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558 hedge funds and large institutions have $12.1B invested in XPO in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 45

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

19% more capital invested

Capital invested by funds: $10.2B → $12.1B (+$1.92B)

10% more funds holding

Funds holding: 506 → 558 (+52)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 175

9.07% less ownership

Funds ownership: 234.4% → 225.34% (-9.1%)

49% less call options, than puts

Call options by funds: $125M | Put options by funds: $245M

Holders
558
Holders Change
+52
Holders Change %
+10.28%
% of All Funds
9.71%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
101
Increased
191
Reduced
175
Closed
45
Calls
$125M
Puts
$245M
Net Calls
-$120M
Net Calls Change
-$82.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$167M
2
ECP
Empyrean Capital Partners
California
+$111M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$80.8M
5
N
Nuveen
North Carolina
+$71.2M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$227M
2
EIP
Epoch Investment Partners
New York
-$56.2M
3
FAM
Fred Alger Management
New York
-$43.1M
4
LAM
Lyrical Asset Management
New York
-$42.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$31.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
451
Mission Wealth Management
California
$224K +$226K +4,632 New
First Manhattan
452
First Manhattan
New York
$215K – – –
HCM
453
Highlander Capital Management
New Jersey
$210K +$212K +4,337 New
RHBC
454
R.H. Bluestein & Co
Michigan
$210K +$212K +4,337 New
GF
455
Gries Financial
Ohio
$207K – – –
VI
456
Vestcor Inc
New Brunswick, Canada
$204K +$206K +4,213 New
CCM
457
Coldstream Capital Management
Washington
$203K +$205K +4,190 New
CW
458
CreativeOne Wealth
Kansas
$203K +$205K +4,195 New
Twin Tree Management
459
Twin Tree Management
Texas
$200K -$657K -13,445 -76%
ALAM
460
Asahi Life Asset Management
Japan
$196K -$277K -5,667 -58%
WT
461
Washington Trust
Rhode Island
$194K +$30.7K +628 +19%
FHC
462
First Horizon Corporation
Tennessee
$174K -$2.3K -47 -1%
NL
463
NVWM LLC
Pennsylvania
$164K +$165K +3,380 New
AWM
464
Accel Wealth Management
Iowa
$159K +$11.6K +238 +8%
LS
465
Livforsakringsbolaget Skandia
Sweden
$154K – – –
AA
466
Addison Advisors
Vermont
$150K +$152K +3,108 New
Acadian Asset Management
467
Acadian Asset Management
Massachusetts
$141K +$143K +2,926 New
TWA
468
TCI Wealth Advisors
Arizona
$137K – – –
SAM
469
Storebrand Asset Management
Norway
$135K -$121K -2,475 -47%
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$131K +$55.1K +1,128 +71%
HR
471
Howe & Rusling
New York
$126K – – –
BCA
472
Berman Capital Advisors
Georgia
$120K +$22.7K +465 +23%
CG
473
Cutler Group
California
$120K +$122K +2,495 New
SPWG
474
Sage Private Wealth Group
Illinois
$117K – – –
DFCM
475
Dark Forest Capital Management
Puerto Rico
$115K +$116K +2,374 New
17 18
19
20 21

XPO Hedge Fund Activity: Q2 2021 in Review

558 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2021, worth a combined $12.1B — up 19% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new XPO positions and 45 closed out — a net gain of 56 holders — while 191 added to existing stakes and 175 trimmed.

The largest buyer was Vanguard Group, adding an estimated $167M. The largest seller was Orbis Allan Gray, cutting an estimated $227M.

  • 558 institutional investors held XPO (XPO) as of Q2 2021, up from 506 in Q1 2021.
  • Funds reported $12.1B of XPO stock for Q2 2021, up 19% quarter-over-quarter.
  • 101 funds opened new XPO positions in Q2 2021 and 45 closed out, a net change of +56 holders.
  • The largest XPO buyer in Q2 2021 was Vanguard Group, an estimated $167M added.
  • The largest XPO seller in Q2 2021 was Orbis Allan Gray, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2021.