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495 hedge funds and large institutions have $11.8B invested in XPO in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 175 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 41

100% more call options, than puts

Call options by funds: $221M | Put options by funds: $111M

9% more funds holding

Funds holding: 454495 (+41)

8% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 162

5% less capital invested

Capital invested by funds: $12.5B → $11.8B (-$617M)

10.23% less ownership

Funds ownership: 295.62%285.39% (-10%)

16% less funds holding in top 10

Funds holding in top 10: 4336 (-7)

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
11.33%
Holding in Top 10
36
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.28%
% of All Funds
0.82%
New
86
Increased
175
Reduced
162
Closed
41
Calls
$221M
Puts
$111M
Net Calls
+$110M
Net Calls Change
+$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
326
Highland Capital Management (Tennessee)
Tennessee
$720K +$754K +20,783 New
SMDAM
327
Sumitomo Mitsui DS Asset Management
Japan
$718K +$752K +20,726 New
CWM
328
Chesapeake Wealth Management
Virginia
$717K +$219K +6,035 +41%
TCM
329
Traynor Capital Management
Pennsylvania
$715K +$745K +20,532 New
DekaBank Deutsche Girozentrale
330
DekaBank Deutsche Girozentrale
Germany
$714K -$86.6K -2,388 -11%
LFAS
331
Level Four Advisory Services
Texas
$714K +$118K +3,262 +19%
MOACM
332
Mutual of America Capital Management
New York
$714K +$183K +5,031 +32%
PP
333
Paloma Partners
Connecticut
$705K +$121K +3,328 +20%
PIA
334
Phoenix Investment Adviser
New York
$701K +$105K +2,892 +17%
SSWM
335
Sheets Smith Wealth Management
North Carolina
$691K +$21.7K +599 +3%
Aberdeen Group
336
Aberdeen Group
United Kingdom
$666K +$698K +19,231 New
TCM
337
Teza Capital Management
Illinois
$649K -$361K -9,955 -35%
OAM
338
Oppenheimer Asset Management
New York
$640K +$46.7K +1,287 +7%
AB
339
AT Bancorp
Iowa
$615K -$30.7K -847 -5%
Lazard Asset Management
340
Lazard Asset Management
New York
$606K +$635K +17,493 New
Commonwealth Equity Services
341
Commonwealth Equity Services
Massachusetts
$600K -$19.8K -547 -3%
KCM
342
Kendall Capital Management
Maryland
$561K +$217K +5,970 +58%
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
$556K -$65K -1,792 -10%
Comerica Bank
344
Comerica Bank
Texas
$554K +$107K +2,941 +22%
IC
345
InterOcean Capital
Illinois
$544K +$249K +6,867 +78%
VIA
346
Vident Investment Advisory
Georgia
$538K -$18K -495 -3%
PCM
347
Palisade Capital Management
New Jersey
$536K +$561K +15,469 New
SPC
348
Sigma Planning Corp
Michigan
$529K +$31.2K +859 +6%
PPSG
349
Princeton Portfolio Strategies Group
New Jersey
$528K
GH
350
GAM Holding
Switzerland
$526K +$38K +1,047 +7%

XPO Hedge Fund Activity: Q2 2018 in Review

495 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2018, worth a combined $11.8B — down 5% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new XPO positions and 41 closed out — a net gain of 45 holders — while 175 added to existing stakes and 162 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $101M. The largest seller was Anchorage Capital Group, cutting an estimated $137M.

  • 495 institutional investors held XPO (XPO) as of Q2 2018, up from 454 in Q1 2018.
  • Funds reported $11.8B of XPO stock for Q2 2018, down 5% quarter-over-quarter.
  • 86 funds opened new XPO positions in Q2 2018 and 41 closed out, a net change of +45 holders.
  • The largest XPO buyer in Q2 2018 was VOYA Investment Management, an estimated $101M added.
  • The largest XPO seller in Q2 2018 was Anchorage Capital Group, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2018.