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XPO
XPO

Overview Fund Activity

556 hedge funds and large institutions have $12.1B invested in XPO in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+52
Holders Change %
+10.32%
% of All Funds
9.71%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
101
Increased
191
Reduced
173
Closed
45
Calls
$125M
Puts
$245M
Net Calls
-$120M
Net Calls Change
-$82.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B
2
ECP
2
Empyrean Capital Partners
California
$110M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$529M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$80M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$122M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$1.57B
2
EIP
2
Epoch Investment Partners
New York
$681K
3
FAM
3
Fred Alger Management
New York
$202M
4
LAM
4
Lyrical Asset Management
New York
$392M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
501
Kistler-Tiffany Companies
Pennsylvania
$17K – – –
WT
502
Whittier Trust
California
$17K – – –
DMBA
503
Deseret Mutual Benefit Administrators
Utah
$17K +$17K +361 New
TFA
504
Toth Financial Advisory
Virginia
$14K – – –
CAL
505
Capital Analysts LLC
Pennsylvania
$14K – – –
SAI
506
Systematic Alpha Investments
New Jersey
$14K – – –
HIA
507
Harbor Investment Advisory
Maryland
$14K – – –
DAM
508
Delta Asset Management
Tennessee
$14K – – –
MAM
509
Meeder Asset Management
Ohio
$14K +$533 +11 +4%
BWL
510
Bogart Wealth LLC
Virginia
$14K +$14K +289 New
CWC
511
Carolinas Wealth Consulting
North Carolina
$14K +$14K +289 New
EWM
512
Edge Wealth Management
New York
$14K +$14K +289 New
BBHC
513
Brown Brothers Harriman & Co
New York
$13.6K +$13.6K +281,969 +1,409,845%
FPS
514
Fieldpoint Private Securities
Connecticut
$13K – – –
CFFP
515
Center for Financial Planning
Michigan
$13K – – –
FF
516
FourThought Financial
Florida
$12K – – –
EARNEST Partners
517
EARNEST Partners
Georgia
$12K – – –
PK
518
Pflug Koory
Nebraska
$10K – – –
TC
519
Truvestments Capital
Florida
$10K – – –
EW
520
Evoke Wealth
California
$10K – – –
ST
521
Smithfield Trust
Pennsylvania
$10K – – –
PWS
522
Paragon Wealth Strategies
Florida
$10K +$10K +217 New
GAM
523
Gemmer Asset Management
California
$8K – – –
NFSG
524
Newbridge Financial Services Group
Florida
$8K – – –
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$8K +$1.85K +40 +30%
19 20
21
22 23