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XPO
XPO

Overview Fund Activity

556 hedge funds and large institutions have $12.1B invested in XPO in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+52
Holders Change %
+10.32%
% of All Funds
9.71%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
101
Increased
191
Reduced
173
Closed
45
Calls
$125M
Puts
$245M
Net Calls
-$120M
Net Calls Change
-$82.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B
2
ECP
2
Empyrean Capital Partners
California
$110M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$529M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$80M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$122M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$1.57B
2
EIP
2
Epoch Investment Partners
New York
$681K
3
FAM
3
Fred Alger Management
New York
$202M
4
LAM
4
Lyrical Asset Management
New York
$392M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMF
426
Sterling Manor Financial
New York
$299K – – –
BSSFA
427
Baron Silver Stevens Financial Advisors
Florida
$295K -$50.9K -1,056 -15%
I
428
INVST
Indiana
$293K -$16.6K -344 -5%
Brown Advisory
429
Brown Advisory
Maryland
$291K -$436 -9 -0.1%
JWCA
430
J.W. Cole Advisors
Florida
$286K +$58.7K +1,214 +26%
PRC
431
Pearl River Capital
Michigan
$286K +$286K +5,904 New
FMT
432
First Mercantile Trust
Tennessee
$284K +$32.2K +665 +13%
CAM
433
Cresset Asset Management
Illinois
$282K +$282K +5,823 New
FBT
434
First Bank & Trust
South Dakota
$269K +$6.86K +142 +3%
PA
435
Parallel Advisors
California
$267K +$8.8K +182 +3%
BCV
436
Banque Cantonale Vaudoise
Switzerland
$266K -$714K -14,746 -73%
SWP
437
Stratos Wealth Partners
Ohio
$260K +$260K +5,375 New
PCA
438
Pallas Capital Advisors
Massachusetts
$259K +$259K +8,905 New
GCP
439
GSA Capital Partners
United Kingdom
$256K +$256K +5,283 New
Franklin Resources
440
Franklin Resources
California
$252K -$4.45K -92 -2%
Wealthfront Advisers
441
Wealthfront Advisers
California
$250K +$2.37K +49 +1%
EMFAT
442
Emerald Mutual Fund Advisers Trust
Pennsylvania
$250K +$250K +5,158 New
EWA
443
Exencial Wealth Advisors
Oklahoma
$245K +$245K +5,069 New
PTC
444
Petrus Trust Company
Texas
$241K +$241K +4,982 New
BMSSC
445
B. Metzler seel. Sohn & Co
Germany
$238K +$16K +332 +7%
Mercer Global Advisors
446
Mercer Global Advisors
Colorado
$226K +$51.9K +1,073 +30%
GW
447
GW & Wade
Massachusetts
$226K +$226K +4,670 New
CRC
448
Curi RMB Capital
Illinois
$225K +$225K +4,644 New
PIA
449
Perennial Investment Advisors
California
$224K +$224K +4,620 New
MWM
450
Mission Wealth Management
California
$224K +$224K +4,632 New
16 17
18
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