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XPO
XPO

Overview Fund Activity

422 hedge funds and large institutions have $8.64B invested in XPO in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 113 increasing their positions, 166 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+9
Holders Change %
+2.18%
% of All Funds
6.73%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
51
Increased
113
Reduced
166
Closed
39
Calls
$258M
Puts
$218M
Net Calls
+$40.3M
Net Calls Change
+$70.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$287M
2
Capital Research Global Investors
Capital Research Global Investors
California
$463M
3
Fidelity International
Fidelity International
Bermuda
$156M
4
EC
Eminence Capital
New York
$88.9M
5
Invesco
Invesco
Georgia
$94M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$451M
2
FCM
Frontier Capital Management
Massachusetts
$197M
3
AllianceBernstein
AllianceBernstein
Tennessee
$135M
4
Viking Global Investors
Viking Global Investors
Connecticut
$0
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
376
WFA Asset Management
Wisconsin
$7.47K – – –
DAM
377
Delta Asset Management
Tennessee
$7.47K – – –
TFA
378
Toth Financial Advisory
Virginia
$7.47K – – –
BWL
379
Bogart Wealth LLC
Virginia
$7.47K – – –
HIA
380
Harbor Investment Advisory
Maryland
$7.32K – – –
CSB
381
City State Bank
Iowa
$7K – – –
FFA
382
Farther Finance Advisors
California
$6.72K – – –
EARNEST Partners
383
EARNEST Partners
Georgia
$6.35K – – –
WT
384
Whittier Trust
California
$5.9K – – –
CFD
385
Creative Financial Designs
Indiana
$5.67K – – –
TC
386
Truvestments Capital
Florida
$5.45K – – –
PMFA
387
Plante Moran Financial Advisors
Michigan
$5.38K – – –
PK
388
Pflug Koory
Nebraska
$5.23K – – –
KFI
389
Key Financial Inc
Pennsylvania
$5.08K – – –
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$5.08K +$971 +13 +24%
ST
391
Smithfield Trust
Pennsylvania
$5K – – –
SFG
392
Steward Financial Group
Texas
$5K +$5K +76 New
Mitsubishi UFJ Asset Management
393
Mitsubishi UFJ Asset Management
Japan
$4.55K +$4.55K +61 New
FHA
394
First Horizon Advisors
Tennessee
$4.11K – – –
TFGT
395
TS Financial Group (TSFG)
Illinois
$4K – – –
IPW
396
Impact Partnership Wealth
Georgia
$3.73K -$721K -9,658 -99%
FMII
397
Farmers & Merchants Investments Inc
Nebraska
$3.73K -$149 -2 -4%
PTC
398
Private Trust Company
Ohio
$3.21K – – –
HH
399
HWG Holdings
Texas
$3.14K – – –
TCOV
400
Trust Company of Vermont
Vermont
$2.84K -$207K -2,769 -99%
14 15
16
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