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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
AF
326
Allworth Financial
California
$17.3K +$3.44K +102 +24%
TWM
327
Tradition Wealth Management
Minnesota
$17K -$11.9K -353 -41%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$17K -$8.96K -266 -34%
FCT
329
First Community Trust
Iowa
$17K +$16.8K +500 New
SWM
330
Spire Wealth Management
Virginia
$15K -$23.7K -704 -62%
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$14.6K -$27.2K -808 -65%
AIM
332
Arcadia Investment Management
Michigan
$11.7K -$8.05K -239 -41%
QL
333
Quarry LP
New York
$11.6K +$11.8K +349 New
CTB
334
Country Trust Bank
Illinois
$10.8K -$7.48K -222 -41%
SA
335
SRH Advisors
Kansas
$10K -$6.67K -198 -41%
FWM
336
Focused Wealth Management
New York
$9.99K -$6.91K -205 -41%
SAM
337
Storebrand Asset Management
Norway
$9.45K -$6.54K -194 -41%
TWC
338
TD Waterhouse Canada
Ontario, Canada
$9.38K -$36.1K -1,073 -79%
LFG
339
Larson Financial Group
Missouri
$9.35K -$6.47K -192 -41%
PA
340
Parallel Advisors
California
$8.62K -$977 -29 -10%
AA
341
AlphaMark Advisors
Kentucky
$8K -$5.83K -173 -41%
RTC
342
Riverview Trust Company
Washington
$8K +$8.46K +251 New
QC
343
Quent Capital
New York
$7.76K -$18K -533 -70%
CHC
344
City Holding Co
West Virginia
$7.65K -$5.29K -157 -41%
S
345
SignatureFD
Georgia
$6.66K -$6.3K -187 -48%
SSB
346
Sandy Spring Bank
Maryland
$6.39K -$4.41K -131 -41%
UB
347
UMB Bank
Missouri
$6K +$1.75K +52 +44%
BSB
348
Bangor Savings Bank
Maine
$5K -$3.44K -102 -40%
CWM
349
Compass Wealth Management
Connecticut
$4.99K +$5.05K +150 New
PFBT
350
Parkside Financial Bank & Trust
Missouri
$4.63K -$3.77K -112 -45%

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.