XPO
506 hedge funds and large institutions have $10.2B invested in XPO in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 190 increasing their positions, 150 reducing their positions, and 49 closing their positions.
59% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 49
27% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 150
5% more funds holding
Funds holding: 481 → 506 (+25)
2% more capital invested
Capital invested by funds: $10B → $10.2B (+$168M)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
31.83% less ownership
Funds ownership: 266.23% → 234.4% (-32%)
34% less call options, than puts
Call options by funds: $70.2M | Put options by funds: $107M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$129M |
| 2 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
+$56.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$45.5M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$40.7M |
| 5 |
Primecap Management
Pasadena,
California
|
+$33.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHIM
Spruce House Investment Management
New York
|
-$405M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$141M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$136M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$41.3M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$36.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
551
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -17 | Closed |
|
552
Simplex Trading
Chicago,
Illinois
| – | +$1.96M | +47,211 | New |
|
XPO Hedge Fund Activity: Q1 2021 in Review
506 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2021, worth a combined $10.2B — up 1.7% from $10B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new XPO positions and 49 closed out — a net gain of 29 holders — while 190 added to existing stakes and 150 trimmed.
The largest buyer was BlackRock, adding an estimated $129M. The largest seller was Spruce House Investment Management, cutting an estimated $405M.
- 506 institutional investors held XPO (XPO) as of Q1 2021, up from 481 in Q4 2020.
- Funds reported $10.2B of XPO stock for Q1 2021, up 1.7% quarter-over-quarter.
- 78 funds opened new XPO positions in Q1 2021 and 49 closed out, a net change of +29 holders.
- The largest XPO buyer in Q1 2021 was BlackRock, an estimated $129M added.
- The largest XPO seller in Q1 2021 was Spruce House Investment Management, an estimated $405M sold.
Based on aggregated 13F filings for Q1 2021.