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250 hedge funds and large institutions have $4.33B invested in XPO in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 12

101% more call options, than puts

Call options by funds: $130M | Put options by funds: $64.5M

17% more funds holding

Funds holding: 213250 (+37)

16% more capital invested

Capital invested by funds: $3.72B → $4.33B (+$611M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 86

5.89% less ownership

Funds ownership: 267%261.11% (-5.9%)

Holders
250
Holders Change
+37
Holders Change %
+17.37%
% of All Funds
6.25%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.28%
New
52
Increased
84
Reduced
86
Closed
12
Calls
$130M
Puts
$64.5M
Net Calls
+$65.1M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$29.9M -$13.1M -939,949 -32%
Macquarie Group
27
Macquarie Group
Australia
$29.8M +$1.96M +140,791 +8%
Parallax Volatility Advisers
28
Parallax Volatility Advisers
California
$28.4M +$15.2M +1,088,509 +133%
Norges Bank
29
Norges Bank
Norway
$28.3M +$1.37M +98,475 +5%
GAM
30
Gotham Asset Management
New York
$28.1M +$19.2M +1,380,507 +275%
Morgan Stanley
31
Morgan Stanley
New York
$27.9M -$12.6M -907,248 -33%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$27.5M +$25.7M +1,844,189 New
WRF
33
Waddell & Reed Financial
Kansas
$25.7M +$24M +1,724,803 New
Geode Capital Management
34
Geode Capital Management
Massachusetts
$25.7M +$410K +29,426 +2%
AIM
35
Assured Investment Management
New York
$23.3M +$2.99M +214,967 +16%
FHAM
36
Folger Hill Asset Management
New York
$21.6M +$11.8M +850,483 +143%
JP Morgan Chase
37
JP Morgan Chase
New York
$21.3M -$5.06M -363,526 -20%
CF
38
Cypress Funds
California
$20.3M -$3.42M -245,769 -15%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$19.1M +$3.04M +218,184 +21%
Charles Schwab
40
Charles Schwab
California
$18.4M +$1.01M +72,253 +6%
WC
41
Weatherbie Capital
Massachusetts
$18.2M +$5.62M +403,830 +49%
NLGIA
42
Nippon Life Global Investors Americas
New York
$17.7M -$872K -62,598 -5%
Renaissance Technologies
43
Renaissance Technologies
New York
$17.5M +$16.3M +1,173,096 New
BIM
44
BlackRock Investment Management
Delaware
$17.1M -$304K -21,836 -2%
OIMU
45
Orbis Investment Management (US)
California
$15.6M -$5.06M -363,558 -26%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M +$11M +787,569 +403%
TCIM
47
TIAA CREF Investment Management
New York
$14.6M +$150K +10,747 +1%
UCFA
48
United Capital Financial Advisors
Texas
$12.3M -$8.69M -624,093 -43%
Allianz Asset Management
49
Allianz Asset Management
Germany
$12.1M +$11.3M +812,435 New
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$11.7M -$17.5M -1,253,983 -62%

XPO Hedge Fund Activity: Q4 2016 in Review

250 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2016, worth a combined $4.33B — up 16% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new XPO positions and 12 closed out — a net gain of 40 holders — while 84 added to existing stakes and 86 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $60.3M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $134M.

  • 250 institutional investors held XPO (XPO) as of Q4 2016, up from 213 in Q3 2016.
  • Funds reported $4.33B of XPO stock for Q4 2016, up 16% quarter-over-quarter.
  • 52 funds opened new XPO positions in Q4 2016 and 12 closed out, a net change of +40 holders.
  • The largest XPO buyer in Q4 2016 was OppenheimerFunds, an estimated $60.3M added.
  • The largest XPO seller in Q4 2016 was Ontario Teachers' Pension Plan Board, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2016.