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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
SSWM
301
Sheets Smith Wealth Management
North Carolina
$681K -$6.84K -205 -1%
CA
302
Commerzbank Aktiengesellschaft
Germany
$662K
MS
303
Maven Securities
Jersey
$657K +$622K +18,649 New
AB
304
AT Bancorp
Iowa
$655K -$18.5K -555 -3%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$629K -$142K -4,271 -19%
Commonwealth Equity Services
306
Commonwealth Equity Services
Massachusetts
$629K +$110K +3,285 +23%
BAAM
307
Baker Avenue Asset Management
California
$627K +$23.6K +708 +4%
LFAS
308
Level Four Advisory Services
Texas
$611K +$95.7K +2,868 +20%
PIA
309
Phoenix Investment Adviser
New York
$611K +$579K +17,348 New
OAM
310
Oppenheimer Asset Management
New York
$605K -$62.4K -1,871 -10%
AR
311
Advisory Research
Illinois
$603K -$2.21M -66,207 -79%
PP
312
Paloma Partners
Connecticut
$599K +$567K +17,013 New
VIA
313
Vident Investment Advisory
Georgia
$577K -$4.46M -133,718 -89%
SG Americas Securities
314
SG Americas Securities
New York
$561K +$532K +15,940 New
MOACM
315
Mutual of America Capital Management
New York
$548K
PPSG
316
Princeton Portfolio Strategies Group
New Jersey
$537K +$19.8K +593 +4%
TU
317
TDAM USA
Ontario, Canada
$535K -$392K -11,745 -44%
CWM
318
Chesapeake Wealth Management
Virginia
$516K +$489K +14,659 New
JCM
319
Janney Capital Management
Pennsylvania
$509K
SPC
320
Sigma Planning Corp
Michigan
$507K +$188K +5,638 +64%
GH
321
GAM Holding
Switzerland
$498K -$362K -10,843 -43%
EGA
322
E&G Advisors
Texas
$496K
B
323
Barings
North Carolina
$489K
SGCA
324
Steel Grove Capital Advisors
Tennessee
$488K -$200K -5,983 -30%
Comerica Bank
325
Comerica Bank
Texas
$482K -$11.8K -353 -3%

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.