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507 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, 176 increasing their positions, 167 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $245M | Put options by funds: $221M

5% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 167

0.29% more ownership

Funds ownership: 96.29%96.57% (+0.29%)

4% less funds holding

Funds holding: 526507 (-19)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.71B)

15% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 75

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
507
Holders Change
-19
Holders Change %
-3.61%
% of All Funds
7.32%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
64
Increased
176
Reduced
167
Closed
75
Calls
$245M
Puts
$221M
Net Calls
+$23.8M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
351
Occudo Quantitative Strategies
Florida
$250K +$264K +2,359 New
GT
352
Greenleaf Trust
Michigan
$243K +$5.27K +47 +2%
Parallax Volatility Advisers
353
Parallax Volatility Advisers
California
$241K +$255K +2,275 New
WJWM
354
Williams Jones Wealth Management
New York
$239K
GC
355
Guggenheim Capital
Illinois
$239K -$11.2K -100 -4%
MM
356
MQS Management
New York
$238K +$251K +2,239 New
SI
357
Stephens Inc
Arkansas
$237K +$38.8K +346 +18%
FFM
358
Forum Financial Management
Illinois
$227K +$336 +3 +0.1%
CCM
359
Coldstream Capital Management
Washington
$226K -$4.6K -41 -2%
BSW
360
Buckingham Strategic Wealth
Missouri
$225K
First Manhattan
361
First Manhattan
New York
$224K
EFS
362
Essex Financial Services
Connecticut
$223K +$218K +1,944 New
PAS
363
Park Avenue Securities
New York
$222K +$27.1K +242 +13%
Lazard Asset Management
364
Lazard Asset Management
New York
$222K +$128K +1,141 +119%
Nomura Holdings
365
Nomura Holdings
Japan
$221K +$233K +2,078 New
SCA
366
Snowden Capital Advisors
New York
$218K -$2.69K -24 -1%
CCWM
367
Cassaday & Co Wealth Management
Virginia
$212K
FFO
368
Fiduciary Family Office
Florida
$212K
FBC
369
Fairfield, Bush & Co
Connecticut
$212K
PIA
370
Perennial Investment Advisors
California
$210K +$11.5K +103 +5%
MML Investors Services
371
MML Investors Services
Massachusetts
$210K +$9.42K +84 +4%
OIAM
372
OFI Invest Asset Management
France
$201K +$216K +1,931 +1,951%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$186K +$118K +1,052 +151%
EMFAT
374
Emerald Mutual Fund Advisers Trust
Pennsylvania
$150K +$14.1K +126 +10%
HIIFS
375
Harel Insurance Investments & Financial Services
Israel
$132K +$22K +196 +19%