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XPO
XPO

Overview Fund Activity

413 hedge funds and large institutions have $6.88B invested in XPO in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 96 increasing their positions, 147 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+33
Holders Change %
+8.68%
% of All Funds
6.51%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
92
Increased
96
Reduced
147
Closed
58
Calls
$179M
Puts
$209M
Net Calls
-$30.2M
Net Calls Change
-$34.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$192M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$459M
3
Ameriprise
Ameriprise
Minnesota
$127M
4
Viking Global Investors
Viking Global Investors
Connecticut
$75.6M
5
Citadel Advisors
Citadel Advisors
Florida
$75.7M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$463M
2
AllianceBernstein
AllianceBernstein
Tennessee
$172M
3
AQR Capital Management
AQR Capital Management
Connecticut
$2.68M
4
CCM
Channing Capital Management
Illinois
$86.1M
5
Norges Bank
Norges Bank
Norway
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
351
SRH Advisors
Kansas
$9.25K – – –
CI Investments Inc
352
CI Investments Inc
Ontario, Canada
$9K +$8.66K +154 +2,567%
CWM
353
Compass Wealth Management
Connecticut
$8.85K – – –
PFBT
354
Parkside Financial Bank & Trust
Missouri
$8.2K – – –
LC
355
Lindbrook Capital
California
$7.61K +$4.07K +69 +115%
KTC
356
Kistler-Tiffany Companies
Pennsylvania
$7.32K – – –
GRP
357
Global Retirement Partners
California
$7.32K +$1.42K +24 +24%
HBW
358
Hazlett, Burt & Watson
West Virginia
$7K -$2.82K -50 -29%
BFEC
359
Benjamin F. Edwards & Company
Missouri
$7K – – –
CAL
360
Capital Analysts LLC
Pennsylvania
$6K – – –
CSB
361
City State Bank
Iowa
$6K – – –
MCI
362
MRP Capital Investments
Georgia
$5.9K – – –
WAM
363
WFA Asset Management
Wisconsin
$5.9K – – –
BWL
364
Bogart Wealth LLC
Virginia
$5.9K – – –
DAM
365
Delta Asset Management
Tennessee
$5.9K – – –
TFA
366
Toth Financial Advisory
Virginia
$5.9K – – –
HIA
367
Harbor Investment Advisory
Maryland
$5.78K – – –
FFA
368
Farther Finance Advisors
California
$5.31K – – –
EARNEST Partners
369
EARNEST Partners
Georgia
$5.02K – – –
ST
370
Smithfield Trust
Pennsylvania
$5K – – –
SIS
371
Strategic Investment Solutions
Illinois
$4.75K – – –
WT
372
Whittier Trust
California
$4.66K – – –
CFD
373
Creative Financial Designs
Indiana
$4.48K – – –
JWA
374
JFS Wealth Advisors
Pennsylvania
$4.48K – – –
TC
375
Truvestments Capital
Florida
$4.31K +$4.31K +73 New
13 14
15
16 17