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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$95.5M +$879K +7,837 +0.9%
Millennium Management
27
Millennium Management
New York
$92.4M -$42M -374,227 -30%
AllianceBernstein
28
AllianceBernstein
Tennessee
$89.5M +$3.02M +26,967 +3%
Northern Trust
29
Northern Trust
Illinois
$85.8M +$9.97M +88,964 +12%
Morgan Stanley
30
Morgan Stanley
New York
$85.7M -$48.9M -436,144 -35%
CCM
31
Channing Capital Management
Illinois
$81M +$3.46M +30,902 +4%
American Century Companies
32
American Century Companies
Missouri
$67M -$553K -4,935 -0.8%
HRCM
33
Hood River Capital Management
Florida
$62M -$20.6M -183,811 -24%
JP Morgan Chase
34
JP Morgan Chase
New York
$60.3M +$7.2M +64,181 +13%
Primecap Management
35
Primecap Management
California
$58.5M -$224K -2,000 -0.4%
Wells Fargo
36
Wells Fargo
California
$54.2M -$913K -8,145 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
37
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$51.7M +$20.8M +185,231 +61%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$49.6M -$29.9M -266,910 -36%
Federated Hermes
39
Federated Hermes
Pennsylvania
$49.5M -$44.9M -400,471 -46%
DLA
40
Douglas Lane & Associates
New York
$48M -$6.06M -54,026 -11%
Holocene Advisors
41
Holocene Advisors
New York
$45M +$29M +258,814 +156%
Principal Financial Group
42
Principal Financial Group
Iowa
$41.3M -$11.6M -103,358 -21%
HAI
43
Hennessy Advisors Inc
California
$40.3M +$6.51M +58,100 +18%
N
44
Nuveen
North Carolina
$38.7M -$2.1M -18,735 -5%
HB
45
Hauser Brothers
Germany
$38.4M -$2.47M -22,000 -6%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$35.8M +$2.34M +20,831 +7%
JAFL
47
Jay A. Fishman Ltd
Michigan
$33.7M -$154K -1,375 -0.4%
Barclays
48
Barclays
United Kingdom
$32.3M +$5.24M +46,758 +18%
FACM
49
Forest Avenue Capital Management
Florida
$30.8M +$7.72M +68,869 +31%
UBS AM
50
UBS AM
Illinois
$30.2M +$12.1M +107,894 +61%