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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
JWA
426
JFS Wealth Advisors
Pennsylvania
$24.7K
PA
427
Parallel Advisors
California
$24.2K -$3.59K -32 -12%
FFA
428
Farther Finance Advisors
California
$23.9K +$7.29K +65 +40%
IC
429
Innealta Capital
Texas
$23.6K +$24.9K +222 New
SWM
430
Spire Wealth Management
Virginia
$21.2K
WIM
431
Westside Investment Management
California
$21.2K
SSB
432
Sandy Spring Bank
Maryland
$20.4K
QL
433
Quarry LP
New York
$19.6K -$21.2K -189 -51%
SRCM
434
Signature Resources Capital Management
California
$19.6K +$20.7K +185 New
AA
435
AlphaMark Advisors
Kentucky
$19K
Mitsubishi UFJ Asset Management
436
Mitsubishi UFJ Asset Management
Japan
$18.8K
ACA
437
American Capital Advisory
Idaho
$16.9K
LC
438
Lindbrook Capital
California
$16.7K +$448 +4 +3%
JFGIW
439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$16.9K +151 New
CWM
440
Compass Wealth Management
Connecticut
$15.9K
HCP
441
Hexagon Capital Partners
Arkansas
$15.4K -$112 -1 -0.7%
CFGS
442
Concourse Financial Group Securities
Alabama
$15.4K +$5.61K +50 +53%
PFBT
443
Parkside Financial Bank & Trust
Missouri
$14.7K -$112 -1 -0.7%
NB
444
NBT Bank
New York
$13.7K
MTC
445
Matrix Trust Company
Colorado
$13K +$13.8K +123 New
LFA
446
LGT Financial Advisors
Texas
$11.7K
TWC
447
TD Waterhouse Canada
Ontario, Canada
$11.6K
CFB
448
Cullen/Frost Bankers
Texas
$11.5K +$12.1K +108 New
CAL
449
Capital Analysts LLC
Pennsylvania
$11K
C
450
Covestor
United Kingdom
$11K