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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
CAL
401
Capital Analysts LLC
Pennsylvania
$25K
PMFA
402
Plante Moran Financial Advisors
Michigan
$25K
FWM
403
Focused Wealth Management
New York
$23K
SA
404
SRH Advisors
Kansas
$22K
SAM
405
Storebrand Asset Management
Norway
$22K -$53.1K -1,143 -71%
AA
406
AlphaMark Advisors
Kentucky
$20K
TPCW
407
TD Private Client Wealth
New York
$19.5K
DFCM
408
Dark Forest Capital Management
Puerto Rico
$19K -$42.6K -916 -69%
WWMSC
409
Wagner Wealth Management (South Carolina)
South Carolina
$19K +$10.6K +229 +122%
RE
410
RBC Europe
United Kingdom
$19K +$19.6K +421 New
PVH
411
Psagot Value Holdings
Israel
$18K -$201K -4,330 -92%
QCG
412
Quadrant Capital Group
Ohio
$18K -$11.9K -257 -39%
AF
413
Allworth Financial
California
$18K
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$17K -$8.37K -180 -33%
C
415
Covestor
United Kingdom
$17K +$17.5K +377 New
CFB
416
Cullen/Frost Bankers
Texas
$12K
FPS
417
Fieldpoint Private Securities
Connecticut
$12K
MA
418
MUFG Americas
New York
$12K
PFBT
419
Parkside Financial Bank & Trust
Missouri
$12K +$7.71K +166 +218%
KTC
420
Kistler-Tiffany Companies
Pennsylvania
$10K
FAG
421
Fortitude Advisory Group
Washington
$10K +$9.76K +210 New
WT
422
Whittier Trust
California
$9K
SBL
423
Sargent Bickham Lagudis
Colorado
$9K +$9.25K +199 New
UB
424
UMB Bank
Missouri
$9K +$9.95K +214 New
Manulife (Manufacturers Life Insurance)
425
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.64K -$148K -3,191 -2%

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.