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XPO
XPO

Overview Fund Activity

504 hedge funds and large institutions have $11.9B invested in XPO in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 175 increasing their positions, 167 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-19
Holders Change %
-3.63%
% of All Funds
7.33%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.15%
New
64
Increased
175
Reduced
167
Closed
74
Calls
$245M
Puts
$221M
Net Calls
+$23.8M
Net Calls Change
+$60.4M

Top Buyers

1
DCP
1
D1 Capital Partners
New York
$272M
2
FPP
2
Findlay Park Partners
United Kingdom
$140M
3
BlackRock
3
BlackRock
New York
$1.16B
4
Citadel Advisors
4
Citadel Advisors
Florida
$154M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.16B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$304M
2
MP
2
MFN Partners
Massachusetts
$1.21B
3
SAM
3
Scopus Asset Management
New York
$0
4
Fidelity International
4
Fidelity International
Bermuda
$189M
5
FCM
5
Frontier Capital Management
Massachusetts
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
351
Greenleaf Trust
Michigan
$243K +$4.99K +47 +2%
Parallax Volatility Advisers
352
Parallax Volatility Advisers
California
$241K +$241K +2,275 New
WJWM
353
Williams Jones Wealth Management
New York
$239K – – –
GC
354
Guggenheim Capital
Illinois
$239K -$10.6K -100 -4%
MM
355
MQS Management
New York
$238K +$238K +2,239 New
SI
356
Stephens Inc
Arkansas
$237K +$36.7K +346 +18%
FFM
357
Forum Financial Management
Illinois
$227K +$318 +3 +0.1%
CCM
358
Coldstream Capital Management
Washington
$226K -$4.35K -41 -2%
BSW
359
Buckingham Strategic Wealth
Missouri
$225K – – –
First Manhattan
360
First Manhattan
New York
$224K – – –
EFS
361
Essex Financial Services
Connecticut
$223K +$223K +1,944 New
PAS
362
Park Avenue Securities
New York
$222K +$25.6K +242 +13%
Lazard Asset Management
363
Lazard Asset Management
New York
$222K +$121K +1,141 +119%
Nomura Holdings
364
Nomura Holdings
Japan
$221K +$221K +2,078 New
SCA
365
Snowden Capital Advisors
New York
$218K -$2.55K -24 -1%
CCWM
366
Cassaday & Co Wealth Management
Virginia
$212K – – –
FFO
367
Fiduciary Family Office
Florida
$212K – – –
FBC
368
Fairfield, Bush & Co
Connecticut
$212K – – –
PIA
369
Perennial Investment Advisors
California
$210K +$10.9K +103 +5%
MML Investors Services
370
MML Investors Services
Massachusetts
$210K +$8.9K +84 +4%
OIAM
371
OFI Invest Asset Management
France
$201K +$191K +1,931 +1,951%
Northwestern Mutual Wealth Management
372
Northwestern Mutual Wealth Management
Wisconsin
$186K +$112K +1,052 +151%
EMFAT
373
Emerald Mutual Fund Advisers Trust
Pennsylvania
$150K +$13.4K +126 +10%
HIIFS
374
Harel Insurance Investments & Financial Services
Israel
$132K +$20.8K +196 +19%
WT
375
Washington Trust
Rhode Island
$132K -$6.26K -59 -5%
13 14
15
16 17