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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
QL
326
Quarry LP
New York
$4.72K -$7.24K -201 -58%
GRP
327
Global Retirement Partners
California
$4.44K -$360 -10 -9%
PFBT
328
Parkside Financial Bank & Trust
Missouri
$4.43K
BFEC
329
Benjamin F. Edwards & Company
Missouri
$4K +$3.6K +100 +417%
KTC
330
Kistler-Tiffany Companies
Pennsylvania
$3.96K
FHA
331
First Horizon Advisors
Tennessee
$3.38K
MCI
332
MRP Capital Investments
Georgia
$3.19K -$91.8K -2,550 -96%
BWL
333
Bogart Wealth LLC
Virginia
$3.19K
DAM
334
Delta Asset Management
Tennessee
$3.19K
TFA
335
Toth Financial Advisory
Virginia
$3.19K
WAM
336
WFA Asset Management
Wisconsin
$3.19K
SIS
337
Strategic Investment Solutions
Illinois
$3.19K +$3.6K +100 New
HIA
338
Harbor Investment Advisory
Maryland
$3.13K
MWM
339
Mascoma Wealth Management
New Hampshire
$3.09K
CAL
340
Capital Analysts LLC
Pennsylvania
$3K
CSB
341
City State Bank
Iowa
$3K
BTI
342
Blue Trust Inc
Georgia
$3K +$1.62K +45 +155%
FFA
343
Farther Finance Advisors
California
$2.87K
EARNEST Partners
344
EARNEST Partners
Georgia
$2.71K
WT
345
Whittier Trust
California
$2.52K
JWA
346
JFS Wealth Advisors
Pennsylvania
$2.42K +$2.27K +63 +485%
CFD
347
Creative Financial Designs
Indiana
$2.42K +$2.74K +76 New
PMFA
348
Plante Moran Financial Advisors
Michigan
$2.3K
UB
349
UMB Bank
Missouri
$2.23K -$3.6K -100 -59%
PK
350
Pflug Koory
Nebraska
$2.23K

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.