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486 hedge funds and large institutions have $6.97B invested in XPO in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 163 increasing their positions, 150 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $105M | Put options by funds: $80.2M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7.18% more ownership

Funds ownership: 125.14%132.32% (+7.2%)

10% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 81

9% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 150

3% more capital invested

Capital invested by funds: $6.78B → $6.97B (+$190M)

0% more funds holding

Funds holding: 484486 (+2)

Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.48%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
89
Increased
163
Reduced
150
Closed
81
Calls
$105M
Puts
$80.2M
Net Calls
+$24.5M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CMANY
251
Capital Management Associates (New York)
New York
$914K +$156K +3,366 +20%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$904K +$886K +19,065 +3,120%
KAS
253
Kestra Advisory Services
Texas
$897K -$6.88K -148 -0.8%
LSA
254
Leonteq Securities AG
Switzerland
$886K +$314K +6,759 +54%
SAM
255
Southeastern Asset Management
Tennessee
$883K +$892K +19,191 New
WKWM
256
Walter & Keenan Wealth Management
Indiana
$873K
TEC
257
Tiger Eye Capital
Tennessee
$855K -$11.9M -256,932 -93%
OC
258
Oarsman Capital
Wisconsin
$851K -$3.44K -74 -0.4%
DTL
259
Dynamic Technology Lab
Singapore
$841K +$170K +3,650 +25%
CWM
260
C2C Wealth Management
Arizona
$838K +$846K +18,203 New
Mitsubishi UFJ Trust & Banking
261
Mitsubishi UFJ Trust & Banking
Japan
$829K -$680K -14,637 -45%
SAM
262
Seelaus Asset Management
New Jersey
$794K +$334K +7,181 +71%
FHA
263
Flagship Harbor Advisors
Massachusetts
$792K
Truist Financial
264
Truist Financial
North Carolina
$780K +$57.2K +1,230 +8%
HW
265
Hancock Whitney
Mississippi
$775K -$22.8K -491 -3%
FLPIM
266
F.L. Putnam Investment Management
Massachusetts
$771K -$1.78M -38,201 -69%
PSP
267
Principal Street Partners
Tennessee
$751K +$196K +4,213 +35%
BNP Paribas Asset Management
268
BNP Paribas Asset Management
France
$747K
AIC
269
Aurora Investment Counsel
Georgia
$744K -$143K -3,083 -16%
Simplex Trading
270
Simplex Trading
Illinois
$743K -$342K -7,352 -31%
1IA
271
1834 Investment Advisors
Wisconsin
$741K -$568K -12,215 -43%
ProShare Advisors
272
ProShare Advisors
Maryland
$728K +$168K +3,617 +30%
MC
273
Middleton & Co
Massachusetts
$721K +$91.9K +1,977 +14%
ATPW
274
Ashton Thomas Private Wealth
Arizona
$712K +$719K +15,480 New
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$685K -$388K -8,356 -36%

XPO Hedge Fund Activity: Q4 2021 in Review

486 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2021, worth a combined $6.97B — up 2.8% from $6.78B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new XPO positions and 81 closed out — a net gain of 8 holders — while 163 added to existing stakes and 150 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $63.6M.

  • 486 institutional investors held XPO (XPO) as of Q4 2021, up from 484 in Q3 2021.
  • Funds reported $6.97B of XPO stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 89 funds opened new XPO positions in Q4 2021 and 81 closed out, a net change of +8 holders.
  • The largest XPO buyer in Q4 2021 was Massachusetts Financial Services, an estimated $104M added.
  • The largest XPO seller in Q4 2021 was Goldman Sachs, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2021.