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XPO
XPO

Overview Fund Activity

523 hedge funds and large institutions have $13.6B invested in XPO in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 135 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+58
Holders Change %
+12.47%
% of All Funds
7.58%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
108
Increased
135
Reduced
182
Closed
45
Calls
$419M
Puts
$455M
Net Calls
-$36.6M
Net Calls Change
-$52.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.25B
2
Invesco
Invesco
Georgia
$223M
3
Fidelity International
Fidelity International
Bermuda
$305M
4
SAM
Scopus Asset Management
New York
$98M
5
ClearBridge Investments
ClearBridge Investments
New York
$273M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$547M
2
OAG
Orbis Allan Gray
Bermuda
$524M
3
Morgan Stanley
Morgan Stanley
New York
$152M
4
AllianceBernstein
AllianceBernstein
Tennessee
$99.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
351
Envestnet Portfolio Solutions
Illinois
$312K +$312K +2,560 New
FAT
352
First American Trust
California
$309K +$309K +2,532 New
CG
353
Cynosure Group
Utah
$305K +$305K +2,503 New
KBC Group
354
KBC Group
Belgium
$304K +$32.3K +265 +12%
BFEC
355
Benjamin F. Edwards & Company
Missouri
$287K +$246K +2,018 +602%
GC
356
Guggenheim Capital
Illinois
$286K -$212K -1,735 -43%
CAM
357
Claret Asset Management
Quebec, Canada
$282K -$22.2K -182 -7%
WJWM
358
Williams Jones Wealth Management
New York
$275K +$275K +2,250 New
SPA
359
Sherbrooke Park Advisers
New York
$274K -$31.4K -257 -10%
GT
360
Greenleaf Trust
Michigan
$274K +$274K +2,246 New
JWCA
361
J.W. Cole Advisors
Florida
$272K +$272K +2,232 New
AI
362
Atom Investors
Texas
$270K +$270K +2,212 New
CCM
363
Coldstream Capital Management
Washington
$265K +$265K +2,173 New
BCI
364
Brinker Capital Investments
Pennsylvania
$265K +$265K +2,170 New
OPS
365
Orion Portfolio Solutions
Nebraska
$265K +$265K +2,170 New
CMF
366
Counterpoint Mutual Funds
California
$263K +$263K +2,157 New
First Trust Advisors
367
First Trust Advisors
Illinois
$261K -$99.3K -814 -28%
FFM
368
Forum Financial Management
Illinois
$261K +$261K +2,135 New
CC
369
Centiva Capital
New York
$260K +$260K +2,133 New
MAM
370
Morse Asset Management
Connecticut
$259K -$179K -1,462 -41%
BSW
371
Buckingham Strategic Wealth
Missouri
$259K +$259K +2,121 New
First Manhattan
372
First Manhattan
New York
$257K – – –
SCA
373
Snowden Capital Advisors
New York
$254K +$254K +2,082 New
CIP
374
Convergence Investment Partners
Florida
$254K +$254K +2,078 New
SAM
375
Silvercrest Asset Management
New York
$252K +$252K +2,067 New
13 14
15
16 17