XPO
250 hedge funds and large institutions have $4.33B invested in XPO in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 12 closing their positions.
333% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 12
101% more call options, than puts
Call options by funds: $130M | Put options by funds: $64.5M
17% more funds holding
Funds holding: 213 → 250 (+37)
16% more capital invested
Capital invested by funds: $3.72B → $4.33B (+$611M)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
2% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 86
5.89% less ownership
Funds ownership: 267% → 261.11% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$60.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$30.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$134M |
| 2 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$101M |
| 3 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
-$39.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$39.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$24.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTB
251
Washington Trust Bank
Spokane,
Washington
| $1K | – | – | – |
|
|
252
Arrowstreet Capital
Boston,
Massachusetts
| – | -$24.6M | -1,941,528 | Closed |
|
|
DP
253
DSAM Partners
London,
United Kingdom
| – | -$7.81M | -615,864 | Closed |
|
|
JGC
254
J. Goldman & Co
New York
| – | -$4.42M | -348,413 | Closed |
|
|
PCM
255
Perkins Capital Management
Wayzata,
Minnesota
| – | -$876K | -69,104 | Closed |
|
|
AL
256
Airain Ltd
St. Peter Port,
Guernsey
| – | -$508K | -40,083 | Closed |
|
|
AW
257
Alpha Windward
Westwood,
Massachusetts
| – | -$431K | -34,003 | Closed |
|
|
HHC
258
Hutchin Hill Capital
New York
| – | -$301K | -23,709 | Closed |
|
|
QSS
259
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| – | -$227K | -18,051 | Closed |
|
260
Simplex Trading
Chicago,
Illinois
| – | -$29K | -2,079 | Closed |
|
|
MWP
261
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$11K | -867 | Closed |
|
|
TCM
262
Tradewinds Capital Management
Bellingham,
Washington
| – | -$2K | -176 | Closed |
|
XPO Hedge Fund Activity: Q4 2016 in Review
250 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2016, worth a combined $4.33B — up 16% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new XPO positions and 12 closed out — a net gain of 40 holders — while 84 added to existing stakes and 86 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $60.3M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $134M.
- 250 institutional investors held XPO (XPO) as of Q4 2016, up from 213 in Q3 2016.
- Funds reported $4.33B of XPO stock for Q4 2016, up 16% quarter-over-quarter.
- 52 funds opened new XPO positions in Q4 2016 and 12 closed out, a net change of +40 holders.
- The largest XPO buyer in Q4 2016 was OppenheimerFunds, an estimated $60.3M added.
- The largest XPO seller in Q4 2016 was Ontario Teachers' Pension Plan Board, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2016.