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XPO
XPO

Overview Fund Activity

523 hedge funds and large institutions have $13.6B invested in XPO in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 135 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+58
Holders Change %
+12.47%
% of All Funds
7.58%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
108
Increased
135
Reduced
182
Closed
45
Calls
$419M
Puts
$455M
Net Calls
-$36.6M
Net Calls Change
-$52.5M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.25B
2
Invesco
2
Invesco
Georgia
$223M
3
Fidelity International
3
Fidelity International
Bermuda
$305M
4
SAM
4
Scopus Asset Management
New York
$98M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$273M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$547M
2
OAG
2
Orbis Allan Gray
Bermuda
$524M
3
Morgan Stanley
3
Morgan Stanley
New York
$152M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
401
Salem Investment Counselors
North Carolina
$137K – – –
SAM
402
Shell Asset Management
Netherlands
$134K -$8.79K -83 -6%
AA
403
Addison Advisors
Vermont
$131K – – –
HIIFS
404
Harel Insurance Investments & Financial Services
Israel
$128K -$61.6K -503 -32%
BCV
405
Banque Cantonale Vaudoise
Switzerland
$122K – – –
WAM
406
Wolverine Asset Management
Illinois
$118K – – –
Lazard Asset Management
407
Lazard Asset Management
New York
$116K -$8.24K -68 -7%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$112K +$14.8K +121 +15%
VC
409
Vestor Capital
Illinois
$104K – – –
PS
410
Principal Securities
Iowa
$101K +$85.3K +699 +530%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$97.6K +$5.49K +45 +6%
CMBA
412
C.M. Bidwell & Associates
Hawaii
$93.4K -$1.22K -10 -1%
WTC
413
WhitTier Trust Company
Nevada
$91.5K – – –
AF
414
Allworth Financial
California
$90.3K +$22.5K +184 +33%
QC
415
Quent Capital
New York
$89K – – –
FFWM
416
Future Financial Wealth Management
Ohio
$88.7K +$88.7K +727 New
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$84.9K -$10.4K -85 -11%
SPIA
418
Steward Partners Investment Advisory
New York
$75.8K -$15.7K -129 -17%
RFS
419
Richardson Financial Services
Massachusetts
$75.4K +$75.4K +618 New
GI
420
GAMMA Investing
California
$74.1K +$9.03K +74 +14%
S
421
SignatureFD
Georgia
$73.5K +$3.17K +26 +5%
HMS
422
Hanseatic Management Services
New Mexico
$71.1K – – –
PCM
423
Penserra Capital Management
California
$63K +$2.17K +18 +4%
CA
424
Continuum Advisory
Idaho
$62.2K +$62.2K +550 New
CAC
425
Core Alternative Capital
Georgia
$61.6K – – –
15 16
17
18 19