We are live on ! Find out more

405 hedge funds and large institutions have $11.6B invested in XPO in 2017 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 131 increasing their positions, 126 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 47

62% more funds holding in top 10

Funds holding in top 10: 2642 (+16)

39% more capital invested

Capital invested by funds: $8.36B → $11.6B (+$3.24B)

14% more funds holding

Funds holding: 355405 (+50)

2.9% more ownership

Funds ownership: 302.64%305.53% (+2.9%)

4% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 126

2% more call options, than puts

Call options by funds: $210M | Put options by funds: $205M

Holders
405
Holders Change
+50
Holders Change %
+14.08%
% of All Funds
9.19%
Holding in Top 10
42
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+61.54%
% of All Funds
0.95%
New
99
Increased
131
Reduced
126
Closed
47
Calls
$210M
Puts
$205M
Net Calls
+$4.33M
Net Calls Change
-$5.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
226
Marshall Wace
United Kingdom
$1.72M +$1.39M +54,176 New
Envestnet Asset Management
227
Envestnet Asset Management
Illinois
$1.69M +$123K +4,800 +10%
LCG
228
Lisanti Capital Growth
New York
$1.66M -$1.4M -54,893 -51%
FBC
229
Fairfield, Bush & Co
Connecticut
$1.65M +$288K +11,277 +28%
PMFA
230
Plante Moran Financial Advisors
Michigan
$1.59M +$55.4K +2,168 +5%
SO
231
STRS Ohio
Ohio
$1.56M
RCA
232
Rowland Carmichael Advisors
Arizona
$1.49M
AQR Capital Management
233
AQR Capital Management
Connecticut
$1.49M +$12.5K +489 +1%
BNP Paribas Financial Markets
234
BNP Paribas Financial Markets
France
$1.48M -$158K -6,165 -12%
WKWM
235
Walter & Keenan Wealth Management
Indiana
$1.45M
JMPWA
236
JP Morgan Private Wealth Advisors
California
$1.45M
SB
237
Suntrust Banks
Georgia
$1.41M +$1.14M +44,403 New
Canada Life
238
Canada Life
Manitoba, Canada
$1.28M +$112K +4,366 +12%
TF
239
TIAA FSB
Florida
$1.25M -$6.53M -255,512 -87%
AG
240
Aperio Group
California
$1.21M +$85.7K +3,351 +10%
Principal Financial Group
241
Principal Financial Group
Iowa
$1.2M +$424K +16,591 +77%
Twin Tree Management
242
Twin Tree Management
Texas
$1.2M +$966K +37,767 New
CMANY
243
Capital Management Associates (New York)
New York
$1.19M
GCM
244
Graham Capital Management
Connecticut
$1.19M +$957K +37,435 New
WSCM
245
Wellington Shields Capital Management
New York
$1.16M
CONA
246
Capital One National Association
New York
$1.13M +$915K +35,767 New
EAMA
247
EFG Asset Management (Americas)
Florida
$1.13M +$185K +7,243 +26%
SAM
248
SignalPoint Asset Management
Missouri
$1.11M +$27K +1,056 +3%
BTS
249
BB&T Securities
Virginia
$1.09M +$399K +15,602 +84%
HCMT
250
Highland Capital Management (Tennessee)
Tennessee
$1.07M +$331K +12,945 +62%