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XPO
XPO

388 hedge funds and large institutions have $5.5B invested in XPO in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.98% more ownership

Funds ownership: 254.84% → 270.81% (+16%)

10% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 124

9% less funds holding

Funds holding: 427 → 388 (-39)

13% less capital invested

Capital invested by funds: $6.35B → $5.5B (-$855M)

14% less call options, than puts

Call options by funds: $144M | Put options by funds: $168M

27% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 110

58% less funds holding in top 10

Funds holding in top 10: 19 → 8 (-11)

Holders
388
Holders Change
-39
Holders Change %
-9.13%
% of All Funds
8.4%
Holding in Top 10
8
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-57.89%
% of All Funds
0.17%
New
80
Increased
137
Reduced
124
Closed
110
Calls
$144M
Puts
$168M
Net Calls
-$24M
Net Calls Change
-$105M

Top Buyers

1
BlackRock
BlackRock
New York
+$267M
2
State Street
State Street
Massachusetts
+$80.5M
3
OAG
Orbis Allan Gray
Bermuda
+$59.7M
4
EIP
Epoch Investment Partners
New York
+$57.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$37.8M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$96.4M
2
SIG
Senator Investment Group
New York
-$85.6M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$71M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$65.7M
5
ZCI
Zevenbergen Capital Investments
Washington
-$61.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
251
Dupont Capital Management
Delaware
$468K -$422K -21,978 -47%
AB
252
AT Bancorp
Iowa
$460K +$136K +7,098 +40%
BC
253
Brinker Capital
Pennsylvania
$447K +$462K +24,042 New
CCG
254
Ceeto Capital Group
Florida
$430K – – –
IA
255
Icon Advisers
Colorado
$430K +$444K +23,131 New
SIC
256
Sigma Investment Counselors
Michigan
$422K – – –
WBC
257
Westpac Banking Corp
Australia
$421K – – –
PPSG
258
Princeton Portfolio Strategies Group
New Jersey
$408K +$130K +6,795 +45%
EGA
259
E&G Advisors
Texas
$395K -$5.55K -289 -1%
WAM
260
World Asset Management
Michigan
$394K +$170K +8,834 +72%
First Trust Advisors
261
First Trust Advisors
Illinois
$393K -$10.8M -561,271 -96%
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$385K +$4.72K +246 +1%
GCM
263
Gables Capital Management
Florida
$384K -$74.9K -3,903 -16%
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
$382K +$394K +20,546 New
II
265
IFM Investors
Australia
$376K – – –
New York State Teachers Retirement System (NYSTRS)
266
New York State Teachers Retirement System (NYSTRS)
New York
$371K +$383K +19,951 New
TFS
267
Thoroughbred Financial Services
Tennessee
$367K -$5.55K -289 -1%
HKAM
268
Horizon Kinetics Asset Management
New York
$367K +$379K +19,719 New
PA
269
Pinnacle Associates
New York
$364K -$103K -5,349 -21%
LIA
270
LS Investment Advisors
Michigan
$363K +$324K +16,871 +629%
WSCM
271
Wellington Shields Capital Management
New York
$360K -$97.1K -5,060 -21%
LTFS
272
Ladenburg Thalmann Financial Services
Florida
$359K -$29.4K -1,532 -7%
HCA
273
Harbour Capital Advisors
Virginia
$357K +$369K +19,199 New
BWCS
274
Beirne Wealth Consulting Services
Connecticut
$355K +$367K +19,124 New
BFM
275
Boothbay Fund Management
New York
$323K +$334K +17,377 New
9 10
11
12 13

XPO Hedge Fund Activity: Q1 2019 in Review

388 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2019, worth a combined $5.5B — down 13% from $6.35B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of XPO and 80 opened new positions — a net loss of 30 holders — while 124 trimmed existing stakes and 137 added.

The largest buyer was BlackRock, adding an estimated $267M. The largest seller was VOYA Investment Management, cutting an estimated $96.4M.

  • 388 institutional investors held XPO (XPO) as of Q1 2019, down from 427 in Q4 2018.
  • Funds reported $5.5B of XPO stock for Q1 2019, down 13% quarter-over-quarter.
  • 80 funds opened new XPO positions in Q1 2019 and 110 closed out, a net change of -30 holders.
  • The largest XPO buyer in Q1 2019 was BlackRock, an estimated $267M added.
  • The largest XPO seller in Q1 2019 was VOYA Investment Management, an estimated $96.4M sold.

Based on aggregated 13F filings for Q1 2019.