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486 hedge funds and large institutions have $6.97B invested in XPO in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 163 increasing their positions, 150 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $105M | Put options by funds: $80.2M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7.18% more ownership

Funds ownership: 125.14%132.32% (+7.2%)

10% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 81

9% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 150

3% more capital invested

Capital invested by funds: $6.78B → $6.97B (+$190M)

0% more funds holding

Funds holding: 484486 (+2)

Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.48%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
89
Increased
163
Reduced
150
Closed
81
Calls
$105M
Puts
$80.2M
Net Calls
+$24.5M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
26
Frontier Capital Management
Massachusetts
$49.6M +$3.85M +82,915 +8%
PF
27
Phoenix Financial
Israel
$46.7M +$1.2M +25,844 +3%
Charles Schwab
28
Charles Schwab
California
$42.1M +$1.15M +24,646 +3%
Morgan Stanley
29
Morgan Stanley
New York
$40.2M -$2.89M -62,123 -7%
Legal & General Group
30
Legal & General Group
United Kingdom
$39.5M +$1.99M +42,747 +5%
Alyeska Investment Group
31
Alyeska Investment Group
Illinois
$39.3M +$15.6M +335,477 +65%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$38.9M +$23.5M +505,872 +149%
Allianz Asset Management
33
Allianz Asset Management
Germany
$38.1M -$3.01M -64,774 -7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$37.1M +$33.3M +717,448 +800%
SAM
35
Scopus Asset Management
New York
$36.5M +$24.2M +520,880 +191%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$36.3M +$7.3K +157 +0%
Fidelity International
37
Fidelity International
Bermuda
$33.5M -$6.3M -135,476 -16%
HRCM
38
Hood River Capital Management
Florida
$32.5M -$400K -8,607 -1%
N
39
Nuveen
North Carolina
$32.3M +$1.05M +22,575 +3%
ECP
40
Electron Capital Partners
New York
$31M -$8.12M -174,633 -21%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$30.8M +$12.1M +259,966 +64%
Invesco
42
Invesco
Georgia
$29.9M +$490K +10,543 +2%
Goldman Sachs
43
Goldman Sachs
New York
$27.5M -$63.6M -1,369,204 -70%
Primecap Management
44
Primecap Management
California
$27M +$821K +17,671 +3%
Principal Financial Group
45
Principal Financial Group
Iowa
$26.3M -$312K -6,712 -1%
PSAMP
46
P. Schoenfeld Asset Management (PSAM)
New York
$26.3M -$4.17M -89,753 -14%
UBS Group
47
UBS Group
Switzerland
$25.3M +$1.11M +23,891 +5%
Axa
48
Axa
France
$25.2M +$274K +5,890 +1%
Bank of America
49
Bank of America
North Carolina
$25.2M -$3.1M -66,718 -11%
ACM
50
Anomaly Capital Management
New York
$24M +$24.3M +522,184 New

XPO Hedge Fund Activity: Q4 2021 in Review

486 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2021, worth a combined $6.97B — up 2.8% from $6.78B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new XPO positions and 81 closed out — a net gain of 8 holders — while 163 added to existing stakes and 150 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $63.6M.

  • 486 institutional investors held XPO (XPO) as of Q4 2021, up from 484 in Q3 2021.
  • Funds reported $6.97B of XPO stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 89 funds opened new XPO positions in Q4 2021 and 81 closed out, a net change of +8 holders.
  • The largest XPO buyer in Q4 2021 was Massachusetts Financial Services, an estimated $104M added.
  • The largest XPO seller in Q4 2021 was Goldman Sachs, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2021.