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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
BWL
426
Bogart Wealth LLC
Virginia
$8K
DAM
427
Delta Asset Management
Tennessee
$8K
EWM
428
Edge Wealth Management
New York
$8K
HIA
429
Harbor Investment Advisory
Maryland
$8K
TFA
430
Toth Financial Advisory
Virginia
$8K
CSB
431
City State Bank
Iowa
$8K +$7.81K +168 New
BBHC
432
Brown Brothers Harriman & Co
New York
$7.55K
CFFP
433
Center for Financial Planning
Michigan
$7K
EARNEST Partners
434
EARNEST Partners
Georgia
$7K
FF
435
FourThought Financial
Florida
$7K
NICM
436
Neo Ivy Capital Management
New York
$6K -$9.34K -201 -61%
ST
437
Smithfield Trust
Pennsylvania
$6K
TC
438
Truvestments Capital
Florida
$6K
EW
439
Evoke Wealth
California
$5K
JWM
440
Janiczek Wealth Management
Colorado
$5K
NFSG
441
Newbridge Financial Services Group
Florida
$5K
PK
442
Pflug Koory
Nebraska
$5K
AIM
443
Arcadia Investment Management
Michigan
$5K +$4.69K +101 New
TCWA
444
Ten Capital Wealth Advisors
Washington
$5K +$5.07K +109 New
BAM
445
Byrne Asset Management
New Jersey
$5K +$5.48K +118 New
MWM
446
Mascoma Wealth Management
New Hampshire
$5K +$5.48K +118 New
HI
447
Harbour Investments
Wisconsin
$4K -$381K -8,208 -99%
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$4K -$1.11K -24 -24%
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$4K
GAM
450
Gemmer Asset Management
California
$4K

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.