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XPO
XPO

Overview Fund Activity

504 hedge funds and large institutions have $10.2B invested in XPO in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+25
Holders Change %
+5.22%
% of All Funds
8.87%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
78
Increased
189
Reduced
149
Closed
49
Calls
$70.2M
Puts
$107M
Net Calls
-$36.9M
Net Calls Change
-$99.8M

Top Buyers

1
BlackRock
BlackRock
New York
$1.16B
2
AAM
Ardevora Asset Management
United Kingdom
$58.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$48.2M
4
Federated Hermes
Federated Hermes
Pennsylvania
$153M
5
Primecap Management
Primecap Management
California
$34.7M

Top Sellers

1
SHIM
Spruce House Investment Management
New York
$61.7M
2
OAG
Orbis Allan Gray
Bermuda
$1.58B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$371M
4
Vanguard Group
Vanguard Group
Pennsylvania
$956M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
376
Gries Financial
Ohio
$352K +$352K +7,124 New
VFA
377
Values First Advisors
Tennessee
$345K +$33.4K +784 +11%
SC
378
Scotia Capital
Ontario, Canada
$342K -$69.5K -1,630 -17%
BAM
379
Belpointe Asset Management
Nevada
$342K +$54.4K +1,449 +19%
BC
380
Bridgefront Capital
Texas
$327K +$54.7K +1,281 +20%
JCM
381
Jag Capital Management
Missouri
$317K +$43.2K +1,012 +16%
ATC
382
Argent Trust Co
Tennessee
$313K – – –
AWM
383
AE Wealth Management
Kansas
$313K +$1.62K +38 +0.5%
I
384
INVST
Indiana
$308K -$194K -4,033 -39%
NCM
385
Noesis Capital Mangement
Florida
$308K – – –
BSSFA
386
Baron Silver Stevens Financial Advisors
Florida
$305K – – –
UIM
387
USS Investment Management
United Kingdom
$300K – – –
FFWM
388
Future Financial Wealth Management
Ohio
$298K – – –
TFA
389
Teamwork Financial Advisors
Texas
$284K – – –
NHC
390
Nicholas Hoffman & Company
Georgia
$280K +$2.69K +63 +1%
AWS
391
AJ Wealth Strategies
New York
$277K – – –
LCM
392
Laurion Capital Management
New York
$276K -$67.7K -1,587 -20%
SMF
393
Sterling Manor Financial
New York
$264K – – –
Brown Advisory
394
Brown Advisory
Maryland
$257K – – –
CAN
395
Cetera Advisor Networks
California
$250K +$1.75K +41 +0.7%
SW
396
SkyOak Wealth
Michigan
$249K – – –
FRM
397
Fox Run Management
Connecticut
$232K +$232K +5,442 New
FBT
398
First Bank & Trust
South Dakota
$231K +$6.39K +150 +3%
PA
399
Parallel Advisors
California
$228K +$1.5K +35 +0.7%
PI
400
PFS Investments
Georgia
$228K +$228K +5,352 New
14 15
16
17 18