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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
AAP
451
Arax Advisory Partners
Colorado
$10.7K +$11.3K +101 New
BWL
452
Bogart Wealth LLC
Virginia
$10.6K
DAM
453
Delta Asset Management
Tennessee
$10.6K
TFA
454
Toth Financial Advisory
Virginia
$10.6K
UB
455
UMB Bank
Missouri
$10.5K -$1.91K -17 -15%
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$10.4K -$1.57K -14 -13%
HIA
457
Harbor Investment Advisory
Maryland
$10.4K
LB
458
Legacy Bridge
Iowa
$9.55K
PA
459
Pineridge Advisors
Missouri
$9.45K
WT
460
Whittier Trust
California
$8.38K
MAM
461
Meeder Asset Management
Ohio
$8.28K +$6.5K +58 +290%
CFD
462
Creative Financial Designs
Indiana
$8.07K
ST
463
Smithfield Trust
Pennsylvania
$8K
ETC
464
Exchange Traded Concepts
Oklahoma
$7.96K +$8.41K +75 New
SIS
465
Strategic Investment Solutions
Illinois
$7.96K +$11.2K +100 New
PMFA
466
Plante Moran Financial Advisors
Michigan
$7.64K
VWM
467
Venturi Wealth Management
Texas
$7.54K +$3.03K +27 +61%
VAMG
468
Voisard Asset Management Group
Michigan
$7.33K
KFI
469
Key Financial Inc
Pennsylvania
$7.22K
Amundi
470
Amundi
France
$6.96K
FHA
471
First Horizon Advisors
Tennessee
$5.84K
SAM
472
Smartleaf Asset Management
Massachusetts
$5.67K +$785 +7 +15%
RFG
473
REAP Financial Group
Texas
$5.31K +$5.61K +50 New
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$4.99K
BIA
475
Bell Investment Advisors
California
$4.67K