We are live on ! Find out more

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
ST
451
Smithfield Trust
Pennsylvania
$39K
WAS
452
Winch Advisory Services
Wisconsin
$39K
SF
453
Synovus Financial
Georgia
$38K +$726 +20 +2%
WT
454
Whittier Trust
California
$37K
OHS
455
Odey Holdings (Switzerland)
Switzerland
$32K +$33.3K +919 New
SWA
456
Sutton Wealth Advisors
Florida
$31.1K
PAM
457
Paradigm Asset Management
New York
$30.1K
SA
458
SRH Advisors
Kansas
$29K +$30.4K +839 New
FPS
459
Fieldpoint Private Securities
Connecticut
$25K
PCM
460
Penserra Capital Management
California
$22K +$23.5K +648 New
OIA
461
OneDigital Investment Advisors
Kansas
$21K +$22.4K +616 New
BG
462
Bollard Group
Massachusetts
$20K
ACS
463
Archford Capital Strategies
Illinois
$20K +$20.8K +572 New
PCG
464
Private Capital Group
Connecticut
$19K -$2.5K -69 -11%
HT
465
Heritage Trust
Oklahoma
$17K +$17.3K +477 New
SIM
466
Sonora Investment Management
Arizona
$15K
PHK
467
Point72 Hong Kong
Hong Kong
$15K +$15.9K +437 New
GWM
468
Geneos Wealth Management
Colorado
$14K -$38.7K -1,067 -72%
PCP
469
Proficio Capital Partners
Massachusetts
$14K +$11.9K +327 +419%
SFSIG
470
San Francisco Sentry Investment Group
California
$14K +$15K +413 New
MBT
471
Monroe Bank & Trust
Michigan
$13K -$4.28K -118 -24%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$13K
RE
473
RBC Europe
United Kingdom
$11.2K
AIM
474
Anchor Investment Management
South Carolina
$11K +$11.5K +318 New
IA
475
IFP Advisors
Florida
$11K +$835 +23 +8%

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.