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401 hedge funds and large institutions have $6.85B invested in XPO in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $4.41B → $6.85B (+$2.43B)

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

28% more call options, than puts

Call options by funds: $165M | Put options by funds: $128M

6% more funds holding

Funds holding: 380401 (+21)

0.18% less ownership

Funds ownership: 281.92%281.75% (-0.18%)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

Holders
401
Holders Change
+21
Holders Change %
+5.53%
% of All Funds
8.22%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
68
Increased
127
Reduced
154
Closed
46
Calls
$165M
Puts
$128M
Net Calls
+$36.5M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
326
Daiwa Securities Group
Japan
$188K
PCM
327
Prelude Capital Management
New York
$179K +$160K +6,699 New
PAM
328
Panagora Asset Management
Massachusetts
$178K +$159K +6,656 New
IA
329
IFP Advisors
Florida
$177K +$20.6K +862 +14%
Macquarie Group
330
Macquarie Group
Australia
$170K
FBT
331
First Bank & Trust
South Dakota
$166K -$51.2K -2,137 -26%
BCV
332
Banque Cantonale Vaudoise
Switzerland
$147K -$165K -6,910 -56%
PA
333
Parallel Advisors
California
$143K -$2.83K -118 -2%
FMT
334
First Mercantile Trust
Tennessee
$141K +$127K +5,291 New
APA
335
American Portfolios Advisors
New York
$116K +$8.79K +367 +9%
FC
336
FORA Capital
Florida
$111K +$99.7K +4,164 New
EW
337
Evoke Wealth
California
$89K +$74.6K +3,117 +1,582%
WT
338
Washington Trust
Rhode Island
$88K +$1.03K +43 +1%
LS
339
Livforsakringsbolaget Skandia
Sweden
$85K
GT
340
Glenmede Trust
Pennsylvania
$77K -$44.3K -1,850 -39%
TWA
341
TCI Wealth Advisors
Arizona
$76K
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$70K
PAM
343
Paradigm Asset Management
New York
$69.5K +$62.3K +2,602 New
PAG
344
Private Advisor Group
New Jersey
$68K +$60.6K +2,533 New
RMC
345
Resources Management Corp
Connecticut
$64K +$57K +2,380 New
KPW
346
Kore Private Wealth
New York
$62K +$14.9K +622 +36%
WTC
347
WhitTier Trust Company
Nevada
$58K
BBHC
348
Brown Brothers Harriman & Co
New York
$54K -$6.78K -283 -12%
BCA
349
Berman Capital Advisors
Georgia
$52K +$38.5K +1,607 +391%
CAN
350
Cetera Advisor Networks
California
$47K +$41.9K +1,752 New

XPO Hedge Fund Activity: Q2 2020 in Review

401 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2020, worth a combined $6.85B — up 55% from $4.41B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XPO positions and 46 closed out — a net gain of 22 holders — while 127 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Spruce House Investment Management, cutting an estimated $302M.

  • 401 institutional investors held XPO (XPO) as of Q2 2020, up from 380 in Q1 2020.
  • Funds reported $6.85B of XPO stock for Q2 2020, up 55% quarter-over-quarter.
  • 68 funds opened new XPO positions in Q2 2020 and 46 closed out, a net change of +22 holders.
  • The largest XPO buyer in Q2 2020 was Fidelity Investments, an estimated $113M added.
  • The largest XPO seller in Q2 2020 was Spruce House Investment Management, an estimated $302M sold.

Based on aggregated 13F filings for Q2 2020.