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426 hedge funds and large institutions have $4.65B invested in XPO in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 173 increasing their positions, 128 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 128

9.79% more ownership

Funds ownership: 143.09%152.88% (+9.8%)

1% less capital invested

Capital invested by funds: $4.71B → $4.65B (-$59.3M)

2% less funds holding

Funds holding: 436426 (-10)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

12% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 50

20% less call options, than puts

Call options by funds: $142M | Put options by funds: $177M

Holders
426
Holders Change
-10
Holders Change %
-2.29%
% of All Funds
7.34%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
44
Increased
173
Reduced
128
Closed
50
Calls
$142M
Puts
$177M
Net Calls
-$35M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
376
UMB Bank
Missouri
$4K -$2.99K -96 -45%
HIA
377
Harbor Investment Advisory
Maryland
$4K -$62 -2 -1%
CFFP
378
Center for Financial Planning
Michigan
$4K
CSB
379
City State Bank
Iowa
$4K
CA
380
Crewe Advisors
Utah
$4K
EARNEST Partners
381
EARNEST Partners
Georgia
$4K
FF
382
FourThought Financial
Florida
$4K
HNWAG
383
High Net Worth Advisory Group
Florida
$4K
TFA
384
Toth Financial Advisory
Virginia
$4K
EI
385
Ellevest Inc
New York
$4K +$4.33K +139 +579%
TWP
386
TFO Wealth Partners
Ohio
$4K +$5.23K +168 New
PTC
387
Private Trust Company
Ohio
$3K -$51.6K -1,657 -94%
BAM
388
Byrne Asset Management
New Jersey
$3K
EW
389
Evoke Wealth
California
$3K
MWM
390
Mascoma Wealth Management
New Hampshire
$3K
PK
391
Pflug Koory
Nebraska
$3K
PMFA
392
Plante Moran Financial Advisors
Michigan
$3K
ST
393
Smithfield Trust
Pennsylvania
$3K
TCWA
394
Ten Capital Wealth Advisors
Washington
$3K
TC
395
Truvestments Capital
Florida
$3K
TFGT
396
TS Financial Group (TSFG)
Illinois
$2K
SC
397
Schubert & Co
Texas
$2K +$125 +4 +5%
Loomis, Sayles & Company
398
Loomis, Sayles & Company
Massachusetts
$2K +$1.77K +57 New
BTI
399
Blue Trust Inc
Georgia
$2K +$1.99K +64 +914%
M
400
MOTCO
Texas
$2K +$2.31K +74 New

XPO Hedge Fund Activity: Q3 2022 in Review

426 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q3 2022, worth a combined $4.65B — down 1.3% from $4.71B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of XPO and 44 opened new positions — a net loss of 6 holders — while 128 trimmed existing stakes and 173 added.

The largest buyer was MFN Partners, adding an estimated $81.5M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $16M sold.

  • 426 institutional investors held XPO (XPO) as of Q3 2022, down from 436 in Q2 2022.
  • Funds reported $4.65B of XPO stock for Q3 2022, down 1.3% quarter-over-quarter.
  • 44 funds opened new XPO positions in Q3 2022 and 50 closed out, a net change of -6 holders.
  • The largest XPO buyer in Q3 2022 was MFN Partners, an estimated $81.5M added.
  • The largest XPO seller in Q3 2022 was ExodusPoint Capital Management, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.