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380 hedge funds and large institutions have $4.41B invested in XPO in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 152 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $130M | Put options by funds: $96M

3.41% less ownership

Funds ownership: 285.33%281.92% (-3.4%)

4% less funds holding

Funds holding: 396380 (-16)

14% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 77

26% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 152

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

39% less capital invested

Capital invested by funds: $7.26B → $4.41B (-$2.85B)

Holders
380
Holders Change
-16
Holders Change %
-4.04%
% of All Funds
8.37%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
66
Increased
113
Reduced
152
Closed
77
Calls
$130M
Puts
$96M
Net Calls
+$33.9M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
26
Rice Hall James & Associates
California
$24.3M -$745K -27,870 -2%
Charles Schwab
27
Charles Schwab
California
$23.9M +$603K +22,544 +2%
M&T Bank
28
M&T Bank
New York
$21.4M -$420K -15,724 -93%
Ameriprise
29
Ameriprise
Minnesota
$21.3M +$13.4M +503,218 +66%
BAWC
30
Black-and-white Capital
California
$19.9M +$386K +14,428 +1%
JP Morgan Chase
31
JP Morgan Chase
New York
$17.9M +$6.25M +233,726 +28%
Swiss National Bank
32
Swiss National Bank
Switzerland
$17.5M +$5.23M +195,748 +23%
UBS AM
33
UBS AM
Illinois
$15.3M +$548K +20,497 +2%
PF
34
Phoenix Financial
Israel
$14.3M -$927K -34,696 -4%
Principal Financial Group
35
Principal Financial Group
Iowa
$13.6M -$9.15M -342,459 -30%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$13M -$18.6M -697,118 -47%
Millennium Management
37
Millennium Management
New York
$13M +$20M +749,596 +3,339%
JG
38
Jefferies Group
New York
$12.9M +$20M +747,772 +4,054%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$12.5M +$14.9M +557,093 +302%
Morgan Stanley
40
Morgan Stanley
New York
$12.5M -$17.4M -651,425 -47%
Bank of America
41
Bank of America
North Carolina
$12.5M -$5.02M -187,700 -20%
JAFL
42
Jay A. Fishman Ltd
Michigan
$12.3M -$194K -7,252 -1%
PPA
43
Parametric Portfolio Associates
Washington
$12.3M -$1.81M -67,806 -9%
ACM
44
Advisors Capital Management
New Jersey
$12.1M +$1.07M +40,216 +6%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$11.6M +$532K +19,922 +3%
Victory Capital Management
46
Victory Capital Management
Texas
$11.4M +$15.2M +570,175 +535%
Fidelity International
47
Fidelity International
Bermuda
$11M +$3.89M +145,622 +29%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$10.9M +$8.01M +299,566 +86%
EAM
49
Eventide Asset Management
Massachusetts
$10.7M
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$10.3M +$16.3M +611,168 New

XPO Hedge Fund Activity: Q1 2020 in Review

380 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2020, worth a combined $4.41B — down 39% from $7.26B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of XPO and 66 opened new positions — a net loss of 11 holders — while 152 trimmed existing stakes and 113 added.

The largest buyer was MFN Partners, adding an estimated $116M. The largest seller was Spruce House Investment Management, cutting an estimated $230M.

  • 380 institutional investors held XPO (XPO) as of Q1 2020, down from 396 in Q4 2019.
  • Funds reported $4.41B of XPO stock for Q1 2020, down 39% quarter-over-quarter.
  • 66 funds opened new XPO positions in Q1 2020 and 77 closed out, a net change of -11 holders.
  • The largest XPO buyer in Q1 2020 was MFN Partners, an estimated $116M added.
  • The largest XPO seller in Q1 2020 was Spruce House Investment Management, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2020.