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412 hedge funds and large institutions have $3.55B invested in XPO in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 44 increasing their positions, 309 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 426412 (-14)

13% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 68

16% less call options, than puts

Call options by funds: $71.3M | Put options by funds: $85.1M

24% less capital invested

Capital invested by funds: $4.65B → $3.55B (-$1.11B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

59.09% less ownership

Funds ownership: 152.88%93.79% (-59%)

86% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 309

Holders
412
Holders Change
-14
Holders Change %
-3.29%
% of All Funds
6.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
59
Increased
44
Reduced
309
Closed
68
Calls
$71.3M
Puts
$85.1M
Net Calls
-$13.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
351
Kistler-Tiffany Companies
Pennsylvania
$4.13K -$2.86K -85 -41%
SBL
352
Sargent Bickham Lagudis
Colorado
$3.93K -$2.73K -81 -41%
GRP
353
Global Retirement Partners
California
$3.66K -$1.95K -58 -35%
HI
354
Harbour Investments
Wisconsin
$3.6K +$3.47K +103 +2,060%
FHA
355
First Horizon Advisors
Tennessee
$3.53K -$7.08K -210 -66%
BWL
356
Bogart Wealth LLC
Virginia
$3.33K -$2.29K -68 -40%
HNWAG
357
High Net Worth Advisory Group
Florida
$3.33K -$2.29K -68 -40%
TFA
358
Toth Financial Advisory
Virginia
$3.33K -$2.29K -68 -40%
WAM
359
WFA Asset Management
Wisconsin
$3.33K -$2.29K -68 -40%
DAM
360
Delta Asset Management
Tennessee
$3.33K +$3.37K +100 New
HIA
361
Harbor Investment Advisory
Maryland
$3.26K -$2.26K -67 -41%
EI
362
Ellevest Inc
New York
$3.23K -$2.22K -66 -40%
CAL
363
Capital Analysts LLC
Pennsylvania
$3K -$7.98K -237 -70%
CSB
364
City State Bank
Iowa
$3K -$2.29K -68 -40%
Loomis, Sayles & Company
365
Loomis, Sayles & Company
Massachusetts
$3K +$640 +19 +33%
FFA
366
Farther Finance Advisors
California
$3K +$3.03K +90 New
EARNEST Partners
367
EARNEST Partners
Georgia
$2.83K -$1.95K -58 -41%
WT
368
Whittier Trust
California
$2.63K -$4.08K -121 -61%
TC
369
Truvestments Capital
Florida
$2.43K -$1.68K -50 -41%
PMFA
370
Plante Moran Financial Advisors
Michigan
$2.4K -$1.65K -49 -40%
BAM
371
Byrne Asset Management
New Jersey
$2.33K -$1.62K -48 -41%
MWM
372
Mascoma Wealth Management
New Hampshire
$2.33K -$1.62K -48 -41%
LC
373
Lindbrook Capital
California
$2.2K +$1.04K +31 +89%
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$2K -$4.99K -148 -70%
ST
375
Smithfield Trust
Pennsylvania
$2K -$1.72K -51 -40%

XPO Hedge Fund Activity: Q4 2022 in Review

412 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2022, worth a combined $3.55B — down 24% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of XPO and 59 opened new positions — a net loss of 9 holders — while 309 trimmed existing stakes and 44 added.

The largest buyer was Channing Capital Management, adding an estimated $56M. The largest seller was MFN Partners, cutting an estimated $292M.

  • 412 institutional investors held XPO (XPO) as of Q4 2022, down from 426 in Q3 2022.
  • Funds reported $3.55B of XPO stock for Q4 2022, down 24% quarter-over-quarter.
  • 59 funds opened new XPO positions in Q4 2022 and 68 closed out, a net change of -9 holders.
  • The largest XPO buyer in Q4 2022 was Channing Capital Management, an estimated $56M added.
  • The largest XPO seller in Q4 2022 was MFN Partners, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2022.