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XPO
XPO

491 hedge funds and large institutions have $13.8B invested in XPO in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $11.8B → $13.8B (+$1.94B)

15% more call options, than puts

Call options by funds: $177M | Put options by funds: $153M

6% more funds holding in top 10

Funds holding in top 10: 36 → 38 (+2)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

1% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 174

1% less funds holding

Funds holding: 495 → 491 (-4)

10.06% less ownership

Funds ownership: 285.39% → 275.33% (-10%)

Holders
491
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
11.23%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.87%
New
51
Increased
173
Reduced
174
Closed
51
Calls
$177M
Puts
$153M
Net Calls
+$23.5M
Net Calls Change
-$86.8M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$150M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$75.9M
3
SIG
Senator Investment Group
New York
+$61.4M
4
BlackRock
BlackRock
New York
+$60M
5
Morgan Stanley
Morgan Stanley
New York
+$54.6M

Top Sellers

Rank Fund Capital Flow
1
OAG
Orbis Allan Gray
Bermuda
-$82.1M
2
O
OppenheimerFunds
New York
-$64.9M
3
SG Americas Securities
SG Americas Securities
New York
-$51.6M
4
HAI
Hennessy Advisors Inc
California
-$44.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Hudson Bay Capital Management
526
Hudson Bay Capital Management
Connecticut
– -$401K -11,566 Closed
BCM
527
BlueCrest Capital Management
Jersey
– -$366K -10,568 Closed
VRS
528
Virginia Retirement Systems
Virginia
– -$321K -9,252 Closed
FAAS
529
First Allied Advisory Services
California
– -$303K -8,660 Closed
BCM
530
Bayesian Capital Management
New York
– -$278K -8,012 Closed
LSAG
531
Lake Street Advisors Group
New Hampshire
– -$271K -7,821 Closed
IR
532
Invictus RG
Bermuda
– -$254K -7,341 Closed
FNBT
533
FineMark National Bank & Trust
Florida
– -$203K -5,861 Closed
CPA
534
Clear Perspective Advisors
Illinois
– -$170K -4,915 Closed
WT
535
Washington Trust
Rhode Island
– -$117K -3,371 Closed
PCM
536
Penserra Capital Management
California
– -$22K -648 Closed
PHK
537
Point72 Hong Kong
Hong Kong
– -$15K -437 Closed
MBT
538
Monroe Bank & Trust
Michigan
– -$13K -382 Closed
FRA
539
Front Row Advisors
California
– -$6 -173 Closed
B
540
Bridgeworth
Alabama
– -$3K -107 Closed
18 19 20 21
22

XPO Hedge Fund Activity: Q3 2018 in Review

491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q3 2018, worth a combined $13.8B — up 16% from $11.8B a quarter earlier.

Fund positioning in XPO was balanced in Q3 2018: 51 funds opened new positions, 51 closed out, 173 added to existing stakes and 174 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $150M. The largest seller was Orbis Allan Gray, cutting an estimated $82.1M.

  • 491 institutional investors held XPO (XPO) as of Q3 2018, down from 495 in Q2 2018.
  • Funds reported $13.8B of XPO stock for Q3 2018, up 16% quarter-over-quarter.
  • 51 funds opened new XPO positions in Q3 2018 and 51 closed out, a net change of 0 holders.
  • The largest XPO buyer in Q3 2018 was Citadel Advisors, an estimated $150M added.
  • The largest XPO seller in Q3 2018 was Orbis Allan Gray, an estimated $82.1M sold.

Based on aggregated 13F filings for Q3 2018.