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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
PAMS
301
Pictet Asset Management (Switzerland)
Switzerland
$483K
William Blair & Company
302
William Blair & Company
Illinois
$473K -$76.3K -1,641 -14%
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$467K -$653K -14,055 -58%
EGA
304
E&G Advisors
Texas
$465K
BAAM
305
Baker Avenue Asset Management
California
$462K -$413K -8,890 -47%
JCM
306
Janney Capital Management
Pennsylvania
$461K +$124K +2,668 +36%
SP
307
Symmetry Partners
Connecticut
$459K -$25.5K -548 -5%
VFPI
308
Vantage Financial Partners (Illinois)
Illinois
$457K +$203K +4,376 +79%
GAM
309
Grandview Asset Management
Pennsylvania
$454K +$459K +9,867 New
LPP
310
Life Planning Partners
Florida
$443K +$447K +9,620 New
ESCM
311
Echo Street Capital Management
New York
$437K -$61.3K -1,319 -12%
BI
312
Ballast Inc
Kentucky
$423K -$91.9K -1,977 -18%
V
313
Veritable
Delaware
$423K +$159K +3,420 +59%
Franklin Resources
314
Franklin Resources
California
$423K +$171K +3,677 +67%
CF
315
Centaurus Financial
California
$422K +$3.63K +78 +0.9%
SCM
316
Shelton Capital Management
Colorado
$404K -$41.6K -895 -9%
MAM
317
Mystic Asset Management
Rhode Island
$402K +$407K +8,752 New
TWI
318
Thomas White International
Illinois
$401K -$173K -3,719 -30%
PCA
319
Pallas Capital Advisors
Massachusetts
$397K +$67.3K +1,449 +17%
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$391K +$51.5K +1,109 +15%
MML Investors Services
321
MML Investors Services
Massachusetts
$381K +$7.9K +170 +2%
PA
322
Profund Advisors
Maryland
$380K -$26.8K -576 -7%
GSWM
323
Golden State Wealth Management
California
$378K +$6.51K +140 +2%
CAG
324
Crestwood Advisors Group
Massachusetts
$367K -$196K -4,208 -35%
GPA
325
Guerra Pan Advisors
New Jersey
$364K +$367K +7,903 New

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.