We are live on ! Find out more
XPO icon

XPO
XPO

209 hedge funds and large institutions have $3.4B invested in XPO in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $2.96B → $3.4B (+$441M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

8% more funds holding

Funds holding: 193 → 209 (+16)

1% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $17.4M

48.02% less ownership

Funds ownership: 322.35% → 274.33% (-48%)

Holders
209
Holders Change
+16
Holders Change %
+8.29%
% of All Funds
5.57%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
33
Increased
84
Reduced
67
Closed
16
Calls
$17.6M
Puts
$17.4M
Net Calls
+$215K
Net Calls Change
-$5.67M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$36.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$32.3M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$27.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$21M
5
EAM
Eventide Asset Management
Massachusetts
+$19.4M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$25.1M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$18.4M
3
Morgan Stanley
Morgan Stanley
New York
-$12.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9.93M
5
CC
Cannell & Co
New York
-$9.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
HHC
26
Hutchin Hill Capital
New York
$31.8M +$4.19M +289,140 +17%
Northern Trust
27
Northern Trust
Illinois
$31.3M +$4.42M +305,068 +18%
JP Morgan Chase
28
JP Morgan Chase
New York
$30.9M -$8.36M -576,816 -23%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$29.3M -$4.15M -286,245 -13%
EAM
30
Eventide Asset Management
Massachusetts
$28.3M +$19.4M +1,339,294 +290%
CCM
31
Crestwood Capital Management
New York
$27.4M +$2.39M +165,278 +10%
PCM
32
Palisade Capital Management
New Jersey
$26M -$5.79M -399,747 -19%
WC
33
Weatherbie Capital
Massachusetts
$25.8M -$855K -59,011 -3%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$24.2M -$18.4M -1,266,720 -45%
HCCM
35
Herring Creek Capital Management
Connecticut
$19.9M -$1.78M -123,072 -9%
CM
36
Castleark Management
Illinois
$19.4M +$3.5M +241,504 +24%
FA
37
Friess Associates
Delaware
$17.9M -$9.02M -622,286 -35%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$17.8M +$4.13M +285,071 +34%
Lazard Asset Management
39
Lazard Asset Management
New York
$16.2M -$914K -63,079 -6%
Wells Fargo
40
Wells Fargo
California
$14.5M +$11.7M +805,536 +676%
O
41
OppenheimerFunds
New York
$14.5M -$1.79M -123,521 -12%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$14.1M +$1.26M +87,262 +11%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$13.8M -$25.1M -1,733,882 -66%
Citadel Advisors
44
Citadel Advisors
Florida
$13.8M -$4.71M -325,334 -27%
Macquarie Group
45
Macquarie Group
Australia
$13.7M +$1.66M +114,618 +15%
Ameriprise
46
Ameriprise
Minnesota
$12.3M +$6.06M +418,507 +114%
CCM
47
Cupps Capital Management
Illinois
$12.2M +$11.2M +773,578 New
Renaissance Technologies
48
Renaissance Technologies
New York
$11.4M -$9.93M -684,971 -49%
Hudson Bay Capital Management
49
Hudson Bay Capital Management
Connecticut
$11.3M +$5.4M +372,689 +107%
NIM
50
NXG Investment Management
Texas
$10.8M +$170K +11,754 +2%
1
2
3 4 5

XPO Hedge Fund Activity: Q1 2015 in Review

209 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2015, worth a combined $3.4B — up 15% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new XPO positions and 16 closed out — a net gain of 17 holders — while 84 added to existing stakes and 67 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $36.5M. The largest seller was Point72 Asset Management, cutting an estimated $25.1M.

  • 209 institutional investors held XPO (XPO) as of Q1 2015, up from 193 in Q4 2014.
  • Funds reported $3.4B of XPO stock for Q1 2015, up 15% quarter-over-quarter.
  • 33 funds opened new XPO positions in Q1 2015 and 16 closed out, a net change of +17 holders.
  • The largest XPO buyer in Q1 2015 was Viking Global Investors, an estimated $36.5M added.
  • The largest XPO seller in Q1 2015 was Point72 Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2015.