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424 hedge funds and large institutions have $8.64B invested in XPO in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 114 increasing their positions, 166 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

26% more capital invested

Capital invested by funds: $6.88B → $8.64B (+$1.76B)

19% more call options, than puts

Call options by funds: $258M | Put options by funds: $218M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

2% more funds holding

Funds holding: 415424 (+9)

1% less ownership

Funds ownership: 100.76%99.76% (-1%)

31% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 166

Holders
424
Holders Change
+9
Holders Change %
+2.17%
% of All Funds
6.73%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
51
Increased
114
Reduced
166
Closed
39
Calls
$258M
Puts
$218M
Net Calls
+$40.3M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
351
Country Trust Bank
Illinois
$24.3K
IA
352
IFP Advisors
Florida
$24.1K -$138 -2 -0.6%
CAM
353
Chesapeake Asset Management
New York
$22.4K
FWM
354
Focused Wealth Management
New York
$22.4K
SA
355
SRH Advisors
Kansas
$21.7K
TWC
356
TD Waterhouse Canada
Ontario, Canada
$21.3K
LFG
357
Larson Financial Group
Missouri
$21K
M
358
MOTCO
Texas
$20.1K +$15.5K +225 +511%
BF
359
BOK Financial
Oklahoma
$19.1K +$138 +2 +0.8%
PA
360
Parallel Advisors
California
$18.9K
RTC
361
Riverview Trust Company
Washington
$18.7K
JWA
362
JFS Wealth Advisors
Pennsylvania
$17.4K +$10.8K +157 +207%
SWM
363
Spire Wealth Management
Virginia
$14.9K
WIM
364
Westside Investment Management
California
$14.9K
MFT
365
Moisand Fitzgerald Tamayo
Florida
$14.9K +$13.8K +200 New
SSB
366
Sandy Spring Bank
Maryland
$14.3K
AA
367
AlphaMark Advisors
Kentucky
$13K -$5.31K -77 -30%
C
368
Covestor
United Kingdom
$12K -$64.7K -938 -86%
HCP
369
Hexagon Capital Partners
Arkansas
$11.9K -$207 -3 -2%
UB
370
UMB Bank
Missouri
$11.3K +$5.66K +82 +117%
CWM
371
Compass Wealth Management
Connecticut
$11.2K
GRP
372
Global Retirement Partners
California
$10.8K +$1.45K +21 +17%
PFBT
373
Parkside Financial Bank & Trust
Missouri
$10.4K
LC
374
Lindbrook Capital
California
$9.86K +$207 +3 +2%
BFEC
375
Benjamin F. Edwards & Company
Missouri
$9K

XPO Hedge Fund Activity: Q3 2023 in Review

424 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q3 2023, worth a combined $8.64B — up 26% from $6.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XPO positions and 39 closed out — a net gain of 12 holders — while 114 added to existing stakes and 166 trimmed.

The largest buyer was Capital World Investors, adding an estimated $218M. The largest seller was Orbis Allan Gray, cutting an estimated $125M.

  • 424 institutional investors held XPO (XPO) as of Q3 2023, up from 415 in Q2 2023.
  • Funds reported $8.64B of XPO stock for Q3 2023, up 26% quarter-over-quarter.
  • 51 funds opened new XPO positions in Q3 2023 and 39 closed out, a net change of +12 holders.
  • The largest XPO buyer in Q3 2023 was Capital World Investors, an estimated $218M added.
  • The largest XPO seller in Q3 2023 was Orbis Allan Gray, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2023.