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XPO
XPO

Overview Fund Activity

380 hedge funds and large institutions have $3.35B invested in XPO in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-30
Holders Change %
-7.32%
% of All Funds
6.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
47
Increased
113
Reduced
145
Closed
73
Calls
$57.2M
Puts
$53M
Net Calls
+$4.21M
Net Calls Change
+$18M

Top Buyers

1
CM
1
Cercano Management
Washington
$81.1M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$34.8M
3
FCM
3
Frontier Capital Management
Massachusetts
$98.2M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$135M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$180M

Top Sellers

1
ACM
1
Anomaly Capital Management
New York
$0
2
BlackRock
2
BlackRock
New York
$313M
3
ECP
3
Empyrean Capital Partners
California
$0
4
UBS Group
4
UBS Group
Switzerland
$5.38M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
326
Benjamin F. Edwards & Company
Missouri
$4K +$3.23K +100 +417%
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$3.96K – – –
FHA
328
First Horizon Advisors
Tennessee
$3.38K – – –
MCI
329
MRP Capital Investments
Georgia
$3.19K -$81.3K -2,550 -96%
WAM
330
WFA Asset Management
Wisconsin
$3.19K – – –
DAM
331
Delta Asset Management
Tennessee
$3.19K – – –
TFA
332
Toth Financial Advisory
Virginia
$3.19K – – –
BWL
333
Bogart Wealth LLC
Virginia
$3.19K – – –
SIS
334
Strategic Investment Solutions
Illinois
$3.19K +$3.19K +100 New
HIA
335
Harbor Investment Advisory
Maryland
$3.13K – – –
MWM
336
Mascoma Wealth Management
New Hampshire
$3.09K – – –
CAL
337
Capital Analysts LLC
Pennsylvania
$3K – – –
CSB
338
City State Bank
Iowa
$3K – – –
BTI
339
Blue Trust Inc
Georgia
$3K +$1.82K +45 +155%
FFA
340
Farther Finance Advisors
California
$2.87K – – –
EARNEST Partners
341
EARNEST Partners
Georgia
$2.71K – – –
WT
342
Whittier Trust
California
$2.52K – – –
JWA
343
JFS Wealth Advisors
Pennsylvania
$2.43K +$2.01K +63 +485%
CFD
344
Creative Financial Designs
Indiana
$2.42K +$2.42K +76 New
PMFA
345
Plante Moran Financial Advisors
Michigan
$2.3K – – –
UB
346
UMB Bank
Missouri
$2.23K -$3.19K -100 -59%
PK
347
Pflug Koory
Nebraska
$2.23K – – –
ST
348
Smithfield Trust
Pennsylvania
$2K – – –
TFGT
349
TS Financial Group (TSFG)
Illinois
$2K – – –
BAM
350
Byrne Asset Management
New Jersey
$2K – – –
12 13
14
15 16