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XPO
XPO

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in XPO in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+43
Holders Change %
+10.19%
% of All Funds
6.82%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
87
Increased
130
Reduced
158
Closed
39
Calls
$271M
Puts
$255M
Net Calls
+$15.9M
Net Calls Change
-$24.5M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$814M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
Norges Bank
3
Norges Bank
Norway
$79.6M
4
Capital World Investors
4
Capital World Investors
California
$381M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$67.9M
2
EC
2
Eminence Capital
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$56.4M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$223M
5
FCM
5
Frontier Capital Management
Massachusetts
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
301
Balboa Wealth Partners
Arizona
$352K +$37.6K +429 +12%
HNB
302
Huntington National Bank
Ohio
$351K +$788 +9 +0.2%
SACTSONJ
303
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$350K – – –
AT
304
Arlington Trust
Alabama
$350K +$350K +4,000 New
PCM
305
Penn Capital Management
Pennsylvania
$341K -$8.14M -92,943 -96%
GCM
306
Gables Capital Management
Florida
$340K -$23.5K -268 -6%
ATC
307
Argent Trust Co
Tennessee
$339K – – –
SG Americas Securities
308
SG Americas Securities
New York
$333K +$182K +2,079 +120%
CAM
309
Cresset Asset Management
Illinois
$331K -$261K -2,985 -44%
SAG
310
SageView Advisory Group
California
$329K +$329K +3,824 New
UFF
311
USA Financial Formulas
Michigan
$327K +$206K +2,353 +171%
HFM
312
Harvest Fund Management
China
$323K – – –
PAG
313
Private Advisor Group
New Jersey
$318K +$77.5K +885 +32%
MAM
314
Morse Asset Management
Connecticut
$314K -$450K -5,133 -59%
JCM
315
Jag Capital Management
Missouri
$308K -$118K -1,344 -28%
PL
316
Perpetual Ltd
Australia
$307K +$307K +3,510 New
PA
317
Profund Advisors
Maryland
$304K +$29K +331 +11%
XT
318
XTX Topco
Cayman Islands
$290K +$290K +3,310 New
BAM
319
Belpointe Asset Management
Nevada
$287K +$27.2K +311 +10%
AIM
320
Aigen Investment Management
New York
$281K +$281K +3,209 New
AWM
321
AE Wealth Management
Kansas
$277K +$7.82K +90 +3%
ACA
322
Anchor Capital Advisors
Massachusetts
$274K – – –
DC
323
Diametric Capital
Massachusetts
$273K +$273K +3,116 New
Nisa Investment Advisors
324
Nisa Investment Advisors
Missouri
$270K – – –
First Trust Advisors
325
First Trust Advisors
Illinois
$259K -$1.19M -13,614 -82%
11 12
13
14 15