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412 hedge funds and large institutions have $3.55B invested in XPO in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 44 increasing their positions, 309 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 426412 (-14)

13% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 68

16% less call options, than puts

Call options by funds: $71.3M | Put options by funds: $85.1M

24% less capital invested

Capital invested by funds: $4.65B → $3.55B (-$1.11B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

59.09% less ownership

Funds ownership: 152.88%93.79% (-59%)

86% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 309

Holders
412
Holders Change
-14
Holders Change %
-3.29%
% of All Funds
6.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
59
Increased
44
Reduced
309
Closed
68
Calls
$71.3M
Puts
$85.1M
Net Calls
-$13.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
301
Bessemer Group
New Jersey
$50K +$50.5K +1,500 New
Dimensional Fund Advisors
302
Dimensional Fund Advisors
Texas
$48.2K -$30.1M -892,310 -38%
EWA
303
EverSource Wealth Advisors
Alabama
$45.4K -$257K -7,622 -85%
WT
304
Washington Trust
Rhode Island
$44.7K -$56K -1,663 -55%
WI
305
Wahed Invest
New York
$43.9K -$26.4K -783 -37%
NA
306
NewEdge Advisors
Louisiana
$41.9K +$1M +29,778 New
SIC
307
Salem Investment Counselors
North Carolina
$37.3K -$25.8K -765 -41%
CSPIA
308
Cary Street Partners Investment Advisory
Virginia
$36.6K +$37.1K +1,100 New
AA
309
Addison Advisors
Vermont
$35.8K -$24.7K -734 -41%
TWA
310
TCI Wealth Advisors
Arizona
$33.6K -$21.8K -647 -39%
BCV
311
Banque Cantonale Vaudoise
Switzerland
$33K -$23K -683 -41%
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$31K -$236K -7,019 -88%
AWM
313
Accel Wealth Management
Iowa
$28.5K -$18.6K -552 -39%
Nomura Asset Management
314
Nomura Asset Management
Japan
$27.6K -$19.1K -567 -41%
AWM
315
Ameliora Wealth Management
Switzerland
$26.6K -$18.4K -546 -41%
MCC
316
Money Concepts Capital
Florida
$25.7K +$20.4K +605 +360%
BBHC
317
Brown Brothers Harriman & Co
New York
$25K -$4.24M -125,761 -99%
WTC
318
WhitTier Trust Company
Nevada
$25K -$17.2K -512 -41%
MWM
319
MinichMacGregor Wealth Management
New York
$23.3K +$23.5K +699 New
C
320
Covestor
United Kingdom
$22K +$13.5K +401 +163%
First Eagle Investment Management
321
First Eagle Investment Management
New York
$21.1K -$12.6K -375 -37%
IBOK
322
Independence Bank of Kentucky
Kentucky
$21K -$14.7K -437 -41%
HFM
323
Harvest Fund Management
China
$21K -$14.7K -435 -41%
ASN
324
Advisory Services Network
Georgia
$20.3K +$20.5K +609 New
TPCW
325
TD Private Client Wealth
New York
$20.1K -$13.9K -412 -41%

XPO Hedge Fund Activity: Q4 2022 in Review

412 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2022, worth a combined $3.55B — down 24% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of XPO and 59 opened new positions — a net loss of 9 holders — while 309 trimmed existing stakes and 44 added.

The largest buyer was Channing Capital Management, adding an estimated $56M. The largest seller was MFN Partners, cutting an estimated $292M.

  • 412 institutional investors held XPO (XPO) as of Q4 2022, down from 426 in Q3 2022.
  • Funds reported $3.55B of XPO stock for Q4 2022, down 24% quarter-over-quarter.
  • 59 funds opened new XPO positions in Q4 2022 and 68 closed out, a net change of -9 holders.
  • The largest XPO buyer in Q4 2022 was Channing Capital Management, an estimated $56M added.
  • The largest XPO seller in Q4 2022 was MFN Partners, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2022.