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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
PPCM
401
Pillar Pacific Capital Management
California
$265K +$41.9K +1,156 +18%
HFS
402
HL Financial Services
Kentucky
$259K -$943 -26 -0.3%
IR
403
Invictus RG
Bermuda
$254K +$266K +7,341 New
HCA
404
Harbour Capital Advisors
Virginia
$252K +$262K +7,228 New
TC
405
Truvestments Capital
Florida
$252K +$264K +7,278 New
DBT
406
Dubuque Bank & Trust
Iowa
$246K +$52.5K +1,446 +26%
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$234K
RIM
408
Redpoint Investment Management
Australia
$233K +$244K +6,737 New
AAM
409
Advisors Asset Management
Colorado
$230K -$18.5K -509 -7%
IRF
410
IBM Retirement Fund
New York
$227K -$36.5K -1,007 -13%
CI
411
CX Institutional
Indiana
$220K +$231K +6,361 New
RFC
412
Regions Financial Corp
Alabama
$218K +$1.89K +52 +0.8%
LS
413
Livforsakringsbolaget Skandia
Sweden
$211K +$220K +6,072 New
HIC
414
Holderness Investments Company
North Carolina
$208K +$218K +6,000 New
FNBT
415
FineMark National Bank & Trust
Florida
$203K
ATC
416
Argent Trust Co
Tennessee
$201K +$1.34K +37 +0.6%
MCM
417
MAI Capital Management
Ohio
$200K +$210K +5,783 New
BFEC
418
Benjamin F. Edwards & Company
Missouri
$187K -$508 -14 -0.3%
CPA
419
Clear Perspective Advisors
Illinois
$170K +$21K +578 +13%
CAPTRUST Financial Advisors
420
CAPTRUST Financial Advisors
North Carolina
$164K +$47.9K +1,321 +39%
TDC
421
Thompson Davis & Co
Virginia
$150K
Nisa Investment Advisors
422
Nisa Investment Advisors
Missouri
$130K +$31.5K +868 +30%
SFM
423
Signet Financial Management
New Jersey
$127K +$133K +3,658 New
WT
424
Washington Trust
Rhode Island
$117K +$122K +3,371 New
MCM
425
Monument Capital Management
Virginia
$113K

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.