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383 hedge funds and large institutions have $3.35B invested in XPO in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 113 increasing their positions, 146 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $53M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.94% less ownership

Funds ownership: 93.79%90.85% (-2.9%)

6% less capital invested

Capital invested by funds: $3.55B → $3.35B (-$198M)

7% less funds holding

Funds holding: 412383 (-29)

23% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 146

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

Holders
383
Holders Change
-29
Holders Change %
-7.04%
% of All Funds
6.1%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
113
Reduced
146
Closed
74
Calls
$57.2M
Puts
$53M
Net Calls
+$4.21M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$7.55M -$140K -3,897 -2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$7.14M -$947K -26,300 -11%
RJA
53
Raymond James & Associates
Florida
$6.62M -$884K -24,533 -11%
LP
54
LMR Partners
United Kingdom
$6.4M -$3.04M -84,306 -30%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$6.32M -$1.2M -33,295 -14%
LIM
56
Lagoda Investment Management
New York
$6.07M +$94K +2,610 +1%
LM
57
Lansing Management
New York
$5.93M +$33.9K +940 +0.5%
Ameriprise
58
Ameriprise
Minnesota
$5.88M +$14.6K +406 +0.2%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$5.85M -$431K -11,981 -6%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$5.74M +$107K +2,959 +2%
UBS AM
61
UBS AM
Illinois
$5.73M +$203K +5,640 +3%
AIG
62
American International Group
New York
$5.66M -$69K -1,915 -1%
Legal & General Group
63
Legal & General Group
United Kingdom
$5.51M -$4.69M -130,239 -43%
UBS Group
64
UBS Group
Switzerland
$5.38M -$19.8M -549,203 -77%
Squarepoint
65
Squarepoint
New York
$5.2M +$5.87M +163,022 New
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$5.02M -$2.52M -70,017 -31%
TC
67
Teilinger Capital
Texas
$4.79M +$5.41M +150,100 New
GCM
68
Greenland Capital Management
New York
$4.47M -$1.76M -48,999 -26%
TC
69
TwinBeech Capital
New York
$4.34M -$1.03M -28,680 -17%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$4.33M -$30.4K -845 -0.6%
CS
71
Credit Suisse
Switzerland
$4.32M +$758K +21,038 +18%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$4.13M -$94K -2,610 -2%
Prudential Financial
73
Prudential Financial
New Jersey
$3.97M -$6.78M -188,199 -70%
CCMLC
74
Cardinal Capital Management LLC (Connecticut)
Connecticut
$3.84M -$15.1M -420,139 -78%
Twin Tree Management
75
Twin Tree Management
Texas
$3.77M

XPO Hedge Fund Activity: Q1 2023 in Review

383 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2023, worth a combined $3.35B — down 5.6% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of XPO and 49 opened new positions — a net loss of 25 holders — while 146 trimmed existing stakes and 113 added.

The largest buyer was Cercano Management, adding an estimated $69.1M. The largest seller was Anomaly Capital Management, exiting entirely with an estimated $96.9M sold.

  • 383 institutional investors held XPO (XPO) as of Q1 2023, down from 412 in Q4 2022.
  • Funds reported $3.35B of XPO stock for Q1 2023, down 5.6% quarter-over-quarter.
  • 49 funds opened new XPO positions in Q1 2023 and 74 closed out, a net change of -25 holders.
  • The largest XPO buyer in Q1 2023 was Cercano Management, an estimated $69.1M added.
  • The largest XPO seller in Q1 2023 was Anomaly Capital Management, an estimated $96.9M sold.

Based on aggregated 13F filings for Q1 2023.