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XPO
XPO

Overview Fund Activity

504 hedge funds and large institutions have $10.2B invested in XPO in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+25
Holders Change %
+5.22%
% of All Funds
8.87%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
78
Increased
189
Reduced
149
Closed
49
Calls
$70.2M
Puts
$107M
Net Calls
-$36.9M
Net Calls Change
-$99.8M

Top Buyers

1
BlackRock
BlackRock
New York
$1.16B
2
AAM
Ardevora Asset Management
United Kingdom
$58.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$48.2M
4
Federated Hermes
Federated Hermes
Pennsylvania
$153M
5
Primecap Management
Primecap Management
California
$34.7M

Top Sellers

1
SHIM
Spruce House Investment Management
New York
$61.7M
2
OAG
Orbis Allan Gray
Bermuda
$1.58B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$371M
4
Vanguard Group
Vanguard Group
Pennsylvania
$956M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
426
IFP Advisors
Florida
$86K -$179K -4,236 -68%
BCA
427
Berman Capital Advisors
Georgia
$86K – – –
Cohen & Steers
428
Cohen & Steers
New York
$75K – – –
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$70K – – –
OSAM
430
O'Shaughnessy Asset Management
Connecticut
$68K +$343 +8 +0.5%
TWM
431
Tradition Wealth Management
Minnesota
$64K – – –
HFM
432
Harvest Fund Management
China
$57K +$13.4K +318 +31%
AIC
433
Archer Investment Corporation
Indiana
$55K +$14.8K +347 +37%
NFG
434
Next Financial Group
Texas
$54K – – –
VFA
435
Valeo Financial Advisors
Indiana
$52K +$46.5K +1,099 +845%
ED
436
Exane Derivatives
France
$51.8K +$51.8K +1,214 New
QCG
437
Quadrant Capital Group
Ohio
$44K +$12.9K +300 +41%
APWM
438
Atlas Private Wealth Management
New York
$43K – – –
ACM
439
Allred Capital Management
Texas
$40.8K +$40.8K +957 New
FWM
440
Focused Wealth Management
New York
$37K – – –
Credit Agricole
441
Credit Agricole
France
$37K +$37K +867 New
SA
442
SRH Advisors
Kansas
$36K – – –
GWM
443
Geneos Wealth Management
Colorado
$33K – – –
IPW
444
IronBridge Private Wealth
Texas
$32K – – –
MF
445
Manchester Financial
California
$31K -$4.29K -102 -12%
S
446
SignatureFD
Georgia
$31K -$2.19K -52 -7%
AA
447
AlphaMark Advisors
Kentucky
$31K – – –
AF
448
Allworth Financial
California
$28K – – –
Fifth Third Bancorp
449
Fifth Third Bancorp
Ohio
$27K -$20.4K -480 -43%
APC
450
Aspire Private Capital
North Carolina
$25K +$25K +584 New
16 17
18
19 20