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XPO
XPO

Overview Fund Activity

523 hedge funds and large institutions have $13.6B invested in XPO in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 135 increasing their positions, 182 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+58
Holders Change %
+12.47%
% of All Funds
7.58%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
108
Increased
135
Reduced
182
Closed
45
Calls
$419M
Puts
$455M
Net Calls
-$36.6M
Net Calls Change
-$52.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.25B
2
Invesco
Invesco
Georgia
$223M
3
Fidelity International
Fidelity International
Bermuda
$305M
4
SAM
Scopus Asset Management
New York
$98M
5
ClearBridge Investments
ClearBridge Investments
New York
$273M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$547M
2
OAG
Orbis Allan Gray
Bermuda
$524M
3
Morgan Stanley
Morgan Stanley
New York
$152M
4
AllianceBernstein
AllianceBernstein
Tennessee
$99.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGAI
501
Bruce G. Allen Investments
Colorado
$2.56K – – –
MAM
502
Meeder Asset Management
Ohio
$2.44K +$2.44K +20 New
CAM
503
ClariVest Asset Management
California
$2.44K +$1.22K +10 +100%
AWM
504
Avior Wealth Management
Nebraska
$2.44K +$2.44K +20 New
TIM
505
Thompson Investment Management
Wisconsin
$2.21K +$2.21K +18 New
AssetMark Inc
506
AssetMark Inc
California
$2.2K +$2.2K +18 New
DPW
507
DiNuzzo Private Wealth
Pennsylvania
$2.08K – – –
RTL
508
Red Tortoise LLC
Georgia
$2.08K – – –
WWM
509
Wolff Wiese Magana
California
$1.95K – – –
RIL
510
Rothschild Investment LLC
Illinois
$1.83K – – –
CFO
511
CVA Family Office
Colorado
$1.83K – – –
AF
512
Advisornet Financial
Minnesota
$1.46K -$2.93K -24 -67%
HI
513
Harbour Investments
Wisconsin
$1.46K -$732 -6 -33%
CQS
514
Credential Qtrade Securities
$1.34K +$1.34K +11 New
RCM
515
Raleigh Capital Management
North Carolina
$1.22K +$1.22K +10 New
CAL
516
Capital Advisors Ltd
Ohio
$1K – – –
PWMG
517
Prestige Wealth Management Group
New Jersey
$977 – – –
Kayne Anderson Rudnick Investment Management
518
Kayne Anderson Rudnick Investment Management
California
$610 +$610 +5 New
BF
519
BOK Financial
Oklahoma
$366 -$30.4K -249 -99%
GI
520
Gradient Investments
Minnesota
$366 -$1.46K -12 -80%
TWP
521
TFO Wealth Partners
Ohio
$366 – – –
TFM
522
TFC Financial Management
Massachusetts
$123 +$123 +1 New
BTI
523
Blue Trust Inc
Georgia
$122 -$7.81K -64 -98%
WMSA
524
Weiss Multi-Strategy Advisers
New York
– -$13.3M -151,347 Closed
Renaissance Technologies
525
Renaissance Technologies
New York
– -$9.6M -109,620 Closed
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