221M

5% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 167

0.29% more ownership

Funds ownership: 96.29%96.57% (+0.29%)

4% less funds holding

Funds holding: 526507 (-19)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.71B)

15% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 75

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
507
Holders Change
-19
Holders Change %
-3.61%
% of All Funds
7.32%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
64
Increased
176
Reduced
167
Closed
75
Calls
$245M
Puts
$221M
Net Calls
+$23.8M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
276
Regions Financial Corp
Alabama
$563K +$300K +2,679 +102%
CHC
277
City Holding Co
West Virginia
$560K +$40.2K +359 +7%
M&T Bank
278
M&T Bank
New York
$555K +$29.8K +266 +5%
WB
279
Webster Bank
Connecticut
$547K -$45.4K -405 -7%
WKWM
280
Walter & Keenan Wealth Management
Indiana
$545K
JCM
281
Janney Capital Management
Pennsylvania
$520K -$4.82K -43 -0.9%
SAG
282
SageView Advisory Group
California
$518K -$371K -3,310 -40%
TRCT
283
Tower Research Capital (TRC)
New York
$517K +$121K +1,076 +28%
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$511K -$362K -3,232 -40%
VF
285
Virtu Financial
New York
$503K -$1.1M -9,836 -67%
SCM
286
Shelton Capital Management
Colorado
$502K -$29.9K -267 -5%
NHC
287
Nicholas Hoffman & Company
Georgia
$502K
QPBE
288
Quintet Private Bank (Europe)
Luxembourg
$500K +$91.9K +820 +20%
GPA
289
Guerra Pan Advisors
New Jersey
$471K
Man Group
290
Man Group
United Kingdom
$471K -$1.29M -11,474 -72%
BI
291
Ballast Inc
Kentucky
$466K
NAM
292
NorthCrest Asset Manangement
Minnesota
$458K
I
293
InceptionR
California
$454K +$479K +4,277 New
Envestnet Portfolio Solutions
294
Envestnet Portfolio Solutions
Illinois
$451K +$189K +1,684 +66%
SP
295
Stablepoint Partners
Massachusetts
$448K -$13.3K -119 -3%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$437K
PP
297
Patten & Patten
Tennessee
$435K
GRP
298
Global Retirement Partners
California
$432K +$112K +999 +33%
HNB
299
Huntington National Bank
Ohio
$431K +$561 +5 +0.1%
AT
300
Arlington Trust
Alabama
$425K