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XPO
XPO

Overview Fund Activity

481 hedge funds and large institutions have $6.77B invested in XPO in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 50 increasing their positions, 377 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-75
Holders Change %
-13.49%
% of All Funds
8.45%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.14%
New
54
Increased
50
Reduced
377
Closed
122
Calls
$117M
Puts
$106M
Net Calls
+$11.3M
Net Calls Change
+$131M

Top Buyers

1
MP
MFN Partners
Massachusetts
$285M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$24.5M
3
IP
Interval Partners
New York
$40.1M
4
WMSA
Weiss Multi-Strategy Advisers
New York
$24.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$48.2M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$873M
2
BlackRock
BlackRock
New York
$739M
3
Vanguard Group
Vanguard Group
Pennsylvania
$712M
4
LAM
Lyrical Asset Management
New York
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
401
Herold Advisors
New York
$59K +$59K +1,262 New
ACM
402
Antonetti Capital Management
Florida
$45K +$45K +959 New
AIC
403
Archer Investment Corporation
Indiana
$43.5K -$31.2K -660 -42%
GWM
404
Geneos Wealth Management
Colorado
$42K -$30.1K -634 -42%
TWM
405
Tradition Wealth Management
Minnesota
$41K -$29.5K -625 -42%
IBOK
406
Independence Bank of Kentucky
Kentucky
$40K +$40K +842 New
Cohen & Steers
407
Cohen & Steers
New York
$36K -$70.7K -1,481 -66%
QCG
408
Quadrant Capital Group
Ohio
$31K -$18.6K -390 -37%
Rockefeller Capital Management
409
Rockefeller Capital Management
New York
$28K -$33.1K -722 -54%
PMFA
410
Plante Moran Financial Advisors
Michigan
$26K -$18.7K -389 -42%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$26K -$1.93K -41 -7%
CAL
412
Capital Analysts LLC
Pennsylvania
$26K +$11.9K +248 +85%
FWM
413
Focused Wealth Management
New York
$24K -$17.2K -362 -42%
CM
414
Caption Management
Oklahoma
$24K +$24K +505 New
SA
415
SRH Advisors
Kansas
$23K -$16.5K -351 -42%
IPW
416
IronBridge Private Wealth
Texas
$21K -$15.1K -314 -42%
TPCW
417
TD Private Client Wealth
New York
$20.1K -$14.4K -305 -42%
AA
418
AlphaMark Advisors
Kentucky
$20K -$14.4K -307 -42%
AIM
419
Achmea Investment Management
Netherlands
$20K +$20K +427 New
Koshinski Asset Management
420
Koshinski Asset Management
Illinois
$19.3K +$19.3K +409 New
AF
421
Allworth Financial
California
$18K -$12.9K -274 -42%
NICM
422
Neo Ivy Capital Management
New York
$15K +$15K +327 New
SAI
423
Systematic Alpha Investments
New Jersey
$14K -$10.1K -191 -42%
FPS
424
Fieldpoint Private Securities
Connecticut
$13K -$7.97K -165 -38%
MA
425
MUFG Americas
New York
$13K +$13K +269 New
15 16
17
18 19