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383 hedge funds and large institutions have $3.35B invested in XPO in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 113 increasing their positions, 146 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $53M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.94% less ownership

Funds ownership: 93.79%90.85% (-2.9%)

6% less capital invested

Capital invested by funds: $3.55B → $3.35B (-$198M)

7% less funds holding

Funds holding: 412383 (-29)

23% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 146

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

Holders
383
Holders Change
-29
Holders Change %
-7.04%
% of All Funds
6.1%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
113
Reduced
146
Closed
74
Calls
$57.2M
Puts
$53M
Net Calls
+$4.21M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
376
Disciplined Investments
Oklahoma
$510 +$108 +3 +23%
DMBA
377
Deseret Mutual Benefit Administrators
Utah
$447
GWS
378
Glassman Wealth Services
Virginia
$319 +$108 +3 +43%
PWMG
379
Prestige Wealth Management Group
New Jersey
$256 -$1.01K -28 -78%
HI
380
Harbour Investments
Wisconsin
$160 -$3.71K -103 -95%
TWP
381
TFO Wealth Partners
Ohio
$96
HNB
382
Huntington National Bank
Ohio
$32
ACM
383
Anomaly Capital Management
New York
-$96.9M -2,911,665 Closed
ECP
384
Empyrean Capital Partners
California
-$27.2M -816,497 Closed
MP
385
Mangrove Partners
Connecticut
-$10.7M -320,002 Closed
CCM
386
Cinctive Capital Management
New York
-$5.8M -174,330 Closed
DCM
387
Driehaus Capital Management
Illinois
-$4.31M -129,611 Closed
Walleye Capital
388
Walleye Capital
New York
-$3.49M -104,981 Closed
CAM
389
ClariVest Asset Management
California
-$3.37M -101,111 Closed
KMC
390
Kirr Marbach & Co
Indiana
-$3.22M -96,773 Closed
GVAG
391
Great Valley Advisor Group
Delaware
-$2.96M -88,935 Closed
CIC
392
Carnegie Investment Counsel
Ohio
-$1.29M -38,725 Closed
Walleye Trading
393
Walleye Trading
New York
-$1.33M -36,959 Closed
AI
394
Aperture Investors
New York
-$1.11M -33,472 Closed
AIM
395
Aigen Investment Management
New York
-$916K -27,505 Closed
LCS
396
Levin Capital Strategies
New York
-$864K -25,939 Closed
IAN
397
Integrated Advisors Network
Texas
-$861K -25,872 Closed
PSC
398
Portman Square Capital
United Kingdom
-$822K -24,700 Closed
Sumitomo Mitsui Trust Group
399
Sumitomo Mitsui Trust Group
Japan
-$794K -23,857 Closed
FAIM
400
Financial Advocates Investment Management
Washington
-$722K -21,690 Closed

XPO Hedge Fund Activity: Q1 2023 in Review

383 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2023, worth a combined $3.35B — down 5.6% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of XPO and 49 opened new positions — a net loss of 25 holders — while 146 trimmed existing stakes and 113 added.

The largest buyer was Cercano Management, adding an estimated $69.1M. The largest seller was Anomaly Capital Management, exiting entirely with an estimated $96.9M sold.

  • 383 institutional investors held XPO (XPO) as of Q1 2023, down from 412 in Q4 2022.
  • Funds reported $3.35B of XPO stock for Q1 2023, down 5.6% quarter-over-quarter.
  • 49 funds opened new XPO positions in Q1 2023 and 74 closed out, a net change of -25 holders.
  • The largest XPO buyer in Q1 2023 was Cercano Management, an estimated $69.1M added.
  • The largest XPO seller in Q1 2023 was Anomaly Capital Management, an estimated $96.9M sold.

Based on aggregated 13F filings for Q1 2023.