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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
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$68K -$11.8K -353 -16%
Qube Research & Technologies (QRT)
402
Qube Research & Technologies (QRT)
United Kingdom
$61K +$57.9K +1,735 New
GWM
403
Geneos Wealth Management
Colorado
$52K +$26K +778 +111%
HMS
404
Hanseatic Management Services
New Mexico
$51K
ML
405
McAdam LLC
Pennsylvania
$51K +$48.2K +1,446 New
ASN
406
Advisory Services Network
Georgia
$48K +$43.9K +1,315 +2,267%
ST
407
Smithfield Trust
Pennsylvania
$40K -$17K -511 -31%
WAS
408
Winch Advisory Services
Wisconsin
$40K
IWM
409
IHT Wealth Management
Illinois
$39K
SF
410
Synovus Financial
Georgia
$39K +$36.7K +1,099 New
WT
411
Whittier Trust
California
$38K
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$37K
SWA
413
Sutton Wealth Advisors
Florida
$31.6K
PAM
414
Paradigm Asset Management
New York
$30.5K
CS
415
Credential Securities
$30.5K +$28.9K +867 New
FCAG
416
First Capital Advisors Group
New Jersey
$30K +$28.8K +862 New
FPS
417
Fieldpoint Private Securities
Connecticut
$25K +$24.1K +723 New
PCG
418
Private Capital Group
Connecticut
$22K
Nomura Holdings
419
Nomura Holdings
Japan
$21.9K +$12.8M +384,613 +160%
QAM
420
QCI Asset Management
New York
$21K -$7.24K -217 -26%
BG
421
Bollard Group
Massachusetts
$20K +$19.3K +578 New
SPIA
422
Steward Partners Investment Advisory
New York
$18K -$367 -11 -2%
MBT
423
Monroe Bank & Trust
Michigan
$18K
SIM
424
Sonora Investment Management
Arizona
$15.3K
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$13K

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.