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383 hedge funds and large institutions have $3.35B invested in XPO in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 113 increasing their positions, 146 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $53M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.94% less ownership

Funds ownership: 93.79%90.85% (-2.9%)

6% less capital invested

Capital invested by funds: $3.55B → $3.35B (-$198M)

7% less funds holding

Funds holding: 412383 (-29)

23% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 146

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

Holders
383
Holders Change
-29
Holders Change %
-7.04%
% of All Funds
6.1%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
113
Reduced
146
Closed
74
Calls
$57.2M
Puts
$53M
Net Calls
+$4.21M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
301
Advisory Services Network
Georgia
$13.1K -$7.17K -199 -33%
AIM
302
Arcadia Investment Management
Michigan
$11.2K
Loomis, Sayles & Company
303
Loomis, Sayles & Company
Massachusetts
$11K +$9.33K +259 +341%
CTB
304
Country Trust Bank
Illinois
$10.4K
PA
305
Parallel Advisors
California
$10.3K +$2.34K +65 +25%
IAIM
306
International Assets Investment Management
Florida
$10.1K +$11.5K +318 New
FWM
307
Focused Wealth Management
New York
$9.57K
CAM
308
Chesapeake Asset Management
New York
$9.57K +$10.8K +300 New
NA
309
NewEdge Advisors
Louisiana
$9.06K -$1.06M -29,494 -99%
SA
310
SRH Advisors
Kansas
$9K
LFG
311
Larson Financial Group
Missouri
$8.96K
RTC
312
Riverview Trust Company
Washington
$8.01K
AA
313
AlphaMark Advisors
Kentucky
$8K
BF
314
BOK Financial
Oklahoma
$7.97K +$9K +250 New
CHC
315
City Holding Co
West Virginia
$7.33K
SWM
316
Spire Wealth Management
Virginia
$7.3K -$7.6K -211 -48%
EAM
317
Eventide Asset Management
Massachusetts
$6.63K -$4.13M -114,792 -100%
WIM
318
Westside Investment Management
California
$6.54K
HCP
319
Hexagon Capital Partners
Arkansas
$6.25K +$6.37K +177 +932%
SSB
320
Sandy Spring Bank
Maryland
$6.13K
FCG
321
Financial Connections Group
California
$6K +$7.2K +200 New
S
322
SignatureFD
Georgia
$5.65K -$828 -23 -12%
HBW
323
Hazlett, Burt & Watson
West Virginia
$5K +$6.27K +174 New
CAC
324
Core Alternative Capital
Georgia
$4.85K +$5.47K +152 New
CWM
325
Compass Wealth Management
Connecticut
$4.79K

XPO Hedge Fund Activity: Q1 2023 in Review

383 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2023, worth a combined $3.35B — down 5.6% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of XPO and 49 opened new positions — a net loss of 25 holders — while 146 trimmed existing stakes and 113 added.

The largest buyer was Cercano Management, adding an estimated $69.1M. The largest seller was Anomaly Capital Management, exiting entirely with an estimated $96.9M sold.

  • 383 institutional investors held XPO (XPO) as of Q1 2023, down from 412 in Q4 2022.
  • Funds reported $3.35B of XPO stock for Q1 2023, down 5.6% quarter-over-quarter.
  • 49 funds opened new XPO positions in Q1 2023 and 74 closed out, a net change of -25 holders.
  • The largest XPO buyer in Q1 2023 was Cercano Management, an estimated $69.1M added.
  • The largest XPO seller in Q1 2023 was Anomaly Capital Management, an estimated $96.9M sold.

Based on aggregated 13F filings for Q1 2023.