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481 hedge funds and large institutions have $10B invested in XPO in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 135 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 36

45% more call options, than puts

Call options by funds: $203M | Put options by funds: $141M

38% more capital invested

Capital invested by funds: $7.25B → $10B (+$2.77B)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

15% more funds holding

Funds holding: 418 → 481 (+63)

5.14% less ownership

Funds ownership: 271.37% → 266.23% (-5.1%)

25% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 181

Holders
481
Holders Change
+63
Holders Change %
+15.07%
% of All Funds
8.51%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
101
Increased
135
Reduced
181
Closed
36
Calls
$203M
Puts
$141M
Net Calls
+$62.8M
Net Calls Change
-$4.3M

Top Buyers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
+$64.8M
2
Invesco
Invesco
Georgia
+$52.4M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$41.7M
4
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
+$41.6M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$37.4M

Top Sellers

Rank Fund Capital Flow
1
OAG
Orbis Allan Gray
Bermuda
-$230M
2
JP Morgan Chase
JP Morgan Chase
New York
-$76M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$46.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.4M
5
SHIM
Spruce House Investment Management
New York
-$36.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
501
CIBC World Market
Ontario, Canada
– -$206K -7,032 Closed
BFEC
502
Benjamin F. Edwards & Company
Missouri
– -$85K -2,891 Closed
GT
503
Glenmede Trust
Pennsylvania
– -$84K -2,889 Closed
PFS
504
Prospera Financial Services
Texas
– -$76K -2,608 Closed
PAM
505
Paradigm Asset Management
New York
– -$76.2K -2,602 Closed
CIA
506
CSat Investment Advisory
Michigan
– -$26K -905 Closed
FQ
507
First Quadrant
California
– -$20K -688 Closed
CHAM
508
Clear Harbor Asset Management
Connecticut
– -$16.9K -578 Closed
Simplex Trading
509
Simplex Trading
Illinois
– -$20K -552 Closed
1IA
510
1834 Investment Advisors
Wisconsin
– -$8K -289 Closed
CT
511
Caldwell Trust
Florida
– -$3.39K -116 Closed
IAS
512
IMA Advisory Services
Colorado
– -$2K -55 Closed
PFWA
513
Paces Ferry Wealth Advisors
Georgia
– -$1K -32 Closed
LWM
514
Liberty Wealth Management
California
– +$217 +6 New
PWMG
515
Prestige Wealth Management Group
New Jersey
– +$326 +9 New
RPWA
516
Regent Peak Wealth Advisors
Georgia
– +$326 +9 New
17 18 19 20
21

XPO Hedge Fund Activity: Q4 2020 in Review

481 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2020, worth a combined $10B — up 38% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new XPO positions and 36 closed out — a net gain of 65 holders — while 135 added to existing stakes and 181 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $64.8M. The largest seller was Orbis Allan Gray, cutting an estimated $230M.

  • 481 institutional investors held XPO (XPO) as of Q4 2020, up from 418 in Q3 2020.
  • Funds reported $10B of XPO stock for Q4 2020, up 38% quarter-over-quarter.
  • 101 funds opened new XPO positions in Q4 2020 and 36 closed out, a net change of +65 holders.
  • The largest XPO buyer in Q4 2020 was Fred Alger Management, an estimated $64.8M added.
  • The largest XPO seller in Q4 2020 was Orbis Allan Gray, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2020.