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XPO
XPO

Overview Fund Activity

525 hedge funds and large institutions have $12.4B invested in XPO in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 165 increasing their positions, 173 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+21
Holders Change %
+4.17%
% of All Funds
7.59%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
77
Increased
165
Reduced
173
Closed
53
Calls
$151M
Puts
$171M
Net Calls
-$20.5M
Net Calls Change
-$44.3M

Top Buyers

1
DCP
1
D1 Capital Partners
New York
$506M
2
Capital World Investors
2
Capital World Investors
California
$661M
3
ACM
3
Anomaly Capital Management
New York
$77.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$153M
5
Bank of America
5
Bank of America
North Carolina
$173M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$14.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$42.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$88.6M
4
Millennium Management
4
Millennium Management
New York
$17.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
301
Trivium Point Advisory
Connecticut
$505K +$132K +885 +36%
PA
302
Promethium Advisors
Maryland
$495K +$495K +4,606 New
SCM
303
Shelton Capital Management
Colorado
$494K -$14.2K -132 -3%
Franklin Resources
304
Franklin Resources
California
$493K -$6.18M -53,166 -93%
FTWA
305
Fifth Third Wealth Advisors
Ohio
$492K +$68.8K +640 +16%
SAG
306
SageView Advisory Group
California
$487K -$37.2K -346 -7%
OIS
307
Okabena Investment Services
Minnesota
$480K +$480K +4,461 New
GPA
308
Guerra Pan Advisors
New Jersey
$477K – – –
BI
309
Ballast Inc
Kentucky
$472K – – –
NAM
310
NorthCrest Asset Manangement
Minnesota
$463K – – –
HNB
311
Huntington National Bank
Ohio
$460K +$23.1K +215 +5%
Lazard Asset Management
312
Lazard Asset Management
New York
$455K +$230K +2,139 +102%
GRP
313
Global Retirement Partners
California
$454K +$16.9K +157 +4%
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$453K – – –
EA
315
Emerald Advisers
Pennsylvania
$444K -$517K -4,809 -54%
PP
316
Patten & Patten
Tennessee
$441K – – –
SCA
317
Snowden Capital Advisors
New York
$435K +$213K +1,985 +96%
SACTSONJ
318
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$430K – – –
AT
319
Arlington Trust
Alabama
$430K – – –
TCM
320
Teza Capital Management
Illinois
$426K -$242K -2,253 -36%
QCM
321
QRG Capital Management
Illinois
$426K +$34.6K +322 +9%
NIMI
322
Natixis Investment Managers International
France
$421K +$421K +3,920 New
IAS
323
IMA Advisory Services
Colorado
$421K +$421K +3,912 New
ATC
324
Argent Trust Co
Tennessee
$416K – – –
AT
325
American Trust
Kentucky
$410K -$17K -158 -4%
11 12
13
14 15