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XPO
XPO

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in XPO in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+43
Holders Change %
+10.19%
% of All Funds
6.82%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
87
Increased
130
Reduced
158
Closed
39
Calls
$271M
Puts
$255M
Net Calls
+$15.9M
Net Calls Change
-$24.5M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$814M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
Norges Bank
3
Norges Bank
Norway
$79.6M
4
Capital World Investors
4
Capital World Investors
California
$381M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$67.9M
2
EC
2
Eminence Capital
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$56.4M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$223M
5
FCM
5
Frontier Capital Management
Massachusetts
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
401
Farther Finance Advisors
California
$13.8K +$5.87K +67 +74%
JFGIW
402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.2K +$13.2K +151 New
CWM
403
Compass Wealth Management
Connecticut
$13.1K – – –
HCP
404
Hexagon Capital Partners
Arkansas
$12.8K -$1.14K -13 -8%
LC
405
Lindbrook Capital
California
$12.4K +$788 +9 +7%
UB
406
UMB Bank
Missouri
$12.3K -$1.05K -12 -8%
PFBT
407
Parkside Financial Bank & Trust
Missouri
$12.2K – – –
PS
408
Principal Securities
Iowa
$11.6K +$11.6K +132 New
NB
409
NBT Bank
New York
$11.3K +$11.3K +129 New
LFA
410
LGT Financial Advisors
Texas
$9.64K +$9.64K +110 New
CAL
411
Capital Analysts LLC
Pennsylvania
$9K – – –
NICM
412
Neo Ivy Capital Management
New York
$9K +$9K +98 New
SIS
413
Strategic Investment Solutions
Illinois
$8.76K -$543K -6,200 -98%
BWL
414
Bogart Wealth LLC
Virginia
$8.76K – – –
WAM
415
WFA Asset Management
Wisconsin
$8.76K – – –
DAM
416
Delta Asset Management
Tennessee
$8.76K – – –
TFA
417
Toth Financial Advisory
Virginia
$8.76K – – –
HIA
418
Harbor Investment Advisory
Maryland
$8.58K – – –
LB
419
Legacy Bridge
Iowa
$7.88K +$7.88K +90 New
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$7.1K +$1.14K +13 +19%
WT
421
Whittier Trust
California
$6.92K – – –
CFD
422
Creative Financial Designs
Indiana
$6.66K – – –
TC
423
Truvestments Capital
Florida
$6.39K – – –
PMFA
424
Plante Moran Financial Advisors
Michigan
$6.31K – – –
PK
425
Pflug Koory
Nebraska
$6.13K – – –
15 16
17
18 19