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424 hedge funds and large institutions have $8.64B invested in XPO in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 114 increasing their positions, 166 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

26% more capital invested

Capital invested by funds: $6.88B → $8.64B (+$1.76B)

19% more call options, than puts

Call options by funds: $258M | Put options by funds: $218M

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

2% more funds holding

Funds holding: 415 → 424 (+9)

1% less ownership

Funds ownership: 100.76% → 99.76% (-1%)

31% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 166

Holders
424
Holders Change
+9
Holders Change %
+2.17%
% of All Funds
6.73%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
51
Increased
114
Reduced
166
Closed
39
Calls
$258M
Puts
$218M
Net Calls
+$40.3M
Net Calls Change
+$70.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$218M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$203M
3
Fidelity International
Fidelity International
Bermuda
+$76.1M
4
EC
Eminence Capital
New York
+$47.6M
5
Invesco
Invesco
Georgia
+$37.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$125M
2
FCM
Frontier Capital Management
Massachusetts
-$78.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$76.7M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$75.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$64.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
401
HWG Holdings
Texas
$3.14K – – –
TCOV
402
Trust Company of Vermont
Vermont
$2.84K -$191K -2,769 -99%
CFGS
403
Concourse Financial Group Securities
Alabama
$2.84K +$2.62K +38 New
GEA
404
Glen Eagle Advisors
New Jersey
$2.61K – – –
GBT
405
Grove Bank & Trust
Florida
$2.61K +$2.42K +35 New
Toronto Dominion Bank
406
Toronto Dominion Bank
Ontario, Canada
$2.39K – – –
BCMLT
407
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.18K – – –
AF
408
Advisornet Financial
Minnesota
$2.02K -$276 -4 -13%
LF
409
Lee Financial
Texas
$2.02K – – –
CFS
410
CGC Financial Services
Oregon
$1.87K – – –
YAL
411
Your Advocates Ltd
Texas
$1.72K – – –
SIC
412
SJS Investment Consulting
Ohio
$1.64K +$69 +1 +5%
BIA
413
Bell Investment Advisors
California
$1.49K – – –
TCM
414
Tradewinds Capital Management
Washington
$1.49K – – –
NIC
415
Northwest Investment Counselors
Oregon
$1.49K – – –
RTL
416
Red Tortoise LLC
Georgia
$1.27K – – –
WWM
417
Wolff Wiese Magana
California
$1.2K – – –
GI
418
Gradient Investments
Minnesota
$1.12K – – –
Loomis, Sayles & Company
419
Loomis, Sayles & Company
Massachusetts
$1K -$2.28K -33 -75%
BTI
420
Blue Trust Inc
Georgia
$1K -$1.03K -15 -47%
CAL
421
Capital Advisors Ltd
Ohio
$1K – – –
GWS
422
Glassman Wealth Services
Virginia
$747 – – –
PWMG
423
Prestige Wealth Management Group
New Jersey
$598 – – –
HI
424
Harbour Investments
Wisconsin
$373 – – –
TWP
425
TFO Wealth Partners
Ohio
$177 – – –
15 16
17
18 19

XPO Hedge Fund Activity: Q3 2023 in Review

424 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q3 2023, worth a combined $8.64B — up 26% from $6.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XPO positions and 39 closed out — a net gain of 12 holders — while 114 added to existing stakes and 166 trimmed.

The largest buyer was Capital World Investors, adding an estimated $218M. The largest seller was Orbis Allan Gray, cutting an estimated $125M.

  • 424 institutional investors held XPO (XPO) as of Q3 2023, up from 415 in Q2 2023.
  • Funds reported $8.64B of XPO stock for Q3 2023, up 26% quarter-over-quarter.
  • 51 funds opened new XPO positions in Q3 2023 and 39 closed out, a net change of +12 holders.
  • The largest XPO buyer in Q3 2023 was Capital World Investors, an estimated $218M added.
  • The largest XPO seller in Q3 2023 was Orbis Allan Gray, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2023.