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424 hedge funds and large institutions have $8.64B invested in XPO in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 114 increasing their positions, 166 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

26% more capital invested

Capital invested by funds: $6.88B → $8.64B (+$1.76B)

19% more call options, than puts

Call options by funds: $258M | Put options by funds: $218M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

2% more funds holding

Funds holding: 415424 (+9)

1% less ownership

Funds ownership: 100.76%99.76% (-1%)

31% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 166

Holders
424
Holders Change
+9
Holders Change %
+2.17%
% of All Funds
6.73%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
51
Increased
114
Reduced
166
Closed
39
Calls
$258M
Puts
$218M
Net Calls
+$40.3M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$77.7M -$1.13M -16,340 -2%
Charles Schwab
27
Charles Schwab
California
$77M -$4.56M -66,080 -6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$74.6M -$3.73M -54,070 -5%
Northern Trust
29
Northern Trust
Illinois
$61.9M -$3.12M -45,272 -5%
Primecap Management
30
Primecap Management
California
$54.5M
HRCM
31
Hood River Capital Management
Florida
$48M +$15.9M +230,898 +56%
DLA
32
Douglas Lane & Associates
New York
$46.6M -$15.3M -221,825 -26%
SSA
33
Schonfeld Strategic Advisors
New York
$46.3M -$4.68M -67,763 -10%
CCMLC
34
Cardinal Capital Management LLC (Connecticut)
Connecticut
$43.4M -$5.75M -83,265 -13%
Wells Fargo
35
Wells Fargo
California
$42.3M -$6.46M -93,544 -14%
WMSA
36
Weiss Multi-Strategy Advisers
New York
$37.3M +$724K +10,492 +2%
Principal Financial Group
37
Principal Financial Group
Iowa
$33.9M -$2.17M -31,409 -6%
American Century Companies
38
American Century Companies
Missouri
$30.7M -$28.3M -409,556 -50%
Goldman Sachs
39
Goldman Sachs
New York
$29.6M +$8.94M +129,594 +49%
JP Morgan Chase
40
JP Morgan Chase
New York
$29.3M +$4.21M +60,954 +18%
Norges Bank
41
Norges Bank
Norway
$29.3M +$10.3M +149,156 +61%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$29M -$9.39M -136,097 -26%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$27.3M +$25.2M +365,225 New
Victory Capital Management
44
Victory Capital Management
Texas
$25.8M +$22.3M +322,989 +1,406%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$25.8M -$378K -5,477 -2%
N
46
Nuveen
North Carolina
$25.3M +$1.25M +18,159 +6%
JAFL
47
Jay A. Fishman Ltd
Michigan
$24.6M -$628K -9,100 -3%
AL
48
Arnhold LLC
New York
$23.2M -$7.88M -114,147 -27%
RHJA
49
Rice Hall James & Associates
California
$22.7M -$460K -6,669 -2%
Bank of America
50
Bank of America
North Carolina
$21.6M -$3.34M -48,465 -14%

XPO Hedge Fund Activity: Q3 2023 in Review

424 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q3 2023, worth a combined $8.64B — up 26% from $6.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XPO positions and 39 closed out — a net gain of 12 holders — while 114 added to existing stakes and 166 trimmed.

The largest buyer was Capital World Investors, adding an estimated $218M. The largest seller was Orbis Allan Gray, cutting an estimated $125M.

  • 424 institutional investors held XPO (XPO) as of Q3 2023, up from 415 in Q2 2023.
  • Funds reported $8.64B of XPO stock for Q3 2023, up 26% quarter-over-quarter.
  • 51 funds opened new XPO positions in Q3 2023 and 39 closed out, a net change of +12 holders.
  • The largest XPO buyer in Q3 2023 was Capital World Investors, an estimated $218M added.
  • The largest XPO seller in Q3 2023 was Orbis Allan Gray, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2023.