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401 hedge funds and large institutions have $6.85B invested in XPO in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $4.41B → $6.85B (+$2.43B)

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

28% more call options, than puts

Call options by funds: $165M | Put options by funds: $128M

6% more funds holding

Funds holding: 380401 (+21)

0.18% less ownership

Funds ownership: 281.92%281.75% (-0.18%)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

Holders
401
Holders Change
+21
Holders Change %
+5.53%
% of All Funds
8.22%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
68
Increased
127
Reduced
154
Closed
46
Calls
$165M
Puts
$128M
Net Calls
+$36.5M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Securian Asset Management
Minnesota
$713K -$16.2K -676 -2%
BL
252
BFSG LLC
California
$695K +$622K +25,999 New
CGH
253
Crossmark Global Holdings
Texas
$688K +$50.5K +2,110 +9%
SPIA
254
Steward Partners Investment Advisory
New York
$688K +$585K +24,432 +1,829%
PI
255
PineBridge Investments
New York
$686K +$615K +25,690 New
X
256
Xponance
Pennsylvania
$667K +$598K +24,961 New
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$640K +$270K +11,274 +85%
DILIC
258
Dai-ichi Life Insurance Company
Japan
$625K -$25K -1,044 -4%
MC
259
Middleton & Co
Massachusetts
$612K -$436K -18,201 -44%
WBC
260
Westpac Banking Corp
Australia
$605K
WB
261
Webster Bank
Connecticut
$602K +$1.46K +61 +0.3%
TWI
262
Thomas White International
Illinois
$578K
Luther King Capital Management (LKCM)
263
Luther King Capital Management (LKCM)
Texas
$570K -$17K -709 -3%
BI
264
Ballast Inc
Kentucky
$568K
SRAM
265
Spouting Rock Asset Management
Pennsylvania
$566K +$507K +21,182 New
CAG
266
Crestwood Advisors Group
Massachusetts
$559K -$35.3K -1,474 -7%
AR
267
Advisory Research
Illinois
$528K -$110K -4,583 -19%
II
268
IFM Investors
Australia
$518K -$157K -6,572 -25%
GCM
269
Gables Capital Management
Florida
$518K -$6.92K -289 -1%
WSCM
270
Wellington Shields Capital Management
New York
$518K
CS
271
Candriam SCA
Luxembourg
$503K -$27.8K -1,162 -6%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$502K
ProShare Advisors
273
ProShare Advisors
Maryland
$493K +$442K +18,459 New
EGA
274
E&G Advisors
Texas
$487K
TI
275
Trexquant Investment
Connecticut
$475K +$426K +17,779 New

XPO Hedge Fund Activity: Q2 2020 in Review

401 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2020, worth a combined $6.85B — up 55% from $4.41B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XPO positions and 46 closed out — a net gain of 22 holders — while 127 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Spruce House Investment Management, cutting an estimated $302M.

  • 401 institutional investors held XPO (XPO) as of Q2 2020, up from 380 in Q1 2020.
  • Funds reported $6.85B of XPO stock for Q2 2020, up 55% quarter-over-quarter.
  • 68 funds opened new XPO positions in Q2 2020 and 46 closed out, a net change of +22 holders.
  • The largest XPO buyer in Q2 2020 was Fidelity Investments, an estimated $113M added.
  • The largest XPO seller in Q2 2020 was Spruce House Investment Management, an estimated $302M sold.

Based on aggregated 13F filings for Q2 2020.