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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
SOMRS
151
State of Michigan Retirement System
Michigan
$2.98M -$56.1K -500 -2%
Stifel Financial
152
Stifel Financial
Missouri
$2.88M +$152K +1,356 +5%
Pathstone Holdings
153
Pathstone Holdings
New Jersey
$2.88M -$123K -1,093 -4%
Citigroup
154
Citigroup
New York
$2.87M -$1.41M -12,545 -32%
SO
155
STRS Ohio
Ohio
$2.82M -$1.58M -14,120 -35%
NMIMC
156
Northwestern Mutual Investment Management Company
Wisconsin
$2.76M +$7.4K +66 +0.3%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.74M +$11.1K +99 +0.4%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$2.72M +$2.45M +21,889 +595%
EGM
159
Engineers Gate Manager
New York
$2.71M +$1.34M +11,942 +88%
HS
160
HighVista Strategies
Massachusetts
$2.7M -$1.45M -12,900 -34%
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$2.67M +$196K +1,744 +7%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$2.67M -$2.5M -22,327 -47%
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$2.65M -$527K -4,700 -16%
AIP
164
Ameritas Investment Partners
Nebraska
$2.63M -$96.9K -864 -3%
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$2.56M -$516K -4,600 -16%
NMERB
166
New Mexico Educational Retirement Board
New Mexico
$2.5M
IAA
167
Independent Advisor Alliance
North Carolina
$2.49M +$151K +1,349 +6%
X
168
Xponance
Pennsylvania
$2.47M +$1.06M +9,460 +69%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$2.46M +$311K +2,772 +14%
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$2.33M -$4.99M -44,482 -67%
SPC
171
Sigma Planning Corp
Michigan
$2.32M +$372K +3,318 +18%
XSC
172
X-Square Capital
Puerto Rico
$2.26M -$19.1K -170 -0.8%
KCM
173
Kennedy Capital Management
Missouri
$2.2M -$7.61M -67,911 -77%
SG Americas Securities
174
SG Americas Securities
New York
$2.17M +$2.29M +20,458 New
HCP
175
Holt Capital Partners
Texas
$2.16M -$8.97K -80 -0.4%