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XPO
XPO

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in XPO in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+43
Holders Change %
+10.19%
% of All Funds
6.82%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
87
Increased
130
Reduced
158
Closed
39
Calls
$271M
Puts
$255M
Net Calls
+$15.9M
Net Calls Change
-$24.5M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$814M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
Norges Bank
3
Norges Bank
Norway
$79.6M
4
Capital World Investors
4
Capital World Investors
California
$381M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$133M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$67.9M
2
EC
2
Eminence Capital
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$56.4M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$223M
5
FCM
5
Frontier Capital Management
Massachusetts
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAMG
426
Voisard Asset Management Group
Michigan
$6.04K +$6.04K +69 New
ST
427
Smithfield Trust
Pennsylvania
$6K – – –
KFI
428
Key Financial Inc
Pennsylvania
$5.96K – – –
Amundi
429
Amundi
France
$5.42K +$5.42K +65 New
BTI
430
Blue Trust Inc
Georgia
$5K +$3.69K +48 +282%
FHA
431
First Horizon Advisors
Tennessee
$4.82K – – –
FMII
432
Farmers & Merchants Investments Inc
Nebraska
$4.12K -$263 -3 -6%
TFGT
433
TS Financial Group (TSFG)
Illinois
$4K – – –
Loomis, Sayles & Company
434
Loomis, Sayles & Company
Massachusetts
$4K +$2.93K +30 +273%
VWM
435
Venturi Wealth Management
Texas
$3.85K +$3.85K +44 New
PTC
436
Private Trust Company
Ohio
$3.77K – – –
HH
437
HWG Holdings
Texas
$3.68K – – –
BIA
438
Bell Investment Advisors
California
$3.5K +$1.75K +20 +100%
CFGS
439
Concourse Financial Group Securities
Alabama
$3.33K – – –
AF
440
Advisornet Financial
Minnesota
$3.15K +$788 +9 +33%
GEA
441
Glen Eagle Advisors
New Jersey
$3.07K – – –
CTC
442
Cetera Trust Company
Minnesota
$3.07K +$3.07K +35 New
Toronto Dominion Bank
443
Toronto Dominion Bank
Ontario, Canada
$2.8K – – –
BCMLT
444
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.76K – – –
PWMG
445
Private Wealth Management Group
New Jersey
$2.45K +$2.45K +28 New
AGWCA
446
Annis Gardner Whiting Capital Advisors
Florida
$2.45K +$2.45K +28 New
LF
447
Lee Financial
Texas
$2.37K – – –
CFS
448
CGC Financial Services
Oregon
$2.19K – – –
SIC
449
SJS Investment Consulting
Ohio
$2.1K +$175 +2 +9%
YAL
450
Your Advocates Ltd
Texas
$2.02K – – –
16 17
18
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