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XPO
XPO

Overview Fund Activity

525 hedge funds and large institutions have $12.4B invested in XPO in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 165 increasing their positions, 173 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+21
Holders Change %
+4.17%
% of All Funds
7.59%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
77
Increased
165
Reduced
173
Closed
53
Calls
$151M
Puts
$171M
Net Calls
-$20.5M
Net Calls Change
-$44.3M

Top Buyers

1
DCP
1
D1 Capital Partners
New York
$506M
2
Capital World Investors
2
Capital World Investors
California
$661M
3
ACM
3
Anomaly Capital Management
New York
$77.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$153M
5
Bank of America
5
Bank of America
North Carolina
$173M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$14.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$42.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$88.6M
4
Millennium Management
4
Millennium Management
New York
$17.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWAG
376
Net Worth Advisory Group
Utah
$228K +$228K +2,120 New
TSS
377
Two Sigma Securities
New York
$227K -$1.39M -12,921 -86%
First Manhattan
378
First Manhattan
New York
$226K – – –
Focus Partners Wealth
379
Focus Partners Wealth
Massachusetts
$225K +$225K +2,095 New
SCM
380
Sterling Capital Management
North Carolina
$224K +$224K +2,087 New
FFG
381
Fortem Financial Group
California
$218K -$161K -1,495 -42%
HAG
382
HighPoint Advisor Group
Illinois
$217K +$217K +1,668 New
CCWM
383
Cassaday & Co Wealth Management
Virginia
$215K – – –
FFO
384
Fiduciary Family Office
Florida
$215K – – –
HCMT
385
Highland Capital Management (Tennessee)
Tennessee
$215K +$215K +2,000 New
EFS
386
Essex Financial Services
Connecticut
$213K -$2.77K -25 -1%
CB
387
Commerce Bank
Missouri
$210K +$210K +1,956 New
GC
388
Guggenheim Capital
Illinois
$210K -$31.6K -294 -13%
PIA
389
Perennial Investment Advisors
California
$208K -$4.73K -44 -2%
AFG
390
Atomi Financial Group
New York
$205K +$205K +1,908 New
SA
391
Sanctuary Advisors
Indiana
$202K +$202K +1,353 New
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$200K +$12.4K +115 +7%
CFM
393
Catalyst Funds Management
Australia
$194K +$194K +1,800 New
IA
394
IFP Advisors
Florida
$170K +$112K +1,046 +194%
NPP
395
New Potomac Partners
Maryland
$161K +$161K +1,500 New
S
396
SignatureFD
Georgia
$141K +$76.9K +715 +120%
CA
397
Continuum Advisory
Idaho
$134K +$45.4K +305 +51%
WT
398
Washington Trust
Rhode Island
$133K – – –
BTI
399
Blue Trust Inc
Georgia
$129K +$102K +957 +369%
SAM
400
Shell Asset Management
Netherlands
$128K +$128K +1,195 New
14 15
16
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