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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
MP
1
MFN Partners
Massachusetts
$404M
Vanguard Group
2
Vanguard Group
Pennsylvania
$343M +$380K +10,554 +0.1%
BlackRock
3
BlackRock
New York
$313M -$51.9M -1,439,815 -13%
OAG
4
Orbis Allan Gray
Bermuda
$311M -$8.7M -241,658 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$180M +$32.3M +896,499 +19%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$135M +$32.4M +900,818 +27%
AllianceBernstein
7
AllianceBernstein
Tennessee
$119M +$388K +10,772 +0.3%
State Street
8
State Street
Massachusetts
$103M -$2.42M -67,074 -2%
FCM
9
Frontier Capital Management
Massachusetts
$98.2M +$37.3M +1,034,354 +51%
CM
10
Cercano Management
Washington
$81.1M +$69.1M +1,919,866 +308%
CCM
11
Channing Capital Management
Illinois
$69.7M +$3.12M +86,733 +4%
ClearBridge Investments
12
ClearBridge Investments
New York
$62.7M +$834K +23,148 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$49.7M -$5.25M -145,802 -9%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$45.1M -$1.23M -34,030 -2%
Federated Hermes
15
Federated Hermes
Pennsylvania
$40.9M -$4.6M -127,858 -9%
Charles Schwab
16
Charles Schwab
California
$36.9M +$15.7M +436,731 +61%
Millennium Management
17
Millennium Management
New York
$35.2M +$638K +17,712 +2%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$34.8M +$39.3M +1,091,705 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$33.4M -$1.13M -31,292 -3%
Norges Bank
20
Norges Bank
Norway
$29.7M -$8.38M -232,600 -20%
Morgan Stanley
21
Morgan Stanley
New York
$29.3M -$17.3M -479,964 -34%
Fidelity International
22
Fidelity International
Bermuda
$29.3M -$22.9K -637 -0.1%
Renaissance Technologies
23
Renaissance Technologies
New York
$29.2M +$10.9M +302,500 +49%
DLA
24
Douglas Lane & Associates
New York
$28M -$2.44M -67,744 -7%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$27.9M +$1.65M +45,896 +6%

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.