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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
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$104K +$15.3K +422 +16%
FANJ
427
Financial Architects (New Jersey)
New Jersey
$102K -$2.5K -69 -2%
GCM
428
Gables Capital Management
Florida
$100K
TWA
429
TCI Wealth Advisors
Arizona
$98K -$31.5K -867 -23%
Cohen & Steers
430
Cohen & Steers
New York
$95K -$1.92K -53 -2%
LIA
431
LS Investment Advisors
Michigan
$93K +$97.3K +2,683 New
EIP
432
Epoch Investment Partners
New York
$89.6K +$85.4M +2,354,760 +1,019%
WAM
433
Wealthspire Advisors (Maryland)
Maryland
$88K +$1.71K +47 +2%
SPIA
434
Steward Partners Investment Advisory
New York
$83K +$68.4K +1,885 +368%
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$82K +$47.5K +1,310 +125%
BWA
436
BDO Wealth Advisors
Florida
$81K
EA
437
Edge Advisors
Georgia
$77K
BBHC
438
Brown Brothers Harriman & Co
New York
$75K
WTC
439
WhitTier Trust Company
Nevada
$75K
ASN
440
Advisory Services Network
Georgia
$75K +$29.4K +810 +59%
Twin Tree Management
441
Twin Tree Management
Texas
$73K +$76.9K +2,119 New
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.8K -$136K -3,759 -67%
HMS
443
Hanseatic Management Services
New Mexico
$61K +$11.2K +310 +21%
Qube Research & Technologies (QRT)
444
Qube Research & Technologies (QRT)
United Kingdom
$60K
AF
445
Advisornet Financial
Minnesota
$58K +$61.2K +1,686 New
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$57K -$10.7K -295 -15%
FA
447
Fortis Advisors
Pennsylvania
$57K +$51.4K +1,417 +653%
FWM
448
Focused Wealth Management
New York
$56K +$58.7K +1,619 New
ML
449
McAdam LLC
Pennsylvania
$50K
VFA
450
Valeo Financial Advisors
Indiana
$42K +$41K +1,130 +1,948%

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.