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495 hedge funds and large institutions have $11.8B invested in XPO in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 175 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 41

100% more call options, than puts

Call options by funds: $221M | Put options by funds: $111M

9% more funds holding

Funds holding: 454495 (+41)

8% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 162

5% less capital invested

Capital invested by funds: $12.5B → $11.8B (-$617M)

10.23% less ownership

Funds ownership: 295.62%285.39% (-10%)

16% less funds holding in top 10

Funds holding in top 10: 4336 (-7)

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
11.33%
Holding in Top 10
36
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.28%
% of All Funds
0.82%
New
86
Increased
175
Reduced
162
Closed
41
Calls
$221M
Puts
$111M
Net Calls
+$110M
Net Calls Change
+$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
476
Barrett Asset Management
New York
$10K
LWA
477
Lowe Wealth Advisors
Maryland
$10K
SWM
478
SeaCrest Wealth Management
New York
$10K +$10.5K +289 New
AssetMark Inc
479
AssetMark Inc
California
$10K +$10.6K +292 New
EARNEST Partners
480
EARNEST Partners
Georgia
$9K
PA
481
Parallel Advisors
California
$8K
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$5.21K
PS
483
Portfolio Strategies
New York
$5K +$5.26K +145 New
CFD
484
Creative Financial Designs
Indiana
$4K
OFW
485
Omnia Family Wealth
Florida
$4K
QCG
486
Quadrant Capital Group
Ohio
$3K -$4.93K -136 -54%
QI
487
QS Investors
New York
$3K -$1.05K -29 -28%
B
488
Bridgeworth
Alabama
$3K +$3.88K +107 New
RCAG
489
Rehmann Capital Advisory Group
Michigan
$2.1K -$1.45K -40 -40%
DOA
490
D'Orazio & Associates
Virginia
$1K
S
491
SignatureFD
Georgia
$1K
AIL
492
AGF Investments LLC
Ontario, Canada
$35 +$34.8K +960 +1,333%
FRA
493
Front Row Advisors
California
$6
FCM
494
Farallon Capital Management
California
-$48.4M -1,373,412 Closed
DP
495
DSAM Partners
United Kingdom
-$35.7M -1,014,099 Closed
Nomura Holdings
496
Nomura Holdings
Japan
-$21.9K -624,778 Closed
Two Sigma Investments
497
Two Sigma Investments
New York
-$15.3M -422,780 Closed
SCM
498
SG Capital Management
Illinois
-$11.9M -338,339 Closed
JGC
499
J. Goldman & Co
New York
-$9.21M -261,480 Closed
RAM
500
RWC Asset Management
United Kingdom
-$8.96M -254,443 Closed

XPO Hedge Fund Activity: Q2 2018 in Review

495 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2018, worth a combined $11.8B — down 5% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new XPO positions and 41 closed out — a net gain of 45 holders — while 175 added to existing stakes and 162 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $101M. The largest seller was Anchorage Capital Group, cutting an estimated $137M.

  • 495 institutional investors held XPO (XPO) as of Q2 2018, up from 454 in Q1 2018.
  • Funds reported $11.8B of XPO stock for Q2 2018, down 5% quarter-over-quarter.
  • 86 funds opened new XPO positions in Q2 2018 and 41 closed out, a net change of +45 holders.
  • The largest XPO buyer in Q2 2018 was VOYA Investment Management, an estimated $101M added.
  • The largest XPO seller in Q2 2018 was Anchorage Capital Group, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2018.