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XPO
XPO

Overview Fund Activity

523 hedge funds and large institutions have $13.6B invested in XPO in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 135 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+58
Holders Change %
+12.47%
% of All Funds
7.58%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
108
Increased
135
Reduced
182
Closed
45
Calls
$419M
Puts
$455M
Net Calls
-$36.6M
Net Calls Change
-$52.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.25B
2
Invesco
Invesco
Georgia
$223M
3
Fidelity International
Fidelity International
Bermuda
$305M
4
SAM
Scopus Asset Management
New York
$98M
5
ClearBridge Investments
ClearBridge Investments
New York
$273M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$547M
2
OAG
Orbis Allan Gray
Bermuda
$524M
3
Morgan Stanley
Morgan Stanley
New York
$152M
4
AllianceBernstein
AllianceBernstein
Tennessee
$99.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
326
Fortem Financial Group
California
$428K -$123K -1,009 -22%
AWM
327
AE Wealth Management
Kansas
$408K +$18.9K +155 +5%
PI
328
PFG Investments
New York
$405K +$405K +3,322 New
Corient Private Wealth
329
Corient Private Wealth
Florida
$399K -$516K -4,225 -56%
BFG
330
Bleakley Financial Group
New Jersey
$391K +$45.6K +374 +13%
SW
331
Simplicity Wealth
New Jersey
$391K +$391K +3,206 New
OTL
332
Oak Thistle LLC
New York
$387K +$387K +3,171 New
ACA
333
Anchor Capital Advisors
Massachusetts
$382K – – –
GRP
334
Global Retirement Partners
California
$374K +$94.6K +775 +34%
QCM
335
Quantinno Capital Management
New York
$372K +$79.6K +653 +27%
Nisa Investment Advisors
336
Nisa Investment Advisors
Missouri
$371K -$5.49K -45 -1%
MYAM
337
Meiji Yasuda Asset Management
Japan
$363K +$363K +2,974 New
CIBC Asset Management
338
CIBC Asset Management
Ontario, Canada
$360K – – –
AC
339
AXQ Capital
New Jersey
$354K +$354K +2,900 New
PCM
340
Penn Capital Management
Pennsylvania
$353K -$121K -995 -26%
PP
341
Paloma Partners
Connecticut
$353K +$353K +2,890 New
LCM
342
Legato Capital Management
California
$351K +$2.93K +24 +0.8%
MFS
343
Mirabella Financial Services
United Kingdom
$350K +$350K +2,890 New
KI
344
Kapitalo Investimentos
Brazil
$346K -$382K -3,131 -52%
UFF
345
USA Financial Formulas
Michigan
$341K -$113K -930 -25%
BAM
346
Belpointe Asset Management
Nevada
$335K -$64.9K -532 -16%
HI
347
Handelsinvest Investeringsforvaltning
Denmark
$326K -$169K -1,387 -34%
QCG
348
Quadrant Capital Group
Ohio
$325K +$14.9K +122 +5%
RFC
349
Regions Financial Corp
Alabama
$320K +$320K +2,624 New
EFG
350
Embree Financial Group
Illinois
$317K – – –
12 13
14
15 16