We are live on ! Find out more

454 hedge funds and large institutions have $12.5B invested in XPO in 2018 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 130 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 38

82% more call options, than puts

Call options by funds: $169M | Put options by funds: $92.5M

12% more funds holding

Funds holding: 405454 (+49)

7% more capital invested

Capital invested by funds: $11.6B → $12.5B (+$864M)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

9.91% less ownership

Funds ownership: 305.53%295.62% (-9.9%)

23% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 168

Holders
454
Holders Change
+49
Holders Change %
+12.1%
% of All Funds
10.41%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
91
Increased
130
Reduced
168
Closed
38
Calls
$169M
Puts
$92.5M
Net Calls
+$76.1M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FBC
251
Fairfield, Bush & Co
Connecticut
$1.56M -$263K -7,879 -15%
CSA
252
Cottage Street Advisors
Massachusetts
$1.54M +$1.46M +43,805 New
XK
253
Xact Kapitalforvaltning
Sweden
$1.54M +$482K +14,457 +49%
JMPWA
254
JP Morgan Private Wealth Advisors
California
$1.52M -$81.7K -2,449 -5%
EAMA
255
EFG Asset Management (Americas)
Florida
$1.5M +$234K +7,011 +20%
Principal Financial Group
256
Principal Financial Group
Iowa
$1.48M +$137K +4,117 +11%
SSA
257
Schonfeld Strategic Advisors
New York
$1.48M -$6.93M -207,646 -83%
MFS
258
Monetta Financial Services
Illinois
$1.48M +$1.4M +41,925 New
Treasurer of the State of North Carolina
259
Treasurer of the State of North Carolina
North Carolina
$1.44M +$1.37M +41,014 New
B
260
BP
United Kingdom
$1.43M +$1.35M +40,480 New
CF
261
Centaurus Financial
California
$1.36M +$603K +18,069 +88%
GAM
262
Gotham Asset Management
New York
$1.34M -$21.4M -642,644 -94%
SAM
263
SignalPoint Asset Management
Missouri
$1.34M +$104K +3,114 +9%
CMANY
264
Capital Management Associates (New York)
New York
$1.32M
Fidelity International
265
Fidelity International
Bermuda
$1.3M -$581K -17,406 -32%
WSCM
266
Wellington Shields Capital Management
New York
$1.29M
EF
267
Empowered Funds
Pennsylvania
$1.27M +$1.25M +37,522 New
WG
268
Winton Group
United Kingdom
$1.25M +$1.18M +35,460 New
CONA
269
Capital One National Association
New York
$1.24M -$15.5K -466 -1%
VCM
270
Virtue Capital Management
Tennessee
$1.24M +$525K +15,752 +85%
LAIC
271
Lederer & Associates Investment Counsel
California
$1.23M +$1.17M +34,986 New
QSS
272
Quantitative Systematic Strategies
Florida
$1.18M +$1.12M +33,471 New
BNP Paribas Asset Management
273
BNP Paribas Asset Management
France
$1.17M +$789K +23,649 +250%
CIBC World Market
274
CIBC World Market
Ontario, Canada
$1.15M +$1.09M +32,745 New
CTA
275
Chesley Taft & Associates
Illinois
$1.15M +$1.09M +32,716 New

XPO Hedge Fund Activity: Q1 2018 in Review

454 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2018, worth a combined $12.5B — up 7.4% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new XPO positions and 38 closed out — a net gain of 53 holders — while 130 added to existing stakes and 168 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $74.2M. The largest seller was Citadel Advisors, cutting an estimated $161M.

  • 454 institutional investors held XPO (XPO) as of Q1 2018, up from 405 in Q4 2017.
  • Funds reported $12.5B of XPO stock for Q1 2018, up 7.4% quarter-over-quarter.
  • 91 funds opened new XPO positions in Q1 2018 and 38 closed out, a net change of +53 holders.
  • The largest XPO buyer in Q1 2018 was AllianceBernstein, an estimated $74.2M added.
  • The largest XPO seller in Q1 2018 was Citadel Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2018.