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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
Charles Schwab
26
Charles Schwab
California
$24M -$14.8M -440,509 -38%
UBS Group
27
UBS Group
Switzerland
$23.9M +$11M +327,348 +84%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$23.8M +$11.3M +334,203 +88%
Wells Fargo
29
Wells Fargo
California
$23.4M -$8.45M -250,932 -26%
Invesco
30
Invesco
Georgia
$22.7M +$3M +88,938 +15%
First Trust Advisors
31
First Trust Advisors
Illinois
$22.5M -$2.88M -85,445 -11%
CM
32
Cercano Management
Washington
$20.7M +$21M +623,272 New
Goldman Sachs
33
Goldman Sachs
New York
$20.7M -$31.7M -941,334 -60%
Renaissance Technologies
34
Renaissance Technologies
New York
$20.4M -$3.3M -98,049 -14%
Bank of America
35
Bank of America
North Carolina
$20.4M -$10.7M -317,577 -34%
CCMLC
36
Cardinal Capital Management LLC (Connecticut)
Connecticut
$18M -$13.2M -392,355 -42%
Principal Financial Group
37
Principal Financial Group
Iowa
$15M -$10.2M -302,358 -40%
AL
38
Arnhold LLC
New York
$14.5M -$8.82M -261,891 -38%
N
39
Nuveen
North Carolina
$14.3M -$10.2M -302,768 -41%
PCM
40
Penn Capital Management
Pennsylvania
$12.2M +$1.19M +35,340 +11%
RHJA
41
Rice Hall James & Associates
California
$11.4M -$7.84M -232,652 -40%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$11.1M -$7.07M -209,929 -39%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$11M -$6.06M -179,786 -35%
MP
44
Mangrove Partners
Connecticut
$10.7M -$7.36M -218,561 -41%
JAFL
45
Jay A. Fishman Ltd
Michigan
$10.5M -$5.61M -166,617 -35%
EIP
46
Epoch Investment Partners
New York
$10.2M -$7.91M -234,854 -43%
Legal & General Group
47
Legal & General Group
United Kingdom
$10.1M -$7.87M -233,695 -44%
Two Sigma Investments
48
Two Sigma Investments
New York
$9.87M +$9.99M +296,537 New
LP
49
LMR Partners
United Kingdom
$9.48M -$4.12M -122,199 -30%
Prudential Financial
50
Prudential Financial
New Jersey
$9.01M -$12.2M -362,589 -57%

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.