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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
SACTSONJ
301
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$425K
AT
302
American Trust
Kentucky
$422K -$149K -1,327 -25%
QT
303
Quantbot Technologies
New York
$420K -$1.37M -12,182 -75%
FTWA
304
Fifth Third Wealth Advisors
Ohio
$417K +$441K +3,932 New
AWS
305
Atria Wealth Solutions
New York
$416K +$14.8K +132 +3%
PAG
306
Private Advisor Group
New Jersey
$416K +$11.8K +105 +3%
ATC
307
Argent Trust Co
Tennessee
$410K
QCM
308
Quantinno Capital Management
New York
$405K +$85.3K +761 +25%
QCM
309
QRG Capital Management
Illinois
$386K -$17.8K -159 -4%
CG
310
Cynosure Group
Utah
$381K +$122K +1,086 +43%
FFG
311
Fortem Financial Group
California
$374K +$1.68K +15 +0.4%
Cerity Partners
312
Cerity Partners
New York
$367K -$88.5K -789 -19%
CMF
313
Counterpoint Mutual Funds
California
$367K +$145K +1,296 +60%
BC
314
Bridgefront Capital
Texas
$358K -$201K -1,796 -35%
PI
315
PFG Investments
New York
$354K +$1.68K +15 +0.5%
BFG
316
Bleakley Financial Group
New Jersey
$348K +$7.96K +71 +2%
Corient Private Wealth
317
Corient Private Wealth
Florida
$348K +$448 +4 +0.1%
SW
318
Simplicity Wealth
New Jersey
$347K +$6.73K +60 +2%
SAM
319
Silvercrest Asset Management
New York
$344K +$132K +1,173 +57%
GCM
320
Gables Capital Management
Florida
$343K -$72.9K -650 -17%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$343K +$31.4K +280 +10%
PA
322
Profund Advisors
Maryland
$338K -$84.6K -755 -19%
CC
323
Centiva Capital
New York
$338K +$117K +1,047 +49%
ACA
324
Anchor Capital Advisors
Massachusetts
$332K
DFCM
325
Dark Forest Capital Management
Puerto Rico
$329K -$232K -2,068 -40%