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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
HT
476
Headlands Technologies
Illinois
$4.56K +$4.82K +43 New
TAM
477
Tucker Asset Management
Colorado
$3.93K
CTC
478
Cetera Trust Company
Minnesota
$3.71K
GEA
479
Glen Eagle Advisors
New Jersey
$3.71K
Toronto Dominion Bank
480
Toronto Dominion Bank
Ontario, Canada
$3.4K
PWMG
481
Private Wealth Management Group
New Jersey
$2.97K
CFS
482
CGC Financial Services
Oregon
$2.65K
SIC
483
SJS Investment Consulting
Ohio
$2.44K
DPW
484
DiNuzzo Private Wealth
Pennsylvania
$2.23K +$448 +4 +24%
RIL
485
Rothschild Investment LLC
Illinois
$2.23K +$673 +6 +40%
RTL
486
Red Tortoise LLC
Georgia
$1.8K
CCM
487
Chilton Capital Management
Texas
$1.8K +$1.91K +17 New
WWM
488
Wolff Wiese Magana
California
$1.7K
BGAI
489
Bruce G. Allen Investments
Colorado
$1.7K -$561 -5 -24%
CFO
490
CVA Family Office
Colorado
$1.59K
HI
491
Harbour Investments
Wisconsin
$1.49K +$224 +2 +17%
TPCW
492
TD Private Client Wealth
New York
$1.38K -$897 -8 -38%
AF
493
Advisornet Financial
Minnesota
$1.27K
JSAM
494
J. Safra Asset Management
New York
$1.27K +$1.34K +12 New
AF
495
Aviso Financial
Ontario, Canada
$1.17K +$1.23K +11 New
CAM
496
ClariVest Asset Management
California
$1.06K -$1.12K -10 -50%
RCM
497
Raleigh Capital Management
North Carolina
$1.06K
VNA
498
Valley National Advisers
Pennsylvania
$1K -$1.68K -15 -60%
CAL
499
Capital Advisors Ltd
Ohio
$1K
PWMG
500
Prestige Wealth Management Group
New Jersey
$850