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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$547M
2
OAG
2
Orbis Allan Gray
Bermuda
$524M
3
Morgan Stanley
3
Morgan Stanley
New York
$152M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$99.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$3.62M +$891K +7,300 +33%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$3.55M +$15.4K +126 +0.4%
CCIA
153
Campbell & Co Investment Adviser
Maryland
$3.53M +$3.53M +28,898 New
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$3.51M +$653K +5,352 +23%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$3.51M -$489K -4,010 -12%
SOMRS
156
State of Michigan Retirement System
Michigan
$3.48M +$85.4K +700 +3%
State Board of Administration of Florida Retirement System
157
State Board of Administration of Florida Retirement System
Florida
$3.47M -$31K -972 -0.9%
PCA
158
Pallas Capital Advisors
Massachusetts
$3.45M +$27.5K +225 +0.8%
Pathstone Holdings
159
Pathstone Holdings
New Jersey
$3.45M +$2.2M +17,993 +175%
PAMP
160
Polar Asset Management Partners
Ontario, Canada
$3.37M -$4.94M -40,500 -59%
NMIMC
161
Northwestern Mutual Investment Management Company
Wisconsin
$3.16M +$12K +98 +0.4%
Stifel Financial
162
Stifel Financial
Missouri
$3.15M +$40.5K +332 +1%
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.13M +$11.6K +95 +0.4%
AIP
164
Ameritas Investment Partners
Nebraska
$3.12M – – –
Osaic Holdings
165
Osaic Holdings
Arizona
$3.02M +$1M +8,233 +50%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$2.89M +$929K +7,612 +47%
NMERB
167
New Mexico Educational Retirement Board
New Mexico
$2.87M – – –
Pacer Advisors
168
Pacer Advisors
Pennsylvania
$2.86M +$139K +1,136 +5%
Calamos Advisors
169
Calamos Advisors
Illinois
$2.82M -$573K -4,693 -17%
ACM
170
Aquatic Capital Management
Illinois
$2.76M +$903K +7,400 +49%
EI
171
EAM Investors
California
$2.75M -$2.86M -23,458 -51%
IAA
172
Independent Advisor Alliance
North Carolina
$2.7M -$994K -8,148 -27%
Simplex Trading
173
Simplex Trading
Illinois
$2.68M +$2.68M +21,996 New
XSC
174
X-Square Capital
Puerto Rico
$2.6M -$80.4K -666 -3%
HCP
175
Holt Capital Partners
Texas
$2.5M -$12K -98 -0.5%
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