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XPO
XPO

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in XPO in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+43
Holders Change %
+10.19%
% of All Funds
6.82%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
87
Increased
130
Reduced
158
Closed
39
Calls
$271M
Puts
$255M
Net Calls
+$15.9M
Net Calls Change
-$24.5M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$814M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
Norges Bank
3
Norges Bank
Norway
$79.6M
4
Capital World Investors
4
Capital World Investors
California
$381M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$67.9M
2
EC
2
Eminence Capital
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$56.4M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$223M
5
FCM
5
Frontier Capital Management
Massachusetts
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$258K – – –
LCM
327
Legato Capital Management
California
$250K -$470K -5,365 -65%
BFG
328
Bleakley Financial Group
New Jersey
$248K +$248K +2,832 New
SS
329
Simplicity Solutions
Minnesota
$247K +$247K +2,815 New
SI
330
Stephens Inc
Arkansas
$239K +$239K +2,733 New
Cetera Investment Advisers
331
Cetera Investment Advisers
Illinois
$236K +$236K +2,698 New
EFG
332
Embree Financial Group
Illinois
$227K +$227K +2,595 New
QCG
333
Quadrant Capital Group
Ohio
$223K +$19K +217 +9%
PA
334
Pineridge Advisors
Missouri
$222K +$222K +2,532 New
DFCM
335
Dark Forest Capital Management
Puerto Rico
$221K -$665K -7,587 -75%
SPA
336
Sherbrooke Park Advisers
New York
$219K +$219K +2,503 New
CAM
337
Claret Asset Management
Quebec, Canada
$219K +$219K +2,495 New
VT
338
Vise Technologies
New York
$212K +$212K +2,420 New
QCM
339
Quantinno Capital Management
New York
$210K +$210K +2,397 New
OWM
340
OneAscent Wealth Management
Alabama
$209K -$48.3K -553 -19%
AWM
341
Axxcess Wealth Management
California
$201K +$201K +2,300 New
GRP
342
Global Retirement Partners
California
$196K +$184K +2,148 +1,481%
KBC Group
343
KBC Group
Belgium
$195K – – –
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$189K -$32.3K -369 -15%
First Manhattan
345
First Manhattan
New York
$184K – – –
FBC
346
Fairfield, Bush & Co
Connecticut
$175K +$175K +1,995 New
EMFAT
347
Emerald Mutual Fund Advisers Trust
Pennsylvania
$152K +$21.5K +245 +16%
Bessemer Group
348
Bessemer Group
New Jersey
$141K – – –
HIIFS
349
Harel Insurance Investments & Financial Services
Israel
$136K -$71.9K -819 -35%
SAM
350
Shell Asset Management
Netherlands
$118K -$29.7K -339 -20%
12 13
14
15 16