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XPO
XPO

Overview Fund Activity

538 hedge funds and large institutions have $15.4B invested in XPO in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 185 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+13
Holders Change %
+2.48%
% of All Funds
7.16%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
83
Increased
173
Reduced
185
Closed
63
Calls
$218M
Puts
$221M
Net Calls
-$2.54M
Net Calls Change
+$18M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.79B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$232M
3
Capital World Investors
Capital World Investors
California
$1.02B
4
BlackRock
BlackRock
New York
$1.55B
5
UBS Group
UBS Group
Switzerland
$96.3M

Top Sellers

1
DCP
D1 Capital Partners
New York
$267M
2
Fidelity International
Fidelity International
Bermuda
$82.2M
3
OAG
Orbis Allan Gray
Bermuda
$392M
4
CM
Cercano Management
Washington
$302M
5
Bank of America
Bank of America
North Carolina
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
401
Salem Investment Counselors
North Carolina
$147K – – –
AA
402
Addison Advisors
Vermont
$141K – – –
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$136K -$8K -61 -6%
GWM
404
Geneos Wealth Management
Colorado
$135K +$32.7K +249 +32%
RFS
405
Richardson Financial Services
Massachusetts
$129K +$42.4K +320 +49%
WAM
406
Wolverine Asset Management
Illinois
$127K – – –
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$125K +$9.43K +72 +8%
HIIFS
408
Harel Insurance Investments & Financial Services
Israel
$124K -$28.8K -220 -19%
CA
409
Continuum Advisory
Idaho
$121K +$3.28K +25 +3%
CIAM
410
Caitong International Asset Management
Hong Kong
$116K +$116K +882 New
SPIA
411
Steward Partners Investment Advisory
New York
$110K +$15.5K +118 +16%
AF
412
Allworth Financial
California
$101K +$1.64K +12 +2%
WTC
413
WhitTier Trust Company
Nevada
$98.4K – – –
QC
414
Quent Capital
New York
$95.6K – – –
FFWM
415
Future Financial Wealth Management
Ohio
$95.3K – – –
MMCM
416
Murphy & Mullick Capital Management
New York
$83.4K +$83.4K +636 New
BIG
417
Brooklyn Investment Group
New York
$73.3K +$3.8K +29 +5%
UB
418
UMB Bank
Missouri
$70.6K +$11.3K +86 +19%
PCM
419
Penserra Capital Management
California
$68K -$1.56K -12 -2%
CMBA
420
C.M. Bidwell & Associates
Hawaii
$67.4K -$12.5K -95 -16%
MCM
421
MAI Capital Management
Ohio
$67.1K +$67.1K +512 New
CAC
422
Core Alternative Capital
Georgia
$66.2K – – –
FCT
423
First Community Trust
Iowa
$65.6K – – –
GM
424
GeoWealth Management
Illinois
$59.9K -$3.94K -30 -6%
BTI
425
Blue Trust Inc
Georgia
$57.3K -$102K -779 -64%
15 16
17
18 19