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XPO
XPO

415 hedge funds and large institutions have $6.88B invested in XPO in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 96 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more capital invested

Capital invested by funds: $3.35B → $6.88B (+$3.53B)

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

56% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 59

9.91% more ownership

Funds ownership: 90.85% → 100.76% (+9.9%)

8% more funds holding

Funds holding: 383 → 415 (+32)

14% less call options, than puts

Call options by funds: $179M | Put options by funds: $209M

35% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 148

Holders
415
Holders Change
+32
Holders Change %
+8.36%
% of All Funds
6.52%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
92
Increased
96
Reduced
148
Closed
59
Calls
$179M
Puts
$209M
Net Calls
-$30.2M
Net Calls Change
-$34.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$147M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.7M
3
Ameriprise
Ameriprise
Minnesota
+$89.2M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$58M
5
Citadel Advisors
Citadel Advisors
Florida
+$55.7M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$86.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$36.4M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$33.7M
4
CCM
Channing Capital Management
Illinois
-$32.9M
5
Norges Bank
Norges Bank
Norway
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
451
Wellington Management Group
Massachusetts
– -$364K -11,401 Closed
ZIM
452
Zacks Investment Management
Illinois
– -$342K -10,714 Closed
USCWA
453
U.S. Capital Wealth Advisors
Texas
– -$341K -10,685 Closed
BC
454
Bridgefront Capital
Texas
– -$323K -10,121 Closed
Two Sigma Advisers
455
Two Sigma Advisers
New York
– -$303K -9,500 Closed
FRM
456
Fox Run Management
Connecticut
– -$261K -8,192 Closed
SPA
457
Sherbrooke Park Advisers
New York
– -$201K -6,300 Closed
TWI
458
Thomas White International
Illinois
– -$163K -5,110 Closed
ECM
459
Engine Capital Management
New York
– -$88K -2,750 Closed
TWA
460
TCI Wealth Advisors
Arizona
– -$35.2K -1,104 Closed
AAS
461
Ameritas Advisory Services
Nebraska
– -$31.3K -980 Closed
AWM
462
Accel Wealth Management
Iowa
– -$25.7K -807 Closed
MC
463
Machina Capital
France
– -$23.9K -749 Closed
CFB
464
Cullen/Frost Bankers
Texas
– -$22.3K -700 Closed
ASN
465
Advisory Services Network
Georgia
– -$13.1K -410 Closed
AIM
466
Arcadia Investment Management
Michigan
– -$11.2K -350 Closed
IAIM
467
International Assets Investment Management
Florida
– -$10.1K -318 Closed
EAM
468
Eventide Asset Management
Massachusetts
– -$6.63K -208 Closed
CAC
469
Core Alternative Capital
Georgia
– -$4.85K -152 Closed
QL
470
Quarry LP
New York
– -$4.72K -148 Closed
MWM
471
Mascoma Wealth Management
New Hampshire
– -$3.09K -70 Closed
IGWM
472
ICA Group Wealth Management
Colorado
– -$1.44K -45 Closed
SC
473
Schubert & Co
Texas
– -$1.44K -45 Closed
MWC
474
MBM Wealth Consultants
Missouri
– -$1K -40 Closed
15 16 17 18
19

XPO Hedge Fund Activity: Q2 2023 in Review

415 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2023, worth a combined $6.88B — up 106% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XPO positions and 59 closed out — a net gain of 33 holders — while 96 added to existing stakes and 148 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $147M. The largest seller was Orbis Allan Gray, cutting an estimated $86.5M.

  • 415 institutional investors held XPO (XPO) as of Q2 2023, up from 383 in Q1 2023.
  • Funds reported $6.88B of XPO stock for Q2 2023, up 106% quarter-over-quarter.
  • 92 funds opened new XPO positions in Q2 2023 and 59 closed out, a net change of +33 holders.
  • The largest XPO buyer in Q2 2023 was Capital Research Global Investors, an estimated $147M added.
  • The largest XPO seller in Q2 2023 was Orbis Allan Gray, an estimated $86.5M sold.

Based on aggregated 13F filings for Q2 2023.