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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: 611 (+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: 383415 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
201
Boston Partners
Massachusetts
$804K -$1.96M -43,260 -76%
TCM
202
Teza Capital Management
Illinois
$802K +$615K +13,587 New
AT
203
American Trust
Kentucky
$800K -$67.5K -1,490 -10%
SIC
204
Sigma Investment Counselors
Michigan
$782K
SIG
205
Sargent Investment Group
Maryland
$779K +$64.1K +1,415 +12%
AWM
206
AE Wealth Management
Kansas
$779K +$242K +5,353 +68%
DFCM
207
Dark Forest Capital Management
Puerto Rico
$779K +$228K +5,045 +62%
PAMS
208
Pictet Asset Management (Switzerland)
Switzerland
$775K -$25.2K -556 -4%
SAM
209
Sandbar Asset Management
United Kingdom
$754K +$579K +12,785 New
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$735K
CWM
211
C2C Wealth Management
Arizona
$733K -$46.6K -1,030 -8%
NRG
212
Nemes Rush Group
Michigan
$728K +$559K +12,335 New
FFG
213
Fortem Financial Group
California
$714K -$478K -10,551 -47%
MF
214
Magnetar Financial
Illinois
$706K -$46K -1,015 -8%
Mitsubishi UFJ Trust & Banking
215
Mitsubishi UFJ Trust & Banking
Japan
$703K -$630K -13,904 -54%
AA
216
Ancora Advisors
Ohio
$682K -$226 -5 -0%
TCM
217
Traynor Capital Management
Pennsylvania
$674K -$447K -9,882 -46%
TRCT
218
Tower Research Capital (TRC)
New York
$663K -$120K -2,652 -19%
WG
219
Winton Group
United Kingdom
$637K +$35.7K +789 +8%
CGH
220
Crossmark Global Holdings
Texas
$635K +$8.11K +179 +2%
VFA
221
Values First Advisors
Tennessee
$635K +$69.1K +1,525 +17%
HSBC Holdings
222
HSBC Holdings
United Kingdom
$630K +$70K +1,545 +17%
Wolverine Trading
223
Wolverine Trading
Illinois
$629K +$480K +10,608 New
Axa
224
Axa
France
$625K -$4.31M -95,149 -90%
PP
225
Patten & Patten
Tennessee
$625K

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.