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424 hedge funds and large institutions have $8.64B invested in XPO in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 114 increasing their positions, 166 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

26% more capital invested

Capital invested by funds: $6.88B → $8.64B (+$1.76B)

19% more call options, than puts

Call options by funds: $258M | Put options by funds: $218M

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

2% more funds holding

Funds holding: 415 → 424 (+9)

1% less ownership

Funds ownership: 100.76% → 99.76% (-1%)

31% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 166

Holders
424
Holders Change
+9
Holders Change %
+2.17%
% of All Funds
6.73%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
51
Increased
114
Reduced
166
Closed
39
Calls
$258M
Puts
$218M
Net Calls
+$40.3M
Net Calls Change
+$70.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$218M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$203M
3
Fidelity International
Fidelity International
Bermuda
+$76.1M
4
EC
Eminence Capital
New York
+$47.6M
5
Invesco
Invesco
Georgia
+$37.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$125M
2
FCM
Frontier Capital Management
Massachusetts
-$78.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$76.7M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$75.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$64.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
326
City Holding Co
West Virginia
$96.7K +$66.6K +965 +292%
Legacy Financial Group (Iowa)
327
Legacy Financial Group (Iowa)
Iowa
$86.5K +$79.9K +1,158 New
SIC
328
Salem Investment Counselors
North Carolina
$83.6K – – –
ACM
329
Antonetti Capital Management
Florida
$82.1K -$40K -580 -35%
AA
330
Addison Advisors
Vermont
$80.3K – – –
BCV
331
Banque Cantonale Vaudoise
Switzerland
$75K – – –
CSPIA
332
Cary Street Partners Investment Advisory
Virginia
$74.7K – – –
Nomura Asset Management
333
Nomura Asset Management
Japan
$74.7K +$11.7K +170 +20%
LSA
334
Leonteq Securities AG
Switzerland
$71.3K +$2.14K +31 +3%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$67.3K -$46.2K -670 -43%
SPIA
336
Steward Partners Investment Advisory
New York
$63.5K – – –
VC
337
Vestor Capital
Illinois
$63K +$58.7K +850 New
WTC
338
WhitTier Trust Company
Nevada
$56K – – –
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$54.7K +$13.7K +199 +37%
ACA
340
Atlas Capital Advisors
Wyoming
$47.6K – – –
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$47K +$4.21K +61 +11%
HMS
342
Hanseatic Management Services
New Mexico
$42.9K +$39.6K +574 New
TWM
343
Tradition Wealth Management
Minnesota
$41K – – –
AF
344
Allworth Financial
California
$41K – – –
QC
345
Quent Capital
New York
$40.8K – – –
TPCW
346
TD Private Client Wealth
New York
$38.3K -$6.21K -90 -15%
CAC
347
Core Alternative Capital
Georgia
$37.7K +$34.9K +505 New
FCT
348
First Community Trust
Iowa
$37.3K – – –
S
349
SignatureFD
Georgia
$36.5K +$1.38K +20 +4%
EWA
350
EverSource Wealth Advisors
Alabama
$29K -$15.3K -222 -36%
12 13
14
15 16

XPO Hedge Fund Activity: Q3 2023 in Review

424 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q3 2023, worth a combined $8.64B — up 26% from $6.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XPO positions and 39 closed out — a net gain of 12 holders — while 114 added to existing stakes and 166 trimmed.

The largest buyer was Capital World Investors, adding an estimated $218M. The largest seller was Orbis Allan Gray, cutting an estimated $125M.

  • 424 institutional investors held XPO (XPO) as of Q3 2023, up from 415 in Q2 2023.
  • Funds reported $8.64B of XPO stock for Q3 2023, up 26% quarter-over-quarter.
  • 51 funds opened new XPO positions in Q3 2023 and 39 closed out, a net change of +12 holders.
  • The largest XPO buyer in Q3 2023 was Capital World Investors, an estimated $218M added.
  • The largest XPO seller in Q3 2023 was Orbis Allan Gray, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2023.