XPO
236 hedge funds and large institutions have $3.93B invested in XPO in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 60 reducing their positions, and 17 closing their positions.
165% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 17
72% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 60
15% more capital invested
Capital invested by funds: $3.4B → $3.93B (+$523M)
13% more funds holding
Funds holding: 209 → 236 (+27)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
8.35% less ownership
Funds ownership: 274.33% → 265.97% (-8.4%)
46% less call options, than puts
Call options by funds: $15.4M | Put options by funds: $28.3M
Top Buyers
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$76.6M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$39.7M |
| 3 |
CCI
Columbus Circle Investors
|
-$37.5M |
| 4 |
RA
Royce & Associates
New York
|
-$24.2M |
| 5 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
-$20.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
251
Price Capital Management
Lafayette,
Louisiana
| – | -$227K | -14,457 | Closed |
|
|
LCP
252
Longbow Capital Partners
New York
| – | -$219K | -13,945 | Closed |
|
253
Creative Planning
Overland Park,
Kansas
| – | -$9K | -578 | Closed |
|
|
BRWM
254
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$4K | -289 | Closed |
|
XPO Hedge Fund Activity: Q2 2015 in Review
236 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2015, worth a combined $3.93B — up 15% from $3.4B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new XPO positions and 17 closed out — a net gain of 28 holders — while 103 added to existing stakes and 60 trimmed.
The largest buyer was Harvard Management Company, opening a new position worth an estimated $117M. The largest seller was Fidelity Investments, cutting an estimated $76.6M.
- 236 institutional investors held XPO (XPO) as of Q2 2015, up from 209 in Q1 2015.
- Funds reported $3.93B of XPO stock for Q2 2015, up 15% quarter-over-quarter.
- 45 funds opened new XPO positions in Q2 2015 and 17 closed out, a net change of +28 holders.
- The largest XPO buyer in Q2 2015 was Harvard Management Company, an estimated $117M added.
- The largest XPO seller in Q2 2015 was Fidelity Investments, an estimated $76.6M sold.
Based on aggregated 13F filings for Q2 2015.