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507 hedge funds and large institutions have $11.9B invested in XPO in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 176 increasing their positions, 167 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $245M | Put options by funds: $221M

5% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 167

0.29% more ownership

Funds ownership: 96.29%96.57% (+0.29%)

4% less funds holding

Funds holding: 526507 (-19)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.71B)

15% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 75

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
507
Holders Change
-19
Holders Change %
-3.61%
% of All Funds
7.32%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
64
Increased
176
Reduced
167
Closed
75
Calls
$245M
Puts
$221M
Net Calls
+$23.8M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
326
LRT Capital Management
Texas
$329K +$347K +3,098 New
AAS
327
Avantax Advisory Services
Texas
$327K +$345K +3,077 New
Nisa Investment Advisors
328
Nisa Investment Advisors
Missouri
$323K
AGM
329
Alpine Global Management
New York
$320K +$338K +3,015 New
YIH
330
Y-Intercept (HK)
Hong Kong
$318K -$1.16M -10,386 -78%
DB
331
Danske Bank
Denmark
$316K +$131K +1,169 +65%
AWM
332
AE Wealth Management
Kansas
$315K -$41.5K -370 -11%
MYAM
333
Meiji Yasuda Asset Management
Japan
$311K -$4.82K -43 -1%
PL
334
Perpetual Ltd
Australia
$308K -$67.7K -604 -17%
KBC Group
335
KBC Group
Belgium
$308K +$45.4K +405 +16%
LCM
336
Legato Capital Management
California
$306K +$1.34K +12 +0.4%
BAM
337
Belpointe Asset Management
Nevada
$301K +$10.1K +90 +3%
QCG
338
Quadrant Capital Group
Ohio
$300K +$17.7K +158 +6%
GCP
339
GSA Capital Partners
United Kingdom
$286K -$303K -2,703 -50%
EFG
340
Embree Financial Group
Illinois
$275K
BCI
341
Brinker Capital Investments
Pennsylvania
$273K +$44.8K +400 +18%
OPS
342
Orion Portfolio Solutions
Nebraska
$273K +$44.8K +400 +18%
VA
343
Vident Advisory
Georgia
$269K +$74.8K +667 +36%
TPA
344
Trivium Point Advisory
Connecticut
$264K +$279K +2,490 New
PCM
345
Penn Capital Management
Pennsylvania
$264K -$45.5K -406 -14%
TI
346
Tidal Investments
Wisconsin
$262K -$607K -5,416 -69%
FAT
347
First American Trust
California
$259K -$9.87K -88 -3%
JCM
348
Jag Capital Management
Missouri
$257K -$139K -1,239 -34%
FCBT
349
First Citizens Bank & Trust
North Carolina
$256K +$270K +2,408 New
ACM
350
Aquatic Capital Management
Illinois
$255K -$2.26M -20,200 -89%