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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 %
DTL
201
Dynamic Technology Lab
Singapore
$1.73M +$1.73M +14,134 New
X
202
Xponance
Pennsylvania
$1.68M -$21.1K -173 -1%
EGM
203
Engineers Gate Manager
New York
$1.66M +$878K +7,193 +112%
YIH
204
Y-Intercept (HK)
Hong Kong
$1.63M +$1.63M +13,383 New
SIC
205
Sigma Investment Counselors
Michigan
$1.62M – – –
SAM
206
Southeastern Asset Management
Tennessee
$1.59M -$243K -1,989 -13%
Mariner
207
Mariner
Kansas
$1.58M +$303K +2,484 +24%
Wealth Enhancement Advisory Services
208
Wealth Enhancement Advisory Services
Minnesota
$1.57M +$9.88K +81 +0.6%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$1.54M +$9.15K +75 +0.6%
EC
210
Estate Counselors
Wisconsin
$1.53M +$1.53M +12,575 New
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$1.52M – – –
RG
212
Rathbones Group
United Kingdom
$1.49M +$9.76K +80 +0.7%
NRG
213
Nemes Rush Group
Michigan
$1.49M -$16.5K -135 -1%
Prudential Financial
214
Prudential Financial
New Jersey
$1.46M +$251K +2,059 +21%
BBVA
215
Banco Bilbao Vizcaya Argentaria
Spain
$1.41M +$30.5K +250 +2%
DWM
216
Dakota Wealth Management
Florida
$1.41M +$1.41M +11,517 New
NYLIM
217
New York Life Investment Management
New York
$1.4M -$59.1K -484 -4%
NRD
218
Nebula Research & Development
New York
$1.38M +$1.38M +11,306 New
BCM
219
Bayesian Capital Management
New York
$1.32M +$1.32M +10,845 New
Verition Fund Management
220
Verition Fund Management
Connecticut
$1.3M -$3.23M -26,465 -71%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$1.3M -$156K -1,274 -11%
LCGC
222
Legacy Capital Group California
California
$1.29M -$33.8K -277 -3%
TCM
223
Traynor Capital Management
Pennsylvania
$1.27M -$14.6K -120 -1%
VPIM
224
Vanguard Personalized Indexing Management
California
$1.23M -$294K -2,407 -19%
LCG
225
Lisanti Capital Growth
New York
$1.22M +$1.22M +10,000 New
7 8
9
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