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XPO
XPO

Overview Fund Activity

413 hedge funds and large institutions have $6.88B invested in XPO in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 96 increasing their positions, 147 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+33
Holders Change %
+8.68%
% of All Funds
6.51%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
92
Increased
96
Reduced
147
Closed
58
Calls
$179M
Puts
$209M
Net Calls
-$30.2M
Net Calls Change
-$34.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$192M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$126M
3
Ameriprise
Ameriprise
Minnesota
+$116M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$75.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$72.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$113M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$47.5M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$43.6M
4
CCM
Channing Capital Management
Illinois
-$42.8M
5
Norges Bank
Norges Bank
Norway
-$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
326
EverSource Wealth Advisors
Alabama
$36K -$1.95K -33 -5%
TPCW
327
TD Private Client Wealth
New York
$35.6K – – –
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$34K -$11.6K -196 -25%
TWM
329
Tradition Wealth Management
Minnesota
$33K – – –
AF
330
Allworth Financial
California
$32.4K – – –
QC
331
Quent Capital
New York
$32.2K +$2.36K +40 +8%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$31.4K +$3.01K +51 +11%
FCT
333
First Community Trust
Iowa
$29.5K – – –
S
334
SignatureFD
Georgia
$27.7K +$17.2K +292 +165%
CHC
335
City Holding Co
West Virginia
$19.5K +$5.9K +100 +43%
IA
336
IFP Advisors
Florida
$19.2K -$13.5K -229 -41%
CTB
337
Country Trust Bank
Illinois
$19.2K – – –
FCG
338
Financial Connections Group
California
$19K +$7.66K +135 +68%
NA
339
NewEdge Advisors
Louisiana
$18.8K +$2.07K +35 +12%
FWM
340
Focused Wealth Management
New York
$17.7K – – –
TWC
341
TD Waterhouse Canada
Ontario, Canada
$17.2K -$11.9K -200 -41%
LFG
342
Larson Financial Group
Missouri
$16.6K – – –
AA
343
AlphaMark Advisors
Kentucky
$15K – – –
PA
344
Parallel Advisors
California
$14.9K -$4.19K -71 -22%
RTC
345
Riverview Trust Company
Washington
$14.8K – – –
BF
346
BOK Financial
Oklahoma
$14.8K – – –
SWM
347
Spire Wealth Management
Virginia
$11.8K -$1.71K -29 -13%
WIM
348
Westside Investment Management
California
$11.8K -$295 -5 -2%
SSB
349
Sandy Spring Bank
Maryland
$11.3K – – –
HCP
350
Hexagon Capital Partners
Arkansas
$9.56K -$2.01K -34 -17%
12 13
14
15 16