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XPO
XPO

Overview Fund Activity

525 hedge funds and large institutions have $12.4B invested in XPO in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 165 increasing their positions, 173 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+21
Holders Change %
+4.17%
% of All Funds
7.59%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
77
Increased
165
Reduced
173
Closed
53
Calls
$151M
Puts
$171M
Net Calls
-$20.5M
Net Calls Change
-$44.3M

Top Buyers

1
DCP
D1 Capital Partners
New York
$506M
2
Capital World Investors
Capital World Investors
California
$661M
3
ACM
Anomaly Capital Management
New York
$77.5M
4
Morgan Stanley
Morgan Stanley
New York
$153M
5
Bank of America
Bank of America
North Carolina
$173M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.5M
2
Citadel Advisors
Citadel Advisors
Florida
$42.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$88.6M
4
Millennium Management
Millennium Management
New York
$17.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
501
CVA Family Office
Colorado
$2.04K +$430 +4 +27%
RTL
502
Red Tortoise LLC
Georgia
$1.83K – – –
WWM
503
Wolff Wiese Magana
California
$1.72K – – –
BGAI
504
Bruce G. Allen Investments
Colorado
$1.72K – – –
TPCW
505
TD Private Client Wealth
New York
$1.29K -$108 -1 -8%
AF
506
Advisornet Financial
Minnesota
$1.29K – – –
AF
507
Aviso Financial
Ontario, Canada
$1.18K – – –
RCM
508
Raleigh Capital Management
North Carolina
$1.08K – – –
CAM
509
ClariVest Asset Management
California
$1.06K – – –
CAL
510
Capital Advisors Ltd
Ohio
$1K – – –
PWMG
511
Prestige Wealth Management Group
New Jersey
$861 – – –
S
512
Sachetta
Massachusetts
$753 – – –
CA
513
Clearstead Advisors
Ohio
$753 +$753 +7 New
TWD
514
True Wealth Design
Ohio
$646 – – –
CA
515
Claris Advisors
Missouri
$645 +$645 +6 New
Kayne Anderson Rudnick Investment Management
516
Kayne Anderson Rudnick Investment Management
California
$538 – – –
NMM
517
Naples Money Management
Florida
$538 +$538 +5 New
AssetMark Inc
518
AssetMark Inc
California
$323 – – –
MCM
519
Manchester Capital Management
Vermont
$323 – – –
BF
520
BOK Financial
Oklahoma
$318 – – –
IAIM
521
International Assets Investment Management
Florida
$298 +$295 +31,700 +9,379%
CA
522
CoreCap Advisors
Michigan
$215 +$215 +2 New
CPA
523
Capital Performance Advisors
California
$215 +$215 +2 New
MFG
524
Mendota Financial Group
Wisconsin
$108 +$108 +1 New
Norges Bank
525
Norges Bank
Norway
– -$163M -1,531,899 Closed
19 20
21
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