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XPO
XPO

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in XPO in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+43
Holders Change %
+10.19%
% of All Funds
6.82%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
87
Increased
130
Reduced
158
Closed
39
Calls
$271M
Puts
$255M
Net Calls
+$15.9M
Net Calls Change
-$24.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$814M
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
Norges Bank
Norges Bank
Norway
$79.6M
4
Capital World Investors
Capital World Investors
California
$381M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
Millennium Management
Millennium Management
New York
$67.9M
2
EC
Eminence Capital
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$56.4M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$223M
5
FCM
Frontier Capital Management
Massachusetts
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
351
Washington Trust
Rhode Island
$114K – – –
SIC
352
Salem Investment Counselors
North Carolina
$98.1K – – –
AA
353
Addison Advisors
Vermont
$94.2K – – –
Lazard Asset Management
354
Lazard Asset Management
New York
$89K +$89K +1,025 New
BCV
355
Banque Cantonale Vaudoise
Switzerland
$88K – – –
Nomura Asset Management
356
Nomura Asset Management
Japan
$87.6K – – –
WAM
357
Wolverine Asset Management
Illinois
$85K +$85K +970 New
VC
358
Vestor Capital
Illinois
$74K – – –
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$70K +$14.1K +160 +25%
HT
360
Headlands Technologies
Illinois
$68.6K +$68.6K +783 New
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$68.4K -$10.6K -121 -13%
CMBA
362
C.M. Bidwell & Associates
Hawaii
$67.9K +$67.9K +775 New
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$66.1K +$2.02K +23 +3%
SPIA
364
Steward Partners Investment Advisory
New York
$65.7K -$8.76K -100 -12%
WTC
365
WhitTier Trust Company
Nevada
$65.7K – – –
QC
366
Quent Capital
New York
$63.9K +$16K +183 +34%
HMS
367
Hanseatic Management Services
New Mexico
$51.1K +$788 +9 +2%
S
368
SignatureFD
Georgia
$50.5K +$7.62K +87 +18%
AF
369
Allworth Financial
California
$48.7K +$613 +7 +1%
TWM
370
Tradition Wealth Management
Minnesota
$48K – – –
GI
371
GAMMA Investing
California
$45.5K +$45.5K +533 New
TPCW
372
TD Private Client Wealth
New York
$44.9K – – –
CAC
373
Core Alternative Capital
Georgia
$44.2K – – –
PCM
374
Penserra Capital Management
California
$44K +$44K +505 New
FCT
375
First Community Trust
Iowa
$43.8K – – –
13 14
15
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