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401 hedge funds and large institutions have $6.85B invested in XPO in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $4.41B → $6.85B (+$2.43B)

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

28% more call options, than puts

Call options by funds: $165M | Put options by funds: $128M

6% more funds holding

Funds holding: 380401 (+21)

0.18% less ownership

Funds ownership: 281.92%281.75% (-0.18%)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

Holders
401
Holders Change
+21
Holders Change %
+5.53%
% of All Funds
8.22%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
68
Increased
127
Reduced
154
Closed
46
Calls
$165M
Puts
$128M
Net Calls
+$36.5M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
WCMNY
26
Westchester Capital Management (New York)
New York
$42M
N
27
Nuveen
North Carolina
$41.2M -$2.6M -108,439 -7%
FAM
28
Fred Alger Management
New York
$39.1M +$24.7M +1,030,126 +238%
RHJA
29
Rice Hall James & Associates
California
$37.5M -$885K -36,955 -3%
Charles Schwab
30
Charles Schwab
California
$37.4M -$396K -16,524 -1%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$33.9M +$15.8M +658,712 +108%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$33.4M -$8.76M -365,756 -23%
Invesco
33
Invesco
Georgia
$29.9M +$14M +583,568 +109%
Swiss National Bank
34
Swiss National Bank
Switzerland
$28.2M +$471K +19,661 +2%
ECP
35
Electron Capital Partners
New York
$26.8M +$24.1M +1,004,650 New
UBS AM
36
UBS AM
Illinois
$21.8M -$2.19M -91,295 -10%
Principal Financial Group
37
Principal Financial Group
Iowa
$21.6M +$141K +5,869 +0.7%
Ameriprise
38
Ameriprise
Minnesota
$21.6M -$10.9M -456,866 -36%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$21.5M +$5.82M +243,160 +43%
Bank of America
40
Bank of America
North Carolina
$20.2M +$366K +15,275 +2%
Millennium Management
41
Millennium Management
New York
$20M -$588K -24,542 -3%
JAFL
42
Jay A. Fishman Ltd
Michigan
$19.8M +$251K +10,482 +1%
Morgan Stanley
43
Morgan Stanley
New York
$19.5M -$228K -9,522 -1%
ACM
44
Advisors Capital Management
New Jersey
$19.1M -$102K -4,273 -0.6%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$18.9M +$466K +19,462 +3%
PPA
46
Parametric Portfolio Associates
Washington
$18.8M -$603K -25,202 -3%
PF
47
Phoenix Financial
Israel
$18.7M -$3.1M -129,691 -15%
HCM
48
Harspring Capital Management
New York
$18.5M +$16.6M +693,935 New
SCM
49
SG Capital Management
Illinois
$18.1M +$16.2M +677,989 New
Fidelity International
50
Fidelity International
Bermuda
$17.6M +$170K +7,099 +1%

XPO Hedge Fund Activity: Q2 2020 in Review

401 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2020, worth a combined $6.85B — up 55% from $4.41B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XPO positions and 46 closed out — a net gain of 22 holders — while 127 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Spruce House Investment Management, cutting an estimated $302M.

  • 401 institutional investors held XPO (XPO) as of Q2 2020, up from 380 in Q1 2020.
  • Funds reported $6.85B of XPO stock for Q2 2020, up 55% quarter-over-quarter.
  • 68 funds opened new XPO positions in Q2 2020 and 46 closed out, a net change of +22 holders.
  • The largest XPO buyer in Q2 2020 was Fidelity Investments, an estimated $113M added.
  • The largest XPO seller in Q2 2020 was Spruce House Investment Management, an estimated $302M sold.

Based on aggregated 13F filings for Q2 2020.