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XPO
XPO

Overview Fund Activity

538 hedge funds and large institutions have $15.4B invested in XPO in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 185 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+13
Holders Change %
+2.48%
% of All Funds
7.16%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
83
Increased
173
Reduced
185
Closed
63
Calls
$218M
Puts
$221M
Net Calls
-$2.54M
Net Calls Change
+$18M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.79B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$232M
3
Capital World Investors
Capital World Investors
California
$1.02B
4
BlackRock
BlackRock
New York
$1.55B
5
UBS Group
UBS Group
Switzerland
$96.3M

Top Sellers

1
DCP
D1 Capital Partners
New York
$267M
2
Fidelity International
Fidelity International
Bermuda
$82.2M
3
OAG
Orbis Allan Gray
Bermuda
$392M
4
CM
Cercano Management
Washington
$302M
5
Bank of America
Bank of America
North Carolina
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
376
KeyBank National Association
Ohio
$252K +$252K +1,922 New
EFS
377
Essex Financial Services
Connecticut
$248K -$4.07K -31 -2%
SCM
378
Sterling Capital Management
North Carolina
$242K -$31.5K -240 -11%
VT
379
Vise Technologies
New York
$241K +$241K +1,841 New
FFG
380
Fortem Financial Group
California
$237K -$29.1K -222 -11%
FPGT
381
Financial Partners Group (Tennessee)
Tennessee
$233K -$1.01M -7,719 -81%
PCM
382
Penn Capital Management
Pennsylvania
$231K -$88.6K -676 -28%
P
383
&Partners
Tennessee
$230K +$230K +1,663 New
GC
384
Guggenheim Capital
Illinois
$228K -$27.9K -213 -11%
SSA
385
South Street Advisors
New York
$228K +$228K +1,735 New
PWM
386
Paulson Wealth Management
Illinois
$225K +$225K +1,716 New
MFAM
387
Motley Fool Asset Management
Virginia
$225K +$225K +1,714 New
MFG
388
Merit Financial Group
Georgia
$218K +$218K +1,666 New
SW
389
SkyOak Wealth
Michigan
$213K +$213K +1,625 New
DWA
390
Dorsey Wright & Associates
California
$213K -$2.11M -16,098 -91%
AWM
391
Apollon Wealth Management
South Carolina
$209K +$209K +1,590 New
SAM
392
Shell Asset Management
Netherlands
$205K +$48.5K +370 +31%
WF
393
WoodTrust Financial
Wisconsin
$205K +$205K +1,565 New
KPWS
394
Kestra Private Wealth Services
Texas
$201K +$201K +1,534 New
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$170K -$74.4K -567 -30%
TSMHT
396
Thurston Springer Miller Herd & Titak
Indiana
$167K +$126K +958 +302%
S
397
SignatureFD
Georgia
$162K -$10.4K -79 -6%
WT
398
Washington Trust
Rhode Island
$161K -$1.18K -9 -0.7%
WSFS
399
Wilmington Savings Fund Society
Delaware
$149K +$18.1K +138 +14%
GI
400
GAMMA Investing
California
$149K +$25.1K +191 +20%
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