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XPO
XPO

Overview Fund Activity

523 hedge funds and large institutions have $13.6B invested in XPO in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 135 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+58
Holders Change %
+12.47%
% of All Funds
7.58%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
108
Increased
135
Reduced
182
Closed
45
Calls
$419M
Puts
$455M
Net Calls
-$36.6M
Net Calls Change
-$52.5M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.25B
2
Invesco
2
Invesco
Georgia
$223M
3
Fidelity International
3
Fidelity International
Bermuda
$305M
4
SAM
4
Scopus Asset Management
New York
$98M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$273M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$547M
2
OAG
2
Orbis Allan Gray
Bermuda
$524M
3
Morgan Stanley
3
Morgan Stanley
New York
$152M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
451
Farther Finance Advisors
California
$19.7K +$609 +5 +3%
MG
452
Mather Group
Illinois
$19.2K +$19.2K +219 New
SWS
453
SYSTM Wealth Solutions
Illinois
$18.7K -$37.2K -305 -67%
LC
454
Lindbrook Capital
California
$18.7K +$1.46K +12 +9%
CWM
455
Compass Wealth Management
Connecticut
$18.3K – – –
HCP
456
Hexagon Capital Partners
Arkansas
$17.8K – – –
PFBT
457
Parkside Financial Bank & Trust
Missouri
$17K – – –
NB
458
NBT Bank
New York
$15.7K – – –
UB
459
UMB Bank
Missouri
$14.2K -$2.93K -24 -17%
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$13.7K +$3.78K +31 +38%
LFA
461
LGT Financial Advisors
Texas
$13.4K – – –
TWC
462
TD Waterhouse Canada
Ontario, Canada
$13.3K -$21.8K -180 -62%
C
463
Covestor
United Kingdom
$13K -$7.01K -55 -35%
DAM
464
Delta Asset Management
Tennessee
$12.2K – – –
TFA
465
Toth Financial Advisory
Virginia
$12.2K – – –
BWL
466
Bogart Wealth LLC
Virginia
$12.2K – – –
CAL
467
Capital Analysts LLC
Pennsylvania
$12K – – –
HIA
468
Harbor Investment Advisory
Maryland
$12K – – –
CFGS
469
Concourse Financial Group Securities
Alabama
$11.6K +$6.96K +57 +150%
OIAM
470
OFI Invest Asset Management
France
$11.2K +$11.2K +99 New
LB
471
Legacy Bridge
Iowa
$11K – – –
PA
472
Pineridge Advisors
Missouri
$10.9K -$298K -2,443 -96%
Jones Financial Companies
473
Jones Financial Companies
Missouri
$10.3K +$10.3K +84 New
WT
474
Whittier Trust
California
$9.64K – – –
CFD
475
Creative Financial Designs
Indiana
$9.27K – – –
17 18
19
20 21