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XPO
XPO

388 hedge funds and large institutions have $5.5B invested in XPO in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.98% more ownership

Funds ownership: 254.84% → 270.81% (+16%)

10% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 124

9% less funds holding

Funds holding: 427 → 388 (-39)

13% less capital invested

Capital invested by funds: $6.35B → $5.5B (-$855M)

14% less call options, than puts

Call options by funds: $144M | Put options by funds: $168M

27% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 110

58% less funds holding in top 10

Funds holding in top 10: 19 → 8 (-11)

Holders
388
Holders Change
-39
Holders Change %
-9.13%
% of All Funds
8.4%
Holding in Top 10
8
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-57.89%
% of All Funds
0.17%
New
80
Increased
137
Reduced
124
Closed
110
Calls
$144M
Puts
$168M
Net Calls
-$24M
Net Calls Change
-$105M

Top Buyers

1
BlackRock
BlackRock
New York
+$267M
2
State Street
State Street
Massachusetts
+$80.5M
3
OAG
Orbis Allan Gray
Bermuda
+$59.7M
4
EIP
Epoch Investment Partners
New York
+$57.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$37.8M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$96.4M
2
SIG
Senator Investment Group
New York
-$85.6M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$71M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$65.7M
5
ZCI
Zevenbergen Capital Investments
Washington
-$61.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
426
SignalPoint Asset Management
Missouri
– -$2.14M -72,739 Closed
Balyasny Asset Management
427
Balyasny Asset Management
Illinois
– -$1.39M -70,359 Closed
Squarepoint
428
Squarepoint
New York
– -$1.19M -60,141 Closed
DDC
429
DF Dent & Co
Maryland
– -$1.16M -58,525 Closed
GCA
430
Gideon Capital Advisors
New York
– -$1.08M -54,711 Closed
HW
431
Hancock Whitney
Mississippi
– -$1.06M -53,832 Closed
ARTA
432
A.R.T. Advisors
New York
– -$1M -50,915 Closed
CCA
433
Catalyst Capital Advisors
New York
– -$804K -40,769 Closed
PMAM
434
Picton Mahoney Asset Management
Ontario, Canada
– -$724K -36,721 Closed
FHB
435
First Hawaiian Bank
Hawaii
– -$720K -36,489 Closed
Point72 Asset Management
436
Point72 Asset Management
Connecticut
– -$707K -35,853 Closed
PC
437
PA Capital
Virginia
– -$662K -33,558 Closed
OAC
438
OMERS Administration Corp
Ontario, Canada
– -$650K -32,962 Closed
WG
439
Winton Group
United Kingdom
– -$650K -32,927 Closed
DC
440
Diametric Capital
Massachusetts
– -$647K -32,791 Closed
Alyeska Investment Group
441
Alyeska Investment Group
Illinois
– -$630K -31,938 Closed
CMANY
442
Capital Management Associates (New York)
New York
– -$599K -30,360 Closed
Brown Advisory
443
Brown Advisory
Maryland
– -$599K -30,331 Closed
BNP Paribas Asset Management
444
BNP Paribas Asset Management
France
– -$576K -29,703 Closed
JMPWA
445
JP Morgan Private Wealth Advisors
California
– -$580K -29,394 Closed
MAG
446
Millrace Asset Group
Pennsylvania
– -$571K -28,914 Closed
BRWM
447
B. Riley Wealth Management
Tennessee
– -$550K -27,864 Closed
VF
448
Virtu Financial
New York
– -$476K -24,123 Closed
TCM
449
Tran Capital Management
California
– -$452K -22,920 Closed
PCM
450
Penn Capital Management
Pennsylvania
– -$1.34M -22,530 Closed
16 17
18
19 20

XPO Hedge Fund Activity: Q1 2019 in Review

388 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2019, worth a combined $5.5B — down 13% from $6.35B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of XPO and 80 opened new positions — a net loss of 30 holders — while 124 trimmed existing stakes and 137 added.

The largest buyer was BlackRock, adding an estimated $267M. The largest seller was VOYA Investment Management, cutting an estimated $96.4M.

  • 388 institutional investors held XPO (XPO) as of Q1 2019, down from 427 in Q4 2018.
  • Funds reported $5.5B of XPO stock for Q1 2019, down 13% quarter-over-quarter.
  • 80 funds opened new XPO positions in Q1 2019 and 110 closed out, a net change of -30 holders.
  • The largest XPO buyer in Q1 2019 was BlackRock, an estimated $267M added.
  • The largest XPO seller in Q1 2019 was VOYA Investment Management, an estimated $96.4M sold.

Based on aggregated 13F filings for Q1 2019.