We are live on ! Find out more

507 hedge funds and large institutions have $11.9B invested in XPO in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 176 increasing their positions, 167 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $245M | Put options by funds: $221M

5% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 167

0.29% more ownership

Funds ownership: 96.29%96.57% (+0.29%)

4% less funds holding

Funds holding: 526507 (-19)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.71B)

15% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 75

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
507
Holders Change
-19
Holders Change %
-3.61%
% of All Funds
7.32%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
64
Increased
176
Reduced
167
Closed
75
Calls
$245M
Puts
$221M
Net Calls
+$23.8M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
376
Washington Trust
Rhode Island
$132K -$6.61K -59 -5%
Fifth Third Bancorp
377
Fifth Third Bancorp
Ohio
$130K +$47.8K +426 +53%
PS
378
Principal Securities
Iowa
$123K +$36.3K +324 +39%
SIC
379
Salem Investment Counselors
North Carolina
$119K
AA
380
Addison Advisors
Vermont
$114K
BCV
381
Banque Cantonale Vaudoise
Switzerland
$106K
FIA
382
FNY Investment Advisers
New York
$106K +$112K +1,000 New
WAM
383
Wolverine Asset Management
Illinois
$103K
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$96K -$1.91K -17 -2%
Bessemer Group
385
Bessemer Group
New Jersey
$92K -$84.1K -750 -47%
AF
386
Allworth Financial
California
$90.8K +$7.17K +64 +9%
CMBA
387
C.M. Bidwell & Associates
Hawaii
$81.2K
WTC
388
WhitTier Trust Company
Nevada
$79.6K
HFM
389
Harvest Fund Management
China
$79K -$907K -8,090 -92%
QC
390
Quent Capital
New York
$77.4K
SPIA
391
Steward Partners Investment Advisory
New York
$76.5K +$11.2K +100 +16%
MG
392
Mather Group
Illinois
$75.5K +$44.8K +400 +183%
RFS
393
Richardson Financial Services
Massachusetts
$68.1K +$2.69K +24 +4%
GI
394
GAMMA Investing
California
$66.7K +$2.35K +21 +3%
EC
395
EntryPoint Capital
New York
$66.3K +$70.1K +625 New
S
396
SignatureFD
Georgia
$63.3K -$673 -6 -1%
CA
397
Continuum Advisory
Idaho
$63.2K +$5.04K +45 +8%
HMS
398
Hanseatic Management Services
New Mexico
$61.9K
IA
399
IFP Advisors
Florida
$57.1K +$24.7K +220 +69%
PCM
400
Penserra Capital Management
California
$56K +$673 +6 +1%