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412 hedge funds and large institutions have $3.55B invested in XPO in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 44 increasing their positions, 309 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 426412 (-14)

13% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 68

16% less call options, than puts

Call options by funds: $71.3M | Put options by funds: $85.1M

24% less capital invested

Capital invested by funds: $4.65B → $3.55B (-$1.11B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

59.09% less ownership

Funds ownership: 152.88%93.79% (-59%)

86% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 309

Holders
412
Holders Change
-14
Holders Change %
-3.29%
% of All Funds
6.62%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
59
Increased
44
Reduced
309
Closed
68
Calls
$71.3M
Puts
$85.1M
Net Calls
-$13.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
451
Vantage Financial Partners (Illinois)
Illinois
-$285K -10,771 Closed
Vontobel Holding
452
Vontobel Holding
Switzerland
-$276K -10,451 Closed
CF
453
Centaurus Financial
California
-$257K -9,733 Closed
BI
454
Ballast Inc
Kentucky
-$243K -9,196 Closed
1IA
455
1834 Investment Advisors
Wisconsin
-$238K -8,999 Closed
NHC
456
Nicholas Hoffman & Company
Georgia
-$233K -8,811 Closed
SCM
457
Shelton Capital Management
Colorado
-$233K -8,792 Closed
Franklin Resources
458
Franklin Resources
California
-$220K -8,317 Closed
GPA
459
Guerra Pan Advisors
New Jersey
-$229K -7,903 Closed
HS
460
HighVista Strategies
Massachusetts
-$203K -7,678 Closed
PA
461
Profund Advisors
Maryland
-$202K -7,646 Closed
NAM
462
NorthCrest Asset Manangement
Minnesota
-$202K -7,624 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
463
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$161K -6,098 Closed
HR
464
Howe & Rusling
New York
-$40K -1,498 Closed
HI
465
Hudock Inc
Pennsylvania
-$26K -1,010 Closed
EDRH
466
Edmond de Rothschild Holding
Switzerland
-$15K -550 Closed
MAM
467
Meeder Asset Management
Ohio
-$12K -436 Closed
MA
468
MUFG Americas
New York
-$9K -337 Closed
NFSG
469
Newbridge Financial Services Group
Florida
-$6K -236 Closed
WWMSC
470
Wagner Wealth Management (South Carolina)
South Carolina
-$6K -229 Closed
PLU
471
Performa Ltd (US)
South Carolina
-$6K -210 Closed
CFFP
472
Center for Financial Planning
Michigan
-$4K -160 Closed
EW
473
Evoke Wealth
California
-$3K -114 Closed
TCWA
474
Ten Capital Wealth Advisors
Washington
-$3K -109 Closed
CAL
475
Capital Advisors Ltd
Ohio
-$1.18K -35 -70%

XPO Hedge Fund Activity: Q4 2022 in Review

412 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2022, worth a combined $3.55B — down 24% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of XPO and 59 opened new positions — a net loss of 9 holders — while 309 trimmed existing stakes and 44 added.

The largest buyer was Channing Capital Management, adding an estimated $56M. The largest seller was MFN Partners, cutting an estimated $292M.

  • 412 institutional investors held XPO (XPO) as of Q4 2022, down from 426 in Q3 2022.
  • Funds reported $3.55B of XPO stock for Q4 2022, down 24% quarter-over-quarter.
  • 59 funds opened new XPO positions in Q4 2022 and 68 closed out, a net change of -9 holders.
  • The largest XPO buyer in Q4 2022 was Channing Capital Management, an estimated $56M added.
  • The largest XPO seller in Q4 2022 was MFN Partners, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2022.