XPO icon

XPO
XPO

Overview Fund Activity

523 hedge funds and large institutions have $13.6B invested in XPO in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 135 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+58
Holders Change %
+12.47%
% of All Funds
7.58%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
108
Increased
135
Reduced
182
Closed
45
Calls
$419M
Puts
$455M
Net Calls
-$36.6M
Net Calls Change
-$52.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.25B
2
Invesco
Invesco
Georgia
$223M
3
Fidelity International
Fidelity International
Bermuda
$305M
4
SAM
Scopus Asset Management
New York
$98M
5
ClearBridge Investments
ClearBridge Investments
New York
$273M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$547M
2
OAG
Orbis Allan Gray
Bermuda
$524M
3
Morgan Stanley
Morgan Stanley
New York
$152M
4
AllianceBernstein
AllianceBernstein
Tennessee
$99.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
376
CI Investments Inc
Ontario, Canada
$248K -$15.3K -126 -6%
CCWM
377
Cassaday & Co Wealth Management
Virginia
$244K +$244K +2,000 New
PCMH
378
Polymer Capital Management (HK)
Hong Kong
$244K +$244K +2,000 New
FFO
379
Fiduciary Family Office
Florida
$244K +$244K +2,000 New
FBC
380
Fairfield, Bush & Co
Connecticut
$243K – – –
CA
381
Cetera Advisors
Colorado
$235K +$235K +1,928 New
MML Investors Services
382
MML Investors Services
Massachusetts
$232K +$232K +1,899 New
SI
383
Stephens Inc
Arkansas
$231K -$103K -844 -31%
PIA
384
Perennial Investment Advisors
California
$229K +$229K +1,880 New
VT
385
Vise Technologies
New York
$228K -$67.1K -550 -23%
VA
386
Vident Advisory
Georgia
$228K +$228K +1,867 New
PAS
387
Park Avenue Securities
New York
$226K +$226K +1,853 New
RWB
388
RMR Wealth Builders
New Jersey
$225K +$225K +1,847 New
N
389
Numerai
California
$221K +$221K +1,809 New
MFAM
390
Motley Fool Asset Management
Virginia
$221K +$221K +1,807 New
MCM
391
MAI Capital Management
Ohio
$214K +$214K +1,753 New
SI
392
Seeds Investor
New York
$212K +$212K +1,739 New
SSA
393
South Street Advisors
New York
$212K +$212K +1,735 New
HCMT
394
Highland Capital Management (Tennessee)
Tennessee
$211K +$211K +1,729 New
Legacy Financial Group (Iowa)
395
Legacy Financial Group (Iowa)
Iowa
$204K +$204K +1,675 New
CB
396
Commerce Bank
Missouri
$201K +$201K +1,647 New
Bessemer Group
397
Bessemer Group
New Jersey
$197K – – –
WT
398
Washington Trust
Rhode Island
$159K – – –
EMFAT
399
Emerald Mutual Fund Advisers Trust
Pennsylvania
$157K -$53.7K -440 -25%
FIM
400
Fernwood Investment Management
Massachusetts
$146K +$146K +1,200 New
14 15
16
17 18