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XPO
XPO

Overview Fund Activity

380 hedge funds and large institutions have $3.35B invested in XPO in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
-30
Holders Change %
-7.32%
% of All Funds
6.08%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
47
Increased
113
Reduced
145
Closed
73
Calls
$57.2M
Puts
$53M
Net Calls
+$4.21M
Net Calls Change
+$18M

Top Buyers

1
CM
Cercano Management
Washington
$81.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$34.8M
3
FCM
Frontier Capital Management
Massachusetts
$98.2M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$135M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$180M

Top Sellers

1
ACM
Anomaly Capital Management
New York
$0
2
BlackRock
BlackRock
New York
$313M
3
ECP
Empyrean Capital Partners
California
$0
4
UBS Group
UBS Group
Switzerland
$5.38M
5
Morgan Stanley
Morgan Stanley
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
351
Lindbrook Capital
California
$1.91K -$191 -6 -9%
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$1.76K -$223 -7 -11%
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$1.66K – – –
LF
354
Lee Financial
Texas
$1.66K +$1.66K +52 New
SC
355
Schubert & Co
Texas
$1.44K -$96 -3 -6%
IGWM
356
ICA Group Wealth Management
Colorado
$1.44K – – –
M
357
MOTCO
Texas
$1.4K – – –
PTC
358
Private Trust Company
Ohio
$1.37K – – –
BCMLT
359
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.18K – – –
GEA
360
Glen Eagle Advisors
New Jersey
$1.12K – – –
Toronto Dominion Bank
361
Toronto Dominion Bank
Ontario, Canada
$1K -$315K -10,070 -100%
MWC
362
MBM Wealth Consultants
Missouri
$1K – – –
BIA
363
Bell Investment Advisors
California
$989 – – –
AF
364
Advisornet Financial
Minnesota
$989 +$160 +5 +19%
GI
365
Gradient Investments
Minnesota
$957 +$96 +3 +11%
YAL
366
Your Advocates Ltd
Texas
$734 – – –
Commonwealth Equity Services
367
Commonwealth Equity Services
Massachusetts
$701 -$113 -3,552 -14%
TCM
368
Tradewinds Capital Management
Washington
$638 – – –
NIC
369
Northwest Investment Counselors
Oregon
$638 +$638 +20 New
SIC
370
SJS Investment Consulting
Ohio
$607 -$32 -1 -5%
RTL
371
Red Tortoise LLC
Georgia
$542 – – –
WWM
372
Wolff Wiese Magana
California
$511 – – –
DI
373
Disciplined Investments
Oklahoma
$510 +$96 +3 +23%
DMBA
374
Deseret Mutual Benefit Administrators
Utah
$447 – – –
GWS
375
Glassman Wealth Services
Virginia
$319 +$96 +3 +43%
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15
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