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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
Chevy Chase Trust
376
Chevy Chase Trust
Maryland
$381K
Wolverine Trading
377
Wolverine Trading
Illinois
$373K
BCM
378
BlueCrest Capital Management
Jersey
$366K -$10.3M -284,675 -96%
HK
379
Horizon Kinetics
New York
$360K -$33.2K -916 -8%
AAM
380
Azzad Asset Management
Virginia
$343K +$44.5K +1,226 +14%
ProShare Advisors
381
ProShare Advisors
Maryland
$341K +$357K +9,842 New
VWA
382
V Wealth Advisors
Kansas
$337K -$5.44K -150 -2%
JIC
383
Johnson Investment Counsel
Ohio
$332K
CSS
384
Cubist Systematic Strategies
Connecticut
$331K -$7.19M -198,222 -95%
VRS
385
Virginia Retirement Systems
Virginia
$321K
AI
386
Atria Investments
North Carolina
$312K +$61.5K +1,694 +23%
FWCM
387
First Western Capital Management
California
$311K -$68.4K -1,885 -17%
LGC
388
Laurel Grove Capital
California
$311K -$26.2K -723 -7%
CIM
389
Confluence Investment Management
Missouri
$306K +$321K +8,836 New
RJT
390
Raymond James Trust
Florida
$303K +$50.1K +1,382 +19%
FAAS
391
First Allied Advisory Services
California
$303K +$108K +2,967 +52%
AA
392
Ancora Advisors
Ohio
$301K +$315K +8,674 New
CG
393
Cutler Group
California
$290K -$421K -11,598 -58%
AIG
394
American International Group
New York
$288K +$24.5K +676 +9%
CA
395
Cetera Advisors
Colorado
$285K -$13.1K -362 -4%
BIM
396
Bridges Investment Management
Nebraska
$285K +$68.2K +1,879 +30%
BCM
397
Bayesian Capital Management
New York
$278K +$291K +8,012 New
APA
398
American Portfolios Advisors
New York
$275K +$145K +4,004 +102%
LSAG
399
Lake Street Advisors Group
New Hampshire
$271K +$835 +23 +0.3%
NCM
400
Noesis Capital Mangement
Florida
$270K

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.