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XPO
XPO

Overview Fund Activity

355 hedge funds and large institutions have $8.36B invested in XPO in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 137 increasing their positions, 90 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+43
Holders Change %
+13.78%
% of All Funds
8.86%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
84
Increased
137
Reduced
90
Closed
41
Calls
$121M
Puts
$111M
Net Calls
+$9.65M
Net Calls Change
-$34.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$365M
2
Deutsche Bank
2
Deutsche Bank
Germany
$152M
3
American Century Companies
3
American Century Companies
Missouri
$208M
4
Citadel Advisors
4
Citadel Advisors
Florida
$121M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$80.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$50.7M
2
O
2
OppenheimerFunds
New York
$119M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.6M
4
Macquarie Group
4
Macquarie Group
Australia
$15.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
326
Smithfield Trust
Pennsylvania
$39K – – –
PAM
327
Paradigm Asset Management
New York
$37.3K – – –
SFG
328
SevenBridge Financial Group
Pennsylvania
$32K – – –
FPF
329
FNY Partners Fund
New York
$27K +$27K +1,157 New
WAS
330
Winch Advisory Services
Wisconsin
$26K – – –
LWM
331
Lenox Wealth Management
Ohio
$24K +$24K +1,055 New
Thrivent Financial for Lutherans
332
Thrivent Financial for Lutherans
Minnesota
$20K +$20K +867 New
FPS
333
Fieldpoint Private Securities
Connecticut
$17K +$17K +723 New
GWM
334
Geneos Wealth Management
Colorado
$16K – – –
NFG
335
Next Financial Group
Texas
$15K – – –
MFBTD
336
MB Financial Bank - Trust Department
Illinois
$12K +$12K +520 New
SIM
337
Sonora Investment Management
Arizona
$10.2K – – –
AIL
338
AGF Investments LLC
Ontario, Canada
$10K – – –
Nisa Investment Advisors
339
Nisa Investment Advisors
Missouri
$8K – – –
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +361 New
RE
341
RBC Europe
United Kingdom
$7.59K +$7.59K +324 New
BTIS
342
BB&T Investment Services
North Carolina
$7K +$5.29K +214 +310%
LWA
343
Lowe Wealth Advisors
Maryland
$7K +$7K +289 New
PA
344
Parallel Advisors
California
$6K -$23.1K -888 -79%
BCI
345
Brinker Capital Investments
Pennsylvania
$5K +$5K +208 New
FA
346
Fortis Advisors
Pennsylvania
$5K +$5K +217 New
NIC
347
Northwest Investment Counselors
Oregon
$5K +$5K +226 New
OFW
348
Omnia Family Wealth
Florida
$3K – – –
QAM
349
QCI Asset Management
New York
$3K – – –
QI
350
QS Investors
New York
$2K -$667 -29 -25%
12 13
14
15 16