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XPO
XPO

506 hedge funds and large institutions have $10.2B invested in XPO in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 190 increasing their positions, 150 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

27% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 150

5% more funds holding

Funds holding: 481 → 506 (+25)

2% more capital invested

Capital invested by funds: $10B → $10.2B (+$168M)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

31.83% less ownership

Funds ownership: 266.23% → 234.4% (-32%)

34% less call options, than puts

Call options by funds: $70.2M | Put options by funds: $107M

Holders
506
Holders Change
+25
Holders Change %
+5.2%
% of All Funds
8.88%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.23%
New
78
Increased
190
Reduced
150
Closed
49
Calls
$70.2M
Puts
$107M
Net Calls
-$36.9M
Net Calls Change
-$99.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$129M
2
AAM
Ardevora Asset Management
United Kingdom
+$56.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$45.5M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$40.7M
5
Primecap Management
Primecap Management
California
+$33.7M

Top Sellers

1
SHIM
Spruce House Investment Management
New York
-$405M
2
OAG
Orbis Allan Gray
Bermuda
-$141M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$136M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$41.3M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
26
Spruce House Investment Management
New York
$61.6M -$405M -9,752,961 -87%
SHP
27
Spruce House Partnership
New York
$61.6M +$60M +1,445,697 New
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$60.1M -$8.79M -211,806 -13%
RHJA
29
Rice Hall James & Associates
California
$58.6M -$2.59M -62,443 -4%
AAM
30
Ardevora Asset Management
United Kingdom
$58.2M +$56.6M +1,365,316 New
CCMLC
31
Cardinal Capital Management LLC (Connecticut)
Connecticut
$55.9M +$22.2M +535,628 +69%
Millennium Management
32
Millennium Management
New York
$53.2M +$21.6M +519,684 +71%
EIP
33
Epoch Investment Partners
New York
$49.6M -$26.8M -644,978 -36%
PSAMP
34
P. Schoenfeld Asset Management (PSAM)
New York
$48.5M -$465K -11,204 -1%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$48.2M +$45.5M +1,097,666 +3,378%
N
36
Nuveen
North Carolina
$45.5M +$5.99M +144,344 +16%
Principal Financial Group
37
Principal Financial Group
Iowa
$43.4M +$9.68M +233,388 +30%
Swiss National Bank
38
Swiss National Bank
Switzerland
$43.3M +$696K +16,770 +2%
UBS AM
39
UBS AM
Illinois
$41.7M +$2.26M +54,589 +6%
PF
40
Phoenix Financial
Israel
$40.5M +$44.7K +1,078 +0.1%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$39M -$17.9M -431,800 -32%
Morgan Stanley
42
Morgan Stanley
New York
$38.6M +$3.06M +73,843 +9%
PPA
43
Parametric Portfolio Associates
Washington
$38.5M +$793K +19,109 +2%
IP
44
Interval Partners
New York
$38.4M -$504K -12,141 -1%
Bank of America
45
Bank of America
North Carolina
$36.7M +$987K +23,796 +3%
UBS Group
46
UBS Group
Switzerland
$36M +$4.11M +99,134 +13%
Primecap Management
47
Primecap Management
California
$34.7M +$33.7M +813,349 New
First Trust Advisors
48
First Trust Advisors
Illinois
$33.6M -$8.49M -204,578 -21%
HRCM
49
Hood River Capital Management
Florida
$33.6M +$7.16M +172,613 +28%
Ameriprise
50
Ameriprise
Minnesota
$32.7M -$381K -9,189 -1%
1
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XPO Hedge Fund Activity: Q1 2021 in Review

506 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2021, worth a combined $10.2B — up 1.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XPO positions and 49 closed out — a net gain of 29 holders — while 190 added to existing stakes and 150 trimmed.

The largest buyer was BlackRock, adding an estimated $129M. The largest seller was Spruce House Investment Management, cutting an estimated $405M.

  • 506 institutional investors held XPO (XPO) as of Q1 2021, up from 481 in Q4 2020.
  • Funds reported $10.2B of XPO stock for Q1 2021, up 1.7% quarter-over-quarter.
  • 78 funds opened new XPO positions in Q1 2021 and 49 closed out, a net change of +29 holders.
  • The largest XPO buyer in Q1 2021 was BlackRock, an estimated $129M added.
  • The largest XPO seller in Q1 2021 was Spruce House Investment Management, an estimated $405M sold.

Based on aggregated 13F filings for Q1 2021.