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XPO
XPO

558 hedge funds and large institutions have $12.1B invested in XPO in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 45

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

19% more capital invested

Capital invested by funds: $10.2B → $12.1B (+$1.92B)

10% more funds holding

Funds holding: 506 → 558 (+52)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 175

9.07% less ownership

Funds ownership: 234.4% → 225.34% (-9.1%)

49% less call options, than puts

Call options by funds: $125M | Put options by funds: $245M

Holders
558
Holders Change
+52
Holders Change %
+10.28%
% of All Funds
9.71%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
101
Increased
191
Reduced
175
Closed
45
Calls
$125M
Puts
$245M
Net Calls
-$120M
Net Calls Change
-$82.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$167M
2
ECP
Empyrean Capital Partners
California
+$111M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$80.8M
5
N
Nuveen
North Carolina
+$71.2M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$227M
2
EIP
Epoch Investment Partners
New York
-$56.2M
3
FAM
Fred Alger Management
New York
-$43.1M
4
LAM
Lyrical Asset Management
New York
-$42.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$31.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$79.6M -$10.3M -211,887 -11%
Charles Schwab
27
Charles Schwab
California
$79.3M +$1.72M +35,229 +2%
Allianz Asset Management
28
Allianz Asset Management
Germany
$79M -$5.56M -113,782 -7%
AAM
29
Ardevora Asset Management
United Kingdom
$71M +$4.96M +101,630 +7%
CCMLC
30
Cardinal Capital Management LLC (Connecticut)
Connecticut
$70.9M +$7.52M +153,966 +12%
SHIM
31
Spruce House Investment Management
New York
$69.9M – – –
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$66.5M -$1.75M -35,897 -3%
Morgan Stanley
33
Morgan Stanley
New York
$64.6M +$21M +429,433 +47%
First Trust Advisors
34
First Trust Advisors
Illinois
$62.8M +$25M +511,557 +65%
HRCM
35
Hood River Capital Management
Florida
$61.4M +$23.5M +481,588 +61%
Millennium Management
36
Millennium Management
New York
$59M -$1.4M -28,694 -2%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$57.6M -$29.6M -605,741 -34%
PSAMP
38
P. Schoenfeld Asset Management (PSAM)
New York
$55M – – –
Fidelity International
39
Fidelity International
Bermuda
$54.9M +$18.9M +387,060 +52%
Swiss National Bank
40
Swiss National Bank
Switzerland
$51M +$1.84M +37,657 +4%
Principal Financial Group
41
Principal Financial Group
Iowa
$50.2M +$1.02M +20,884 +2%
GCM
42
Gates Capital Management
New York
$49M +$49.4M +1,011,988 New
GCM
43
Ghisallo Capital Management
Massachusetts
$49M +$49.4M +1,011,988 New
PF
44
Phoenix Financial
Israel
$47.2M +$1.22M +24,942 +3%
RHJA
45
Rice Hall James & Associates
California
$45.8M -$20.9M -427,371 -31%
PPA
46
Parametric Portfolio Associates
Washington
$45.7M +$2.09M +42,717 +5%
Primecap Management
47
Primecap Management
California
$45.4M +$6.07M +124,330 +15%
ECP
48
Electron Capital Partners
New York
$45.3M +$15.4M +315,289 +51%
UBS Group
49
UBS Group
Switzerland
$44.6M +$3.74M +76,619 +9%
IM
50
Islet Management
New York
$42.1M +$42.6M +872,785 New
1
2
3 4 5

XPO Hedge Fund Activity: Q2 2021 in Review

558 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2021, worth a combined $12.1B — up 19% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new XPO positions and 45 closed out — a net gain of 56 holders — while 191 added to existing stakes and 175 trimmed.

The largest buyer was Vanguard Group, adding an estimated $167M. The largest seller was Orbis Allan Gray, cutting an estimated $227M.

  • 558 institutional investors held XPO (XPO) as of Q2 2021, up from 506 in Q1 2021.
  • Funds reported $12.1B of XPO stock for Q2 2021, up 19% quarter-over-quarter.
  • 101 funds opened new XPO positions in Q2 2021 and 45 closed out, a net change of +56 holders.
  • The largest XPO buyer in Q2 2021 was Vanguard Group, an estimated $167M added.
  • The largest XPO seller in Q2 2021 was Orbis Allan Gray, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2021.