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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
TRSOTSOK
176
Teachers Retirement System of the State of Kentucky
Kentucky
$589K
Connor, Clark & Lunn Investment Management (CC&L)
177
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$562K +$634K +17,603 New
Macquarie Group
178
Macquarie Group
Australia
$542K -$2.05M -56,855 -77%
OC
179
Oarsman Capital
Wisconsin
$541K +$50.7K +1,407 +9%
GC
180
Guggenheim Capital
Illinois
$541K -$139K -3,865 -19%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$527K +$34.8K +965 +6%
SIM
182
SummerHaven Investment Management
Connecticut
$523K +$18.3K +508 +3%
FPGT
183
Financial Partners Group (Tennessee)
Tennessee
$518K +$20.7K +574 +4%
SAM
184
Southeastern Asset Management
Tennessee
$513K
VOYA Investment Management
185
VOYA Investment Management
Georgia
$510K -$9.29K -258 -2%
SOADOR
186
State of Alaska Department of Revenue
Alaska
$504K -$5.22K -145 -0.9%
EI
187
Ethic Inc
New York
$497K +$561K +15,590 New
X
188
Xponance
Pennsylvania
$492K -$9K -250 -2%
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$483K -$105K -2,928 -16%
AT
190
American Trust
Kentucky
$480K +$32.9K +914 +6%
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$470K -$109K -3,027 -17%
KTA
192
Keeley-Teton Advisors
Illinois
$464K -$219K -6,094 -30%
TRCT
193
Tower Research Capital (TRC)
New York
$443K +$292K +8,102 +140%
PAMS
194
Pictet Asset Management (Switzerland)
Switzerland
$437K +$50K +1,387 +11%
I
195
InceptionR
California
$436K +$96K +2,667 +24%
US Bancorp
196
US Bancorp
Minnesota
$433K +$7.06K +196 +1%
SIC
197
Sigma Investment Counselors
Michigan
$423K
CWM
198
C2C Wealth Management
Arizona
$418K +$462K +12,838 New
MF
199
Magnetar Financial
Illinois
$414K +$467K +12,978 New
SSA
200
Schonfeld Strategic Advisors
New York
$412K +$466K +12,930 New

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.