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XPO
XPO

Overview Fund Activity

538 hedge funds and large institutions have $15.4B invested in XPO in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 185 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+13
Holders Change %
+2.48%
% of All Funds
7.16%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
83
Increased
173
Reduced
185
Closed
63
Calls
$218M
Puts
$221M
Net Calls
-$2.54M
Net Calls Change
+$18M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$279M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$232M
3
Capital World Investors
Capital World Investors
California
+$210M
4
BlackRock
BlackRock
New York
+$125M
5
UBS Group
UBS Group
Switzerland
+$81.3M

Top Sellers

1
DCP
D1 Capital Partners
New York
-$351M
2
Fidelity International
Fidelity International
Bermuda
-$133M
3
OAG
Orbis Allan Gray
Bermuda
-$111M
4
CM
Cercano Management
Washington
-$110M
5
Bank of America
Bank of America
North Carolina
-$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
276
Snowden Capital Advisors
New York
$691K +$160K +1,222 +30%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$685K -$34.9K -266 -5%
Corient Private Wealth
278
Corient Private Wealth
Florida
$676K -$394K -3,003 -37%
WB
279
Webster Bank
Connecticut
$676K – – –
WKWM
280
Walter & Keenan Wealth Management
Indiana
$674K – – –
First Trust Advisors
281
First Trust Advisors
Illinois
$667K -$21.7M -165,728 -97%
CL
282
Choreo LLC
Illinois
$660K +$185K +1,396 +39%
Hudson Bay Capital Management
283
Hudson Bay Capital Management
Connecticut
$658K -$15.6M -119,081 -96%
CI
284
Cherokee Insurance
Michigan
$656K +$656K +5,000 New
QC
285
Quadrature Capital
United Kingdom
$651K +$651K +4,965 New
PA
286
Promethium Advisors
Maryland
$637K +$32.9K +251 +5%
Truist Financial
287
Truist Financial
North Carolina
$637K -$7.74K -59 -1%
NHC
288
Nicholas Hoffman & Company
Georgia
$620K – – –
JCM
289
Janney Capital Management
Pennsylvania
$619K +$1.05K +8 +0.2%
QPBE
290
Quintet Private Bank (Europe)
Luxembourg
$616K -$48.7K -371 -7%
AWS
291
Atria Wealth Solutions
New York
$607K +$174K +1,328 +40%
SAG
292
SageView Advisory Group
California
$607K +$12.6K +96 +2%
IAS
293
IMA Advisory Services
Colorado
$605K +$92.3K +704 +18%
HNB
294
Huntington National Bank
Ohio
$597K +$35.9K +274 +6%
FTWA
295
Fifth Third Wealth Advisors
Ohio
$577K -$23K -175 -4%
SCM
296
Shelton Capital Management
Colorado
$576K -$27K -206 -4%
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$572K -$5.49K -40 -1%
NAM
298
NorthCrest Asset Manangement
Minnesota
$565K – – –
I
299
InceptionR
California
$549K -$989K -7,541 -64%
BI
300
Ballast Inc
Kentucky
$547K -$28.5K -217 -5%
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