We are live on ! Find out more

401 hedge funds and large institutions have $6.85B invested in XPO in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $4.41B → $6.85B (+$2.43B)

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

28% more call options, than puts

Call options by funds: $165M | Put options by funds: $128M

6% more funds holding

Funds holding: 380401 (+21)

0.18% less ownership

Funds ownership: 281.92%281.75% (-0.18%)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

Holders
401
Holders Change
+21
Holders Change %
+5.53%
% of All Funds
8.22%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
68
Increased
127
Reduced
154
Closed
46
Calls
$165M
Puts
$128M
Net Calls
+$36.5M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
O
426
Ossiam
France
-$178K -10,583 Closed
TL
427
TowerView LLC
New York
-$98K -5,783 Closed
MWNA
428
Marshall Wace North America
New York
-$70K -4,149 Closed
SMFS
429
Squar Milner Financial Services
California
-$18K -1,087 Closed
PHK
430
Point72 Hong Kong
Hong Kong
-$18K -1,061 Closed
NFG
431
Next Financial Group
Texas
-$18K -1,047 Closed
AAM
432
Advisors Asset Management
Colorado
-$17K -992 Closed
ASN
433
Advisory Services Network
Georgia
-$16K -937 Closed
MA
434
MUFG Americas
New York
-$8K -480 Closed
FCA
435
FinTrust Capital Advisors
South Carolina
-$7K -434 Closed
WAP
436
Wealthcare Advisory Partners
Pennsylvania
-$6K -382 Closed
MWM
437
MBE Wealth Management
Wisconsin
-$4K -289 Closed
BWA
438
BDO Wealth Advisors
Florida
-$4K -231 Closed
AIL
439
AGF Investments LLC
Ontario, Canada
-$2K -136 Closed
PRC
440
Pearl River Capital
Michigan
-$2K -95 Closed
ABC
441
Associated Banc-Corp
Wisconsin
-$2K -93 Closed
QAM
442
QCI Asset Management
New York
-$1K -72 Closed
AT
443
Arden Trust
Delaware
-$1K -69 Closed
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
+$287 +12 New
ST
445
Smithfield Trust
Pennsylvania
+$335 +14 New
SL
446
Savior LLC
Massachusetts
+$407 +17 New

XPO Hedge Fund Activity: Q2 2020 in Review

401 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2020, worth a combined $6.85B — up 55% from $4.41B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XPO positions and 46 closed out — a net gain of 22 holders — while 127 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Spruce House Investment Management, cutting an estimated $302M.

  • 401 institutional investors held XPO (XPO) as of Q2 2020, up from 380 in Q1 2020.
  • Funds reported $6.85B of XPO stock for Q2 2020, up 55% quarter-over-quarter.
  • 68 funds opened new XPO positions in Q2 2020 and 46 closed out, a net change of +22 holders.
  • The largest XPO buyer in Q2 2020 was Fidelity Investments, an estimated $113M added.
  • The largest XPO seller in Q2 2020 was Spruce House Investment Management, an estimated $302M sold.

Based on aggregated 13F filings for Q2 2020.