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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
SAM
276
Securian Asset Management
Minnesota
$684K
EIP
277
Epoch Investment Partners
New York
$673K +$252K +5,414 +59%
BAMF
278
BI Asset Management Fondsmaeglerselskab
Denmark
$668K +$41.6K +895 +7%
CL
279
CSS LLC
Illinois
$658K +$156K +3,366 +31%
OQS
280
Occudo Quantitative Strategies
Florida
$657K +$663K +14,277 New
CGH
281
Crossmark Global Holdings
Texas
$646K +$43K +925 +7%
GC
282
Guggenheim Capital
Illinois
$619K -$30.4K -655 -5%
SAM
283
Steinberg Asset Management
New York
$618K -$54.1K -1,165 -8%
HighTower Advisors
284
HighTower Advisors
Illinois
$605K -$2.17M -46,764 -78%
SPIA
285
Steward Partners Investment Advisory
New York
$597K +$38.7K +833 +7%
S
286
swisspartners
Liechtenstein
$596K
MOS
287
MGO One Seven
Ohio
$569K -$139K -2,984 -19%
OAM
288
Oppenheimer Asset Management
New York
$553K +$57.3K +1,232 +11%
Luther King Capital Management (LKCM)
289
Luther King Capital Management (LKCM)
Texas
$551K +$6.65K +143 +1%
PGFC
290
Peapack-Gladstone Financial Corp
New Jersey
$548K -$13.7K -295 -2%
LCS
291
Levin Capital Strategies
New York
$542K +$547K +11,781 New
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$538K -$3.51M -75,624 -87%
MSRPS
293
Maryland State Retirement & Pension System
Maryland
$538K
WB
294
Webster Bank
Connecticut
$515K
Walleye Capital
295
Walleye Capital
New York
$506K +$511K +10,990 New
BFM
296
Boothbay Fund Management
New York
$497K -$293K -6,308 -37%
BBVA
297
Banco Bilbao Vizcaya Argentaria
Spain
$492K +$266K +5,717 +113%
SPC
298
Sigma Planning Corp
Michigan
$491K -$3.9K -84 -0.8%
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$487K -$21K -451 -4%
BAM
300
Belpointe Asset Management
Nevada
$484K -$1.32M -28,489 -73%

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.