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507 hedge funds and large institutions have $11.9B invested in XPO in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 176 increasing their positions, 167 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $245M | Put options by funds: $221M

5% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 167

0.29% more ownership

Funds ownership: 96.29%96.57% (+0.29%)

4% less funds holding

Funds holding: 526507 (-19)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.71B)

15% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 75

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
507
Holders Change
-19
Holders Change %
-3.61%
% of All Funds
7.32%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
64
Increased
176
Reduced
167
Closed
75
Calls
$245M
Puts
$221M
Net Calls
+$23.8M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
401
Core Alternative Capital
Georgia
$53.6K
FCT
402
First Community Trust
Iowa
$53.1K
BFEC
403
Benjamin F. Edwards & Company
Missouri
$44K -$217K -1,938 -82%
CI Investments Inc
404
CI Investments Inc
Ontario, Canada
$44K -$182K -1,620 -80%
CLOS
405
Compagnie Lombard Odier SCmA
Switzerland
$42.5K
Mirae Asset Global ETFs Holdings
406
Mirae Asset Global ETFs Holdings
Hong Kong
$41.3K +$43.6K +389 New
WAG
407
Wiser Advisor Group
Arizona
$41.1K
TSMHT
408
Thurston Springer Miller Herd & Titak
Indiana
$37.5K +$39.6K +353 New
Nomura Asset Management
409
Nomura Asset Management
Japan
$36.1K
IAIM
410
International Assets Investment Management
Florida
$35.9K +$37.9K +338 New
LSA
411
Leonteq Securities AG
Switzerland
$35.2K +$27.8K +248 +295%
LFG
412
Larson Financial Group
Missouri
$34.8K +$5.27K +47 +17%
CTB
413
Country Trust Bank
Illinois
$34.5K
OP
414
ORG Partners
Indiana
$32.2K +$1.34K +12 +4%
RA
415
Rise Advisors
New York
$32.2K
CAM
416
Chesapeake Asset Management
New York
$31.8K
FWM
417
Focused Wealth Management
New York
$31.8K +$33.6K +300 New
BTI
418
Blue Trust Inc
Georgia
$31.6K +$28.9K +258 +25,800%
SA
419
SRH Advisors
Kansas
$30.8K
PTC
420
Private Trust Company
Ohio
$30.1K +$10.2K +91 +47%
M
421
MOTCO
Texas
$28.6K
EWA
422
EverSource Wealth Advisors
Alabama
$28.1K +$1.46K +13 +6%
A
423
AlphaQuest
New York
$28K +$29.6K +264 New
RTC
424
Riverview Trust Company
Washington
$26.6K
SWS
425
SYSTM Wealth Solutions
Illinois
$24.8K +$9.08K +81 +53%