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XPO
XPO

415 hedge funds and large institutions have $6.88B invested in XPO in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 96 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more capital invested

Capital invested by funds: $3.35B → $6.88B (+$3.53B)

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

56% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 59

9.91% more ownership

Funds ownership: 90.85% → 100.76% (+9.9%)

8% more funds holding

Funds holding: 383 → 415 (+32)

14% less call options, than puts

Call options by funds: $179M | Put options by funds: $209M

35% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 148

Holders
415
Holders Change
+32
Holders Change %
+8.36%
% of All Funds
6.52%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
92
Increased
96
Reduced
148
Closed
59
Calls
$179M
Puts
$209M
Net Calls
-$30.2M
Net Calls Change
-$34.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$147M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.7M
3
Ameriprise
Ameriprise
Minnesota
+$89.2M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$58M
5
Citadel Advisors
Citadel Advisors
Florida
+$55.7M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$86.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$36.4M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$33.7M
4
CCM
Channing Capital Management
Illinois
-$32.9M
5
Norges Bank
Norges Bank
Norway
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
176
Guggenheim Capital
Illinois
$1.19M +$144K +3,181 +19%
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$1.18M +$35.5K +785 +4%
FPGT
178
Financial Partners Group (Tennessee)
Tennessee
$1.18M +$166K +3,672 +23%
VPIM
179
Vanguard Personalized Indexing Management
California
$1.15M -$6.66K -147 -0.7%
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$1.15M -$117K -2,591 -12%
WAM
181
Wolverine Asset Management
Illinois
$1.12M +$860K +19,000 New
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$1.12M +$107K +2,366 +14%
Mackenzie Financial
183
Mackenzie Financial
Ontario, Canada
$1.1M -$254K -5,603 -23%
BBVA
184
Banco Bilbao Vizcaya Argentaria
Spain
$1.06M -$203K -4,487 -20%
Nomura Holdings
185
Nomura Holdings
Japan
$1.03M +$792K +17,500 New
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$1.01M +$344K +7,600 +80%
VOYA Investment Management
187
VOYA Investment Management
Georgia
$1.01M +$50.1K +1,107 +7%
IAA
188
Independent Advisor Alliance
North Carolina
$950K +$199K +4,386 +37%
SAM
189
Southeastern Asset Management
Tennessee
$949K – – –
Envestnet Asset Management
190
Envestnet Asset Management
Illinois
$948K +$60.3K +1,331 +9%
Verition Fund Management
191
Verition Fund Management
Connecticut
$942K +$226K +4,995 +46%
Osaic Holdings
192
Osaic Holdings
Arizona
$895K -$645K -14,245 -48%
XT
193
XTX Topco
Cayman Islands
$887K +$681K +15,029 New
KJHP
194
K.J. Harrison & Partners
Ontario, Canada
$882K +$679K +15,000 New
LCG
195
Lisanti Capital Growth
New York
$851K +$653K +14,420 New
SOADOR
196
State of Alaska Department of Revenue
Alaska
$847K -$66.5K -1,469 -9%
X
197
Xponance
Pennsylvania
$826K -$64K -1,414 -9%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$817K -$59K -1,303 -9%
US Bancorp
199
US Bancorp
Minnesota
$811K +$7.2K +159 +1%
SIM
200
SummerHaven Investment Management
Connecticut
$805K -$125K -2,760 -17%
6 7
8
9 10

XPO Hedge Fund Activity: Q2 2023 in Review

415 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2023, worth a combined $6.88B — up 106% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XPO positions and 59 closed out — a net gain of 33 holders — while 96 added to existing stakes and 148 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $147M. The largest seller was Orbis Allan Gray, cutting an estimated $86.5M.

  • 415 institutional investors held XPO (XPO) as of Q2 2023, up from 383 in Q1 2023.
  • Funds reported $6.88B of XPO stock for Q2 2023, up 106% quarter-over-quarter.
  • 92 funds opened new XPO positions in Q2 2023 and 59 closed out, a net change of +33 holders.
  • The largest XPO buyer in Q2 2023 was Capital Research Global Investors, an estimated $147M added.
  • The largest XPO seller in Q2 2023 was Orbis Allan Gray, an estimated $86.5M sold.

Based on aggregated 13F filings for Q2 2023.