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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
BCM
276
Beryl Capital Management
California
$1.14M -$2.43M -72,921 -69%
TF
277
TIAA FSB
Florida
$1.12M -$261K -7,827 -20%
EMG
278
Ellington Management Group
Connecticut
$1.09M +$1.03M +30,938 New
SOADOR
279
State of Alaska Department of Revenue
Alaska
$1.07M +$231K +6,911 +30%
GCM
280
Graham Capital Management
Connecticut
$1.05M -$253K -7,593 -20%
CEP
281
Chicago Equity Partners
Illinois
$1.05M +$360K +10,799 +57%
FHA
282
Flagship Harbor Advisors
Massachusetts
$1.04M +$52.9K +1,587 +5%
AAM
283
Aureus Asset Management
Massachusetts
$1.02M
CM
284
Caption Management
Oklahoma
$1.02M +$964K +28,914 New
TCM
285
Teza Capital Management
Illinois
$1.01M +$957K +28,680 New
DADC
286
D.A. Davidson & Co
Montana
$980K +$108K +3,235 +13%
Creative Planning
287
Creative Planning
Kansas
$973K +$563K +16,886 +157%
Brown Advisory
288
Brown Advisory
Maryland
$969K +$625K +18,751 +213%
AG
289
Advisor Group
Arizona
$959K +$607K +18,189 +201%
CA
290
Cynosure Advisors
Utah
$906K +$9.67K +290 +1%
MC
291
Middleton & Co
Massachusetts
$869K -$96K -2,877 -10%
UFF
292
USA Financial Formulas
Michigan
$852K +$807K +24,204 New
SIC
293
Sigma Investment Counselors
Michigan
$800K +$758K +22,721 New
FNBOO
294
First National Bank of Omaha
Nebraska
$773K
MLICM
295
Metropolitan Life Insurance Company (MetLife)
New York
$756K +$500 +15 +0.1%
DAM
296
Deltec Asset Management
New York
$754K
DCM
297
Dupont Capital Management
Delaware
$751K -$233K -7,000 -25%
DekaBank Deutsche Girozentrale
298
DekaBank Deutsche Girozentrale
Germany
$737K -$9.4M -281,767 -93%
Zurich Cantonal Bank
299
Zurich Cantonal Bank
Switzerland
$712K +$73.9K +2,215 +12%
CG
300
Cutler Group
California
$703K -$2.61M -78,140 -80%

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.