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XPO
XPO

Overview Fund Activity

538 hedge funds and large institutions have $15.4B invested in XPO in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 185 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+13
Holders Change %
+2.48%
% of All Funds
7.16%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
83
Increased
173
Reduced
185
Closed
63
Calls
$218M
Puts
$221M
Net Calls
-$2.54M
Net Calls Change
+$18M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$279M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$232M
3
Capital World Investors
Capital World Investors
California
+$210M
4
BlackRock
BlackRock
New York
+$125M
5
UBS Group
UBS Group
Switzerland
+$81.3M

Top Sellers

1
DCP
D1 Capital Partners
New York
-$351M
2
Fidelity International
Fidelity International
Bermuda
-$133M
3
OAG
Orbis Allan Gray
Bermuda
-$111M
4
CM
Cercano Management
Washington
-$110M
5
Bank of America
Bank of America
North Carolina
-$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
351
Coldstream Capital Management
Washington
$307K +$13.2K +101 +5%
TC
352
TownSquare Capital
Utah
$304K +$21.2K +162 +8%
WJWM
353
Williams Jones Wealth Management
New York
$295K – – –
SI
354
Stephens Inc
Arkansas
$293K -$18.8K -143 -6%
First Manhattan
355
First Manhattan
New York
$290K +$13.4K +102 +5%
ASG
356
Ariston Services Group
California
$288K – – –
CG
357
Cynosure Group
Utah
$288K -$139K -1,057 -33%
MML Investors Services
358
MML Investors Services
Massachusetts
$284K +$1.05K +8 +0.4%
PTP
359
Platform Technology Partners
New York
$284K +$284K +2,161 New
PAS
360
Park Avenue Securities
New York
$282K +$2.75K +21 +1%
FFM
361
Forum Financial Management
Illinois
$281K – – –
NWAG
362
Net Worth Advisory Group
Utah
$280K +$1.84K +14 +0.7%
PIA
363
Perennial Investment Advisors
California
$275K +$21K +160 +8%
HAG
364
HighPoint Advisor Group
Illinois
$273K +$25.8K +174 +10%
PCM
365
Prelude Capital Management
New York
$268K +$268K +2,046 New
OF
366
Optimize Financial
California
$265K +$265K +2,019 New
CCWM
367
Cassaday & Co Wealth Management
Virginia
$262K – – –
HVIA
368
Hudson Valley Investment Advisors
New York
$262K +$262K +2,000 New
EH
369
Equitable Holdings
New York
$262K +$262K +1,997 New
WPC
370
Wedmont Private Capital
Pennsylvania
$261K +$261K +1,946 New
Legacy Financial Group (Iowa)
371
Legacy Financial Group (Iowa)
Iowa
$260K +$260K +1,983 New
Vontobel Holding
372
Vontobel Holding
Switzerland
$259K +$259K +1,978 New
AFG
373
Atomi Financial Group
New York
$258K +$8.26K +63 +3%
CB
374
Commerce Bank
Missouri
$256K -$393 -3 -0.2%
FAT
375
First American Trust
California
$254K -$65.8K -502 -21%
13 14
15
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