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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
TAM
351
Tocqueville Asset Management
New York
$308K +$2.5K +75 +0.9%
GC
352
Gratry & Company
Ohio
$308K +$40.5K +1,214 +16%
AAM
353
Azzad Asset Management
Virginia
$305K +$289K +8,674 New
CA
354
Cetera Advisors
Colorado
$300K +$285K +8,559 New
GCA
355
Gideon Capital Advisors
New York
$295K +$280K +8,385 New
TSS
356
Two Sigma Securities
New York
$288K +$273K +8,186 New
BRWA
357
B. Riley Wealth Advisors
Florida
$280K -$3.67K -110 -1%
HH
358
Hilltop Holdings
Texas
$280K +$14.1K +422 +6%
LSAG
359
Lake Street Advisors Group
New Hampshire
$275K
NCM
360
Noesis Capital Mangement
Florida
$275K
KI
361
Koch Industries
Kansas
$274K +$260K +7,787 New
AIG
362
American International Group
New York
$269K -$4.04K -121 -2%
IRF
363
IBM Retirement Fund
New York
$266K +$252K +7,544 New
HFS
364
HL Financial Services
Kentucky
$264K +$250K +7,492 New
RJT
365
Raymond James Trust
Florida
$259K -$85.3K -2,556 -26%
AI
366
Atria Investments
North Carolina
$257K +$1.83K +55 +0.8%
CA
367
Calton & Associates
Florida
$252K +$239K +7,156 New
AAM
368
Advisors Asset Management
Colorado
$244K -$51.5K -1,544 -18%
LWCFA
369
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$238K +$226K +6,766 New
OPWM
370
Oak Point Wealth Management
Michigan
$236K
PPCM
371
Pillar Pacific Capital Management
California
$229K -$19.3K -578 -8%
CGH
372
Crossmark Global Holdings
Texas
$227K +$215K +6,448 New
BIM
373
Bridges Investment Management
Nebraska
$223K +$212K +6,344 New
RFC
374
Regions Financial Corp
Alabama
$219K
OI
375
Oakbrook Investments
Illinois
$209K +$198K +5,927 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.