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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
FNBT
376
FineMark National Bank & Trust
Florida
$206K +$195K +5,861 New
ATC
377
Argent Trust Co
Tennessee
$204K +$193K +5,783 New
DBT
378
Dubuque Bank & Trust
Iowa
$200K
FAAS
379
First Allied Advisory Services
California
$200K +$190K +5,693 New
Robeco Institutional Asset Management
380
Robeco Institutional Asset Management
Netherlands
$198K +$187K +5,615 New
FDCDDQ
381
Federation des caisses Desjardins du Quebec
Quebec, Canada
$197K +$120K +3,586 +178%
BFEC
382
Benjamin F. Edwards & Company
Missouri
$191K
TDC
383
Thompson Davis & Co
Virginia
$153K
CPA
384
Clear Perspective Advisors
Illinois
$153K +$145K +4,337 New
APA
385
American Portfolios Advisors
New York
$138K -$12.8K -384 -9%
TWA
386
TCI Wealth Advisors
Arizona
$130K
CAPTRUST Financial Advisors
387
CAPTRUST Financial Advisors
North Carolina
$114K +$114K +3,412 New
MCM
388
Monument Capital Management
Virginia
$108K +$109K +3,253 New
FANJ
389
Financial Architects (New Jersey)
New Jersey
$106K +$100K +3,010 New
Nisa Investment Advisors
390
Nisa Investment Advisors
Missouri
$102K
GCM
391
Gables Capital Management
Florida
$102K +$96.4K +2,891 New
WEC
392
Winslow Evans & Crocker
Massachusetts
$102K +$96.4K +2,891 New
Cohen & Steers
393
Cohen & Steers
New York
$99K +$93.7K +2,808 New
SWP
394
Stratos Wealth Partners
Ohio
$98K +$65K +1,948 +233%
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$91K +$86.4K +2,591 New
WAM
396
Wealthspire Advisors (Maryland)
Maryland
$88K +$1.53K +46 +2%
BWA
397
BDO Wealth Advisors
Florida
$82K
EA
398
Edge Advisors
Georgia
$78K +$36.6K +1,098 +97%
BBHC
399
Brown Brothers Harriman & Co
New York
$76K -$125K -3,761 -63%
WTC
400
WhitTier Trust Company
Nevada
$76K

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.