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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
WI
376
Wahed Invest
New York
$89K +$89.9K +1,934 New
DZ Bank
377
DZ Bank
Germany
$87.2K +$89.2K +1,920 New
Koshinski Asset Management
378
Koshinski Asset Management
Illinois
$86.6K +$68.5K +1,473 +360%
AA
379
Addison Advisors
Vermont
$83K
FHA
380
First Horizon Advisors
Tennessee
$81K -$5.72K -123 -7%
TWC
381
TD Waterhouse Canada
Ontario, Canada
$80.7K +$82.5K +1,776 New
AWM
382
Accel Wealth Management
Iowa
$80K
BCV
383
Banque Cantonale Vaudoise
Switzerland
$77K
TWA
384
TCI Wealth Advisors
Arizona
$76K -$6.41K -138 -8%
KBC Group
385
KBC Group
Belgium
$75K -$190K -4,083 -71%
MWC
386
MBM Wealth Consultants
Missouri
$70K -$212K -4,569 -75%
ACM
387
Aquatic Capital Management
Illinois
$70K +$70.4K +1,515 New
WTC
388
WhitTier Trust Company
Nevada
$58K
HFM
389
Harvest Fund Management
China
$48K -$58.6K -1,262 -54%
ACM
390
Antonetti Capital Management
Florida
$44K
AIC
391
Archer Investment Corporation
Indiana
$42.3K
FBT
392
First Bank & Trust
South Dakota
$42K -$97.8K -2,104 -70%
TWM
393
Tradition Wealth Management
Minnesota
$40K
IBOK
394
Independence Bank of Kentucky
Kentucky
$39K
FCT
395
First Community Trust
Iowa
$38.7K +$39.1K +842 New
GWM
396
Geneos Wealth Management
Colorado
$38K -$1.95K -42 -5%
IA
397
IFP Advisors
Florida
$37K -$141K -3,041 -79%
Cohen & Steers
398
Cohen & Steers
New York
$35K
DMBA
399
Deseret Mutual Benefit Administrators
Utah
$31K +$21.1K +455 +217%
CG
400
Cutler Group
California
$27K +$28.2K +606 New

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.