We are live on ! Find out more

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
MIP
326
Marietta Investment Partners
Wisconsin
$456K +$40.5K +1,215 +10%
LTFS
327
Ladenburg Thalmann Financial Services
Florida
$455K +$63.5K +1,903 +17%
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$445K +$63.6K +1,908 +18%
PCM
329
Perkins Capital Management
Minnesota
$433K +$72.3K +2,168 +21%
Envestnet Asset Management
330
Envestnet Asset Management
Illinois
$431K -$1.36M -40,823 -77%
FHA
331
First Horizon Advisors
Tennessee
$417K
IAA
332
Independent Advisor Alliance
North Carolina
$404K -$2.5K -75 -0.6%
HighTower Advisors
333
HighTower Advisors
Illinois
$401K -$54.1K -1,622 -12%
SAM
334
Seelaus Asset Management
New Jersey
$400K +$96.5K +2,892 +34%
HK
335
Horizon Kinetics
New York
$398K -$123K -3,690 -25%
Chevy Chase Trust
336
Chevy Chase Trust
Maryland
$387K -$19.3K -579 -5%
WAM
337
World Asset Management
Michigan
$383K -$84.9K -2,545 -19%
FWCM
338
First Western Capital Management
California
$382K -$71.5K -2,143 -16%
Los Angeles Capital Management
339
Los Angeles Capital Management
California
$375K +$355K +10,655 New
Wolverine Trading
340
Wolverine Trading
Illinois
$373K -$24.2K -725 -6%
Cambridge Investment Research Advisors
341
Cambridge Investment Research Advisors
Iowa
$369K -$272K -8,166 -44%
KCM
342
Kendall Capital Management
Maryland
$359K +$340K +10,207 New
Manulife (Manufacturers Life Insurance)
343
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$349K -$9.37K -281 -3%
LGC
344
Laurel Grove Capital
California
$341K
VWA
345
V Wealth Advisors
Kansas
$340K +$19.4K +581 +6%
PAG
346
Private Advisor Group
New Jersey
$338K +$33.7K +1,009 +12%
DZ Bank
347
DZ Bank
Germany
$337K +$319K +9,568 New
JIC
348
Johnson Investment Counsel
Ohio
$337K +$320K +9,594 New
VRS
349
Virginia Retirement Systems
Virginia
$326K +$309K +9,252 New
IC
350
InterOcean Capital
Illinois
$311K +$295K +8,833 New

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.