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495 hedge funds and large institutions have $11.8B invested in XPO in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 175 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 41

100% more call options, than puts

Call options by funds: $221M | Put options by funds: $111M

9% more funds holding

Funds holding: 454495 (+41)

8% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 162

5% less capital invested

Capital invested by funds: $12.5B → $11.8B (-$617M)

10.23% less ownership

Funds ownership: 295.62%285.39% (-10%)

16% less funds holding in top 10

Funds holding in top 10: 4336 (-7)

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
11.33%
Holding in Top 10
36
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.28%
% of All Funds
0.82%
New
86
Increased
175
Reduced
162
Closed
41
Calls
$221M
Puts
$111M
Net Calls
+$110M
Net Calls Change
+$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
251
Plante Moran Financial Advisors
Michigan
$1.79M
VCM
252
Virtue Capital Management
Tennessee
$1.78M +$620K +17,094 +50%
TM
253
Tiger Management
New York
$1.75M +$1.84M +50,599 New
PI
254
Parkside Investments
Illinois
$1.73M -$658K -18,144 -26%
SSI
255
Scott & Selber Inc
Texas
$1.71M +$1.79M +49,287 New
AG
256
Aperio Group
California
$1.68M -$33.1K -911 -2%
AB
257
Amalgamated Bank
New York
$1.67M -$828K -22,833 -32%
CC
258
Cannell & Co
New York
$1.67M -$213K -5,884 -11%
BF
259
BOK Financial
Oklahoma
$1.65M -$257K -7,076 -13%
TCM
260
Tributary Capital Management
Nebraska
$1.64M -$52.5K -1,446 -3%
TCM
261
Tygh Capital Management
Oregon
$1.64M -$7.42M -204,531 -81%
RCA
262
Rowland Carmichael Advisors
Arizona
$1.63M
FBC
263
Fairfield, Bush & Co
Connecticut
$1.59M +$62.4K +1,720 +4%
AG
264
Advisor Group
Arizona
$1.59M +$680K +18,731 +69%
WKWM
265
Walter & Keenan Wealth Management
Indiana
$1.59M
DC
266
Diametric Capital
Massachusetts
$1.59M -$788K -21,726 -32%
Skandinaviska Enskilda Banken (SEB)
267
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.57M +$1.65M +45,395 New
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$1.57M +$1.64M +45,236 +196,678%
Citigroup
269
Citigroup
New York
$1.56M -$292K -8,058 -15%
Principal Financial Group
270
Principal Financial Group
Iowa
$1.54M +$88.9K +2,449 +6%
KAS
271
Kemnay Advisory Services
New York
$1.52M +$1.59M +43,851 New
JMPWA
272
JP Morgan Private Wealth Advisors
California
$1.51M +$8.93K +246 +0.6%
MAG
273
Millrace Asset Group
Pennsylvania
$1.5M -$525K -14,457 -25%
BNP Paribas Asset Management
274
BNP Paribas Asset Management
France
$1.46M +$326K +8,986 +27%
CF
275
Centaurus Financial
California
$1.46M +$127K +3,487 +9%

XPO Hedge Fund Activity: Q2 2018 in Review

495 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2018, worth a combined $11.8B — down 5% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new XPO positions and 41 closed out — a net gain of 45 holders — while 175 added to existing stakes and 162 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $101M. The largest seller was Anchorage Capital Group, cutting an estimated $137M.

  • 495 institutional investors held XPO (XPO) as of Q2 2018, up from 454 in Q1 2018.
  • Funds reported $11.8B of XPO stock for Q2 2018, down 5% quarter-over-quarter.
  • 86 funds opened new XPO positions in Q2 2018 and 41 closed out, a net change of +45 holders.
  • The largest XPO buyer in Q2 2018 was VOYA Investment Management, an estimated $101M added.
  • The largest XPO seller in Q2 2018 was Anchorage Capital Group, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2018.