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XPO
XPO

558 hedge funds and large institutions have $12.1B invested in XPO in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 45

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

19% more capital invested

Capital invested by funds: $10.2B → $12.1B (+$1.92B)

10% more funds holding

Funds holding: 506 → 558 (+52)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 175

9.07% less ownership

Funds ownership: 234.4% → 225.34% (-9.1%)

49% less call options, than puts

Call options by funds: $125M | Put options by funds: $245M

Holders
558
Holders Change
+52
Holders Change %
+10.28%
% of All Funds
9.71%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
101
Increased
191
Reduced
175
Closed
45
Calls
$125M
Puts
$245M
Net Calls
-$120M
Net Calls Change
-$82.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$167M
2
ECP
Empyrean Capital Partners
California
+$111M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$80.8M
5
N
Nuveen
North Carolina
+$71.2M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$227M
2
EIP
Epoch Investment Partners
New York
-$56.2M
3
FAM
Fred Alger Management
New York
-$43.1M
4
LAM
Lyrical Asset Management
New York
-$42.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$31.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
301
Centiva Capital
New York
$1.33M +$1.34M +27,529 New
ICM
302
Ionic Capital Management
New York
$1.33M – – –
CL
303
CSS LLC
Illinois
$1.33M +$1.34M +27,468 New
PSP
304
Principal Street Partners
Tennessee
$1.31M -$1.72M -35,312 -57%
SAM
305
Securian Asset Management
Minnesota
$1.31M -$42.6K -873 -3%
TCM
306
Tributary Capital Management
Nebraska
$1.3M – – –
AP
307
Archon Partners
New Jersey
$1.26M +$1.27M +26,023 New
Lazard Asset Management
308
Lazard Asset Management
New York
$1.25M -$677K -13,864 -35%
NAM
309
Nissay Asset Management
Japan
$1.22M -$70.3K -1,440 -5%
SAM
310
Steinberg Asset Management
New York
$1.21M -$1.4M -28,630 -53%
SW
311
SVB Wealth
Massachusetts
$1.21M +$357K +7,301 +41%
ProShare Advisors
312
ProShare Advisors
Maryland
$1.18M +$14K +287 +1%
PI
313
PFS Investments
Georgia
$1.16M +$899K +18,407 +344%
LSA
314
L & S Advisors
California
$1.16M +$1.17M +23,918 New
DILIC
315
Dai-ichi Life Insurance Company
Japan
$1.13M – – –
IAA
316
Independent Advisor Alliance
North Carolina
$1.12M +$240K +4,916 +27%
TRCT
317
Tower Research Capital (TRC)
New York
$1.11M -$124K -2,545 -10%
MC
318
Maverick Capital
Texas
$1.1M +$898K +18,395 +416%
CGH
319
Crossmark Global Holdings
Texas
$1.1M +$8.45K +173 +0.8%
KAS
320
Kestra Advisory Services
Texas
$1.07M +$134K +2,747 +14%
Natixis Advisors
321
Natixis Advisors
Massachusetts
$1.06M +$254K +5,192 +16%
S
322
swisspartners
Liechtenstein
$1.06M – – –
TD Asset Management
323
TD Asset Management
Ontario, Canada
$1.05M -$294K -6,014 -22%
TWI
324
Thomas White International
Illinois
$1.03M – – –
Luther King Capital Management (LKCM)
325
Luther King Capital Management (LKCM)
Texas
$1.02M -$5.37K -110 -0.5%
11 12
13
14 15

XPO Hedge Fund Activity: Q2 2021 in Review

558 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2021, worth a combined $12.1B — up 19% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new XPO positions and 45 closed out — a net gain of 56 holders — while 191 added to existing stakes and 175 trimmed.

The largest buyer was Vanguard Group, adding an estimated $167M. The largest seller was Orbis Allan Gray, cutting an estimated $227M.

  • 558 institutional investors held XPO (XPO) as of Q2 2021, up from 506 in Q1 2021.
  • Funds reported $12.1B of XPO stock for Q2 2021, up 19% quarter-over-quarter.
  • 101 funds opened new XPO positions in Q2 2021 and 45 closed out, a net change of +56 holders.
  • The largest XPO buyer in Q2 2021 was Vanguard Group, an estimated $167M added.
  • The largest XPO seller in Q2 2021 was Orbis Allan Gray, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2021.