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XPO
XPO

396 hedge funds and large institutions have $7.26B invested in XPO in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 157 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 29

26% more call options, than puts

Call options by funds: $103M | Put options by funds: $81.5M

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

8% more funds holding

Funds holding: 365 → 396 (+31)

8% more capital invested

Capital invested by funds: $6.71B → $7.26B (+$549M)

8.89% less ownership

Funds ownership: 294.22% → 285.33% (-8.9%)

30% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 157

Holders
396
Holders Change
+31
Holders Change %
+8.49%
% of All Funds
7.8%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
72
Increased
110
Reduced
157
Closed
29
Calls
$103M
Puts
$81.5M
Net Calls
+$21.5M
Net Calls Change
-$69.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.5M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$18.9M
3
Barclays
Barclays
United Kingdom
+$17M
4
BAWC
Black-and-white Capital
California
+$17M
5
BSA
Braun Stacey Associates
New York
+$12M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$161M
2
SHIM
Spruce House Investment Management
New York
-$71.5M
3
EIP
Epoch Investment Partners
New York
-$63M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$28.4M
5
Goldman Sachs
Goldman Sachs
New York
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAWC
26
Black-and-white Capital
California
$32.2M +$17M +617,023 +112%
N
27
Nuveen
North Carolina
$31.9M +$4.76M +173,377 +18%
Principal Financial Group
28
Principal Financial Group
Iowa
$31.6M +$402K +14,645 +1%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$31M -$28.4M -1,034,307 -48%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$29.5M -$798K -29,029 -3%
Barclays
31
Barclays
United Kingdom
$28.3M +$17M +619,527 +153%
CF
32
Cypress Funds
California
$27.1M -$3.97M -144,570 -13%
UCFA
33
United Capital Financial Advisors
Texas
$26.6M +$146K +5,320 +0.6%
Bank of America
34
Bank of America
North Carolina
$25.5M -$7.41M -269,574 -23%
PF
35
Phoenix Financial
Israel
$24.7M -$5.91M -215,120 -19%
UBS AM
36
UBS AM
Illinois
$24.4M +$448K +16,307 +2%
UBS Group
37
UBS Group
Switzerland
$23.7M +$4.29M +156,297 +22%
Swiss National Bank
38
Swiss National Bank
Switzerland
$23.2M -$1.05M -38,167 -4%
JP Morgan Chase
39
JP Morgan Chase
New York
$22.8M +$4.14M +150,639 +22%
PPA
40
Parametric Portfolio Associates
Washington
$22M +$854K +31,063 +4%
Ameriprise
41
Ameriprise
Minnesota
$21M +$168K +6,110 +0.8%
JAFL
42
Jay A. Fishman Ltd
Michigan
$20.3M -$1.22M -44,261 -6%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$19.2M +$5.56M +202,247 +41%
ACM
44
Advisors Capital Management
New Jersey
$18.7M +$314K +11,435 +2%
AAMU
45
Amundi Asset Management US
Massachusetts
$18.6M -$678K -24,678 -4%
Prudential Financial
46
Prudential Financial
New Jersey
$18.4M -$1.57M -57,290 -8%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$18.4M -$316K -11,485 -2%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$18M +$382K +13,899 +2%
EAM
49
Eventide Asset Management
Massachusetts
$17.5M – – –
RJA
50
Raymond James & Associates
Florida
$16.1M +$837K +30,458 +5%
1
2
3 4 5

XPO Hedge Fund Activity: Q4 2019 in Review

396 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2019, worth a combined $7.26B — up 8.2% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XPO positions and 29 closed out — a net gain of 43 holders — while 110 added to existing stakes and 157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $77.5M. The largest seller was Orbis Allan Gray, cutting an estimated $161M.

  • 396 institutional investors held XPO (XPO) as of Q4 2019, up from 365 in Q3 2019.
  • Funds reported $7.26B of XPO stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 72 funds opened new XPO positions in Q4 2019 and 29 closed out, a net change of +43 holders.
  • The largest XPO buyer in Q4 2019 was Fidelity Investments, an estimated $77.5M added.
  • The largest XPO seller in Q4 2019 was Orbis Allan Gray, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2019.