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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
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$9K -$3.88K -162 -32%
MAM
377
Meeder Asset Management
Ohio
$8K -$990K -41,356 -99%
EARNEST Partners
378
EARNEST Partners
Georgia
$7K
WT
379
Whittier Trust
California
$6K -$29.1K -1,215 -84%
OPS
380
Orion Portfolio Solutions
Nebraska
$6K -$9.15K -382 -63%
SF
381
Synovus Financial
Georgia
$6K -$5.87K -245 -52%
PK
382
Pflug Koory
Nebraska
$5K
HNB
383
Huntington National Bank
Ohio
$4K
SCA
384
Stonebridge Capital Advisors
Minnesota
$4K
GAM
385
Gemmer Asset Management
California
$4K +$3.95K +165 New
CT
386
Caldwell Trust
Florida
$3.09K
CFG
387
Citizens Financial Group
Rhode Island
$3K -$64K -2,675 -97%
WLPWM
388
Walled Lake Planning & Wealth Management
Illinois
$3K
CFD
389
Creative Financial Designs
Indiana
$3K +$2.63K +110 New
EC
390
Estate Counselors
Wisconsin
$2K -$377K -15,729 -99%
PCG
391
Private Capital Group
Connecticut
$2K -$1.1K -46 -42%
EI
392
Ellevest Inc
New York
$2K -$192 -8 -11%
CFGS
393
Concourse Financial Group Securities
Alabama
$2K
VFA
394
Valeo Financial Advisors
Indiana
$2K
ZB
395
Zions Bancorporation
Utah
$1K -$4.14K -173 -86%
PFBT
396
Parkside Financial Bank & Trust
Missouri
$1K +$551 +23 New
HFS
397
Hantz Financial Services
Michigan
$1K +$766 +32 New
BG
398
Baupost Group
Massachusetts
-$41.2M -2,445,764 Closed
BAWC
399
Black-and-white Capital
California
-$28.3M -1,180,816 Closed
CC
400
Clearline Capital
New York
-$6.2M -367,800 Closed

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.