XPO
527 hedge funds and large institutions have $13.6B invested in XPO in 2024 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 134 increasing their positions, 184 reducing their positions, and 45 closing their positions.
142% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 45
38% more funds holding in top 10
Funds holding in top 10: 13 → 18 (+5)
37% more capital invested
Capital invested by funds: $9.95B → $13.6B (+$3.68B)
13% more funds holding
Funds holding: 468 → 527 (+59)
8% less call options, than puts
Call options by funds: $419M | Put options by funds: $455M
1.69% less ownership
Funds ownership: 97.98% → 96.29% (-1.7%)
27% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 184
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$97.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$68.7M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$67.1M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$61.8M |
| 5 |
ClearBridge Investments
New York
|
+$60M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$349M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$145M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$136M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$57.7M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$41M |
XPO Hedge Fund Activity: Q1 2024 in Review
527 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2024, worth a combined $13.6B — up 37% from $9.95B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new XPO positions and 45 closed out — a net gain of 64 holders — while 134 added to existing stakes and 184 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $97.7M. The largest seller was Fidelity Investments, cutting an estimated $349M.
- 527 institutional investors held XPO (XPO) as of Q1 2024, up from 468 in Q4 2023.
- Funds reported $13.6B of XPO stock for Q1 2024, up 37% quarter-over-quarter.
- 109 funds opened new XPO positions in Q1 2024 and 45 closed out, a net change of +64 holders.
- The largest XPO buyer in Q1 2024 was Capital Research Global Investors, an estimated $97.7M added.
- The largest XPO seller in Q1 2024 was Fidelity Investments, an estimated $349M sold.
Based on aggregated 13F filings for Q1 2024.