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XPO
XPO

Overview Fund Activity

395 hedge funds and large institutions have $7.26B invested in XPO in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 110 increasing their positions, 157 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+30
Holders Change %
+8.22%
% of All Funds
7.8%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
71
Increased
110
Reduced
157
Closed
29
Calls
$103M
Puts
$81.5M
Net Calls
+$21.5M
Net Calls Change
-$69.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$243M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$40.5M
3
Barclays
Barclays
United Kingdom
$28.3M
4
BAWC
Black-and-white Capital
California
$32.2M
5
BSA
Braun Stacey Associates
New York
$12.1M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$1.49B
2
SHIM
Spruce House Investment Management
New York
$944M
3
EIP
Epoch Investment Partners
New York
$132M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$31M
5
Goldman Sachs
Goldman Sachs
New York
$48.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
351
Winch Advisory Services
Wisconsin
$31K – – –
ASN
352
Advisory Services Network
Georgia
$30K -$624 -23 -2%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$29K +$29K +1,035 New
CIA
354
CSat Investment Advisory
Michigan
$28K +$3.86K +139 +16%
APWM
355
Atlas Private Wealth Management
New York
$28K +$28K +1,012 New
SPIA
356
Steward Partners Investment Advisory
New York
$26K -$75.7K -2,779 -74%
SMFS
357
Squar Milner Financial Services
California
$26K +$26K +977 New
FWM
358
Focused Wealth Management
New York
$24K – – –
SA
359
SRH Advisors
Kansas
$23K – – –
S
360
SignatureFD
Georgia
$22K +$1.34K +49 +6%
EW
361
Evoke Wealth
California
$21.4K – – –
CWP
362
CFM Wealth Partners
Texas
$21K +$21K +651 New
AA
363
AlphaMark Advisors
Kentucky
$20K – – –
GWM
364
Geneos Wealth Management
Colorado
$19K -$2.33K -86 -11%
ACM
365
Allred Capital Management
Texas
$16.6K +$16.6K +601 New
CHAM
366
Clear Harbor Asset Management
Connecticut
$15.9K +$15.9K +578 New
CAW
367
Cornerstone Advisors (Washington)
Washington
$15K – – –
BCA
368
Berman Capital Advisors
Georgia
$13K +$1.8K +66 +16%
OPS
369
Orion Portfolio Solutions
Nebraska
$13K +$13K +468 New
KWM
370
Keebeck Wealth Management
Illinois
$13K +$13K +489 New
DAM
371
Delta Asset Management
Tennessee
$10K – – –
SF
372
Synovus Financial
Georgia
$9K -$11.7K -428 -56%
GAM
373
Gemmer Asset Management
California
$9K – – –
AssetMark Inc
374
AssetMark Inc
California
$8K -$3.83K -144 -32%
IRC
375
Investors Research Corp
Georgia
$8K – – –
13 14
15
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