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529 hedge funds and large institutions have $12.5B invested in XPO in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 166 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 51

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more funds holding

Funds holding: 507529 (+22)

3.49% more ownership

Funds ownership: 96.57%100.07% (+3.5%)

5% more capital invested

Capital invested by funds: $11.9B → $12.5B (+$588M)

6% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 176

12% less call options, than puts

Call options by funds: $151M | Put options by funds: $171M

Holders
529
Holders Change
+22
Holders Change %
+4.34%
% of All Funds
7.6%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
76
Increased
166
Reduced
176
Closed
51
Calls
$151M
Puts
$171M
Net Calls
-$20.5M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LB
476
Legacy Bridge
Iowa
$9.68K
PA
477
Pineridge Advisors
Missouri
$9.57K
WT
478
Whittier Trust
California
$8.49K
CFD
479
Creative Financial Designs
Indiana
$8.17K
ST
480
Smithfield Trust
Pennsylvania
$8K
HWM
481
Hemington Wealth Management
Virginia
$8K +$7.28K +65 New
PMFA
482
Plante Moran Financial Advisors
Michigan
$7.74K
PK
483
Pflug Koory
Nebraska
$7.53K +$7.83K +70 New
VAMG
484
Voisard Asset Management Group
Michigan
$7.42K
KFI
485
Key Financial Inc
Pennsylvania
$7.31K
FHA
486
First Horizon Advisors
Tennessee
$5.91K
BIA
487
Bell Investment Advisors
California
$5.16K +$448 +4 +9%
FMII
488
Farmers & Merchants Investments Inc
Nebraska
$5.05K
VWM
489
Venturi Wealth Management
Texas
$4.73K -$3.02K -27 -38%
TC
490
Truvestments Capital
Florida
$4.62K +$4.81K +43 New
MIM
491
Macroview Investment Management
Maryland
$4.3K +$4.48K +40 New
TAM
492
Tucker Asset Management
Colorado
$3.98K
CTC
493
Cetera Trust Company
Minnesota
$3.76K
GEA
494
Glen Eagle Advisors
New Jersey
$3.76K
NIC
495
Northwest Investment Counselors
Oregon
$3.23K +$3.36K +30 New
OW
496
Olistico Wealth
Oklahoma
$3.23K +$3.36K +30 New
PWMG
497
Private Wealth Management Group
New Jersey
$3.01K
MAM
498
Meeder Asset Management
Ohio
$2.79K -$5.82K -52 -67%
CFS
499
CGC Financial Services
Oregon
$2.69K
SIC
500
SJS Investment Consulting
Ohio
$2.47K