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XPO
XPO

Overview Fund Activity

504 hedge funds and large institutions have $10.2B invested in XPO in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 149 reducing their positions, and 49 closing their positions.

Holders
504
Holders Change
+25
Holders Change %
+5.22%
% of All Funds
8.87%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
78
Increased
189
Reduced
149
Closed
49
Calls
$70.2M
Puts
$107M
Net Calls
-$36.9M
Net Calls Change
-$99.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.16B
2
SHP
2
Spruce House Partnership
New York
$61.7M
3
AAM
3
Ardevora Asset Management
United Kingdom
$58.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$48.2M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$153M

Top Sellers

1
SHIM
1
Spruce House Investment Management
New York
$61.7M
2
OAG
2
Orbis Allan Gray
Bermuda
$1.58B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$371M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$956M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PK
476
Pflug Koory
Nebraska
$9K 70 – –
TC
477
Truvestments Capital
Florida
$9K 73 – –
EW
478
Evoke Wealth
California
$8K 68 – –
NFSG
479
Newbridge Financial Services Group
Florida
$7K 59 – –
GAM
480
Gemmer Asset Management
California
$7K 57 – –
PFBT
481
Parkside Financial Bank & Trust
Missouri
$7K 58 +11 +23%
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$6K 46 – –
TFGT
483
TS Financial Group (TSFG)
Illinois
$6K 50 – –
CFD
484
Creative Financial Designs
Indiana
$5K 38 – –
WLPWM
485
Walled Lake Planning & Wealth Management
Illinois
$5K 38 – –
CFGS
486
Concourse Financial Group Securities
Alabama
$5K 44 – –
SSB
487
Sandy Spring Bank
Maryland
$4K 29 – –
BFEC
488
Benjamin F. Edwards & Company
Missouri
$3K 24 +24 New
PCG
489
Private Capital Group
Connecticut
$2K 20 -6 -23%
CFO
490
CVA Family Office
Colorado
$2K 15 +15 New
MWP
491
Meridian Wealth Partners
Pennsylvania
$2K 15 +15 New
TCM
492
Tradewinds Capital Management
Washington
$2K 20 +20 New
ADIM
493
Alpha DNA Investment Management
Maryland
$2K 24 +24 New
TCWA
494
Ten Capital Wealth Advisors
Washington
$1K 13 – –
ZB
495
Zions Bancorporation
Utah
$1K 10 – –
DOA
496
D'Orazio & Associates
Virginia
$1K 6 – –
EFSCE
497
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 7 +7 New
PFGIA
498
Patriot Financial Group Insurance Agency
Massachusetts
$1K 8 +8 New
WCM
499
Wealthcare Capital Management
Virginia
$1K 8 +8 New
Nisa Investment Advisors
500
Nisa Investment Advisors
Missouri
$345 2,800 -1,200 -30%
18 19
20
21 22