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383 hedge funds and large institutions have $3.35B invested in XPO in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 113 increasing their positions, 146 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $53M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.94% less ownership

Funds ownership: 93.79%90.85% (-2.9%)

6% less capital invested

Capital invested by funds: $3.55B → $3.35B (-$198M)

7% less funds holding

Funds holding: 412383 (-29)

23% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 146

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

Holders
383
Holders Change
-29
Holders Change %
-7.04%
% of All Funds
6.1%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
113
Reduced
146
Closed
74
Calls
$57.2M
Puts
$53M
Net Calls
+$4.21M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
351
Byrne Asset Management
New Jersey
$2K
ST
352
Smithfield Trust
Pennsylvania
$2K
TFGT
353
TS Financial Group (TSFG)
Illinois
$2K
LC
354
Lindbrook Capital
California
$1.91K -$216 -6 -9%
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$1.75K -$252 -7 -11%
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$1.66K
LF
357
Lee Financial
Texas
$1.66K +$1.87K +52 New
SC
358
Schubert & Co
Texas
$1.44K -$108 -3 -6%
IGWM
359
ICA Group Wealth Management
Colorado
$1.44K
M
360
MOTCO
Texas
$1.4K
PTC
361
Private Trust Company
Ohio
$1.37K
BCMLT
362
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.18K
GEA
363
Glen Eagle Advisors
New Jersey
$1.12K
Toronto Dominion Bank
364
Toronto Dominion Bank
Ontario, Canada
$1K -$363K -10,070 -100%
MWC
365
MBM Wealth Consultants
Missouri
$1K
BIA
366
Bell Investment Advisors
California
$989
AF
367
Advisornet Financial
Minnesota
$989 +$180 +5 +19%
GI
368
Gradient Investments
Minnesota
$957 +$108 +3 +11%
YAL
369
Your Advocates Ltd
Texas
$734
Commonwealth Equity Services
370
Commonwealth Equity Services
Massachusetts
$701 -$128K -3,552 -14%
TCM
371
Tradewinds Capital Management
Washington
$638
NIC
372
Northwest Investment Counselors
Oregon
$638 +$720 +20 New
SIC
373
SJS Investment Consulting
Ohio
$607 -$36 -1 -5%
RTL
374
Red Tortoise LLC
Georgia
$542
WWM
375
Wolff Wiese Magana
California
$511

XPO Hedge Fund Activity: Q1 2023 in Review

383 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2023, worth a combined $3.35B — down 5.6% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of XPO and 49 opened new positions — a net loss of 25 holders — while 146 trimmed existing stakes and 113 added.

The largest buyer was Cercano Management, adding an estimated $69.1M. The largest seller was Anomaly Capital Management, exiting entirely with an estimated $96.9M sold.

  • 383 institutional investors held XPO (XPO) as of Q1 2023, down from 412 in Q4 2022.
  • Funds reported $3.35B of XPO stock for Q1 2023, down 5.6% quarter-over-quarter.
  • 49 funds opened new XPO positions in Q1 2023 and 74 closed out, a net change of -25 holders.
  • The largest XPO buyer in Q1 2023 was Cercano Management, an estimated $69.1M added.
  • The largest XPO seller in Q1 2023 was Anomaly Capital Management, an estimated $96.9M sold.

Based on aggregated 13F filings for Q1 2023.