We are live on ! Find out more

486 hedge funds and large institutions have $6.97B invested in XPO in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 163 increasing their positions, 150 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $105M | Put options by funds: $80.2M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7.18% more ownership

Funds ownership: 125.14%132.32% (+7.2%)

10% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 81

9% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 150

3% more capital invested

Capital invested by funds: $6.78B → $6.97B (+$190M)

0% more funds holding

Funds holding: 484486 (+2)

Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.48%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
89
Increased
163
Reduced
150
Closed
81
Calls
$105M
Puts
$80.2M
Net Calls
+$24.5M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SRG
351
SBB Research Group
Illinois
$240K +$242K +5,217 New
APA
352
American Portfolios Advisors
New York
$236K
FCBT
353
First Citizens Bank & Trust
North Carolina
$234K +$16.9K +364 +8%
AWM
354
AE Wealth Management
Kansas
$229K +$4.83K +104 +2%
TFP
355
Tilia Fiduciary Partners
North Carolina
$225K +$228K +4,896 New
PRC
356
Pearl River Capital
Michigan
$221K -$143K -3,068 -39%
BC
357
Bridgefront Capital
Texas
$220K +$223K +4,790 New
RIG
358
Roosevelt Investment Group
New York
$218K +$220K +4,741 New
VPIM
359
Vanguard Personalized Indexing Management
California
$217K +$219K +4,719 New
GCM
360
Gladius Capital Management
Illinois
$215K +$216K +4,657 New
JWCA
361
J.W. Cole Advisors
Florida
$215K +$217K +4,665 New
MWM
362
Modera Wealth Management
New Jersey
$215K +$217K +4,669 New
JSL
363
JT Stratford LLC
Georgia
$210K
VAS
364
Vestmark Advisory Solutions
Massachusetts
$202K +$1.07K +23 +0.5%
FT
365
Fiduciary Trust
Massachusetts
$202K +$204K +4,384 New
SC
366
Shay Capital
New York
$194K +$196K +4,208 New
SAM
367
Shell Asset Management
Netherlands
$181K +$697 +15 +0.4%
Nisa Investment Advisors
368
Nisa Investment Advisors
Missouri
$172K -$4.41M -94,860 -96%
Toronto Dominion Bank
369
Toronto Dominion Bank
Ontario, Canada
$166K +$167K +3,602 New
QC
370
Quent Capital
New York
$144K +$146K +3,132 New
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$132K +$133K +2,864 New
FFWM
372
Future Financial Wealth Management
Ohio
$128K -$56.7K -1,221 -30%
RPCONE
373
Retirement Planning Company of New England
Rhode Island
$117K +$118K +2,548 New
SCA
374
Snowden Capital Advisors
New York
$108K +$109K +2,353 New
WT
375
Washington Trust
Rhode Island
$107K

XPO Hedge Fund Activity: Q4 2021 in Review

486 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2021, worth a combined $6.97B — up 2.8% from $6.78B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new XPO positions and 81 closed out — a net gain of 8 holders — while 163 added to existing stakes and 150 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $63.6M.

  • 486 institutional investors held XPO (XPO) as of Q4 2021, up from 484 in Q3 2021.
  • Funds reported $6.97B of XPO stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 89 funds opened new XPO positions in Q4 2021 and 81 closed out, a net change of +8 holders.
  • The largest XPO buyer in Q4 2021 was Massachusetts Financial Services, an estimated $104M added.
  • The largest XPO seller in Q4 2021 was Goldman Sachs, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2021.