We are live on ! Find out more

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
UFF
551
USA Financial Formulas
Michigan
-$341K -2,798 Closed
CAM
552
Claret Asset Management
Quebec, Canada
-$282K -2,313 Closed
JWCA
553
J.W. Cole Advisors
Florida
-$272K -2,232 Closed
AI
554
Atom Investors
Texas
-$270K -2,212 Closed
MAM
555
Morse Asset Management
Connecticut
-$259K -2,120 Closed
CIP
556
Convergence Investment Partners
Florida
-$254K -2,078 Closed
PCMH
557
Polymer Capital Management (HK)
Hong Kong
-$244K -2,000 Closed
VT
558
Vise Technologies
New York
-$228K -1,870 Closed
RWB
559
RMR Wealth Builders
New Jersey
-$225K -1,847 Closed
N
560
Numerai
California
-$221K -1,809 Closed
MFAM
561
Motley Fool Asset Management
Virginia
-$221K -1,807 Closed
MCM
562
MAI Capital Management
Ohio
-$214K -1,753 Closed
SI
563
Seeds Investor
New York
-$212K -1,739 Closed
SSA
564
South Street Advisors
New York
-$212K -1,735 Closed
HCMT
565
Highland Capital Management (Tennessee)
Tennessee
-$211K -1,729 Closed
Legacy Financial Group (Iowa)
566
Legacy Financial Group (Iowa)
Iowa
-$204K -1,675 Closed
CB
567
Commerce Bank
Missouri
-$201K -1,647 Closed
FIM
568
Fernwood Investment Management
Massachusetts
-$146K -1,200 Closed
VC
569
Vestor Capital
Illinois
-$104K -850 Closed
FFWM
570
Future Financial Wealth Management
Ohio
-$88.7K -727 Closed
ACA
571
Atlas Capital Advisors
Wyoming
-$39.8K -326 Closed
DMIC
572
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$36.6K -300 Closed
EPW
573
Evergreen Private Wealth
Colorado
-$25.6K -210 Closed
Jones Financial Companies
574
Jones Financial Companies
Missouri
-$10.3K -84 Closed
AGWCA
575
Annis Gardner Whiting Capital Advisors
Florida
-$8.3K -68 Closed