XPO
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.
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: 8 → 9 (+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: 484 → 486 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$104M |
| 2 |
GCM
Gates Capital Management
New York
|
+$93.2M |
| 3 |
MP
MFN Partners
Boston,
Massachusetts
|
+$54.7M |
| 4 |
Millennium Management
New York
|
+$43.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$63.6M |
| 2 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$59.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.1M |
| 4 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
-$25.8M |
| 5 |
IP
Interval Partners
New York
|
-$19.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
551
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -84 | Closed |
|
|
WLPWM
552
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$3K | -64 | Closed |
|
|
ED
553
Exane Derivatives
Paris,
France
| – | -$2.87K | -61 | Closed |
|
|
SSC
554
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$2K | -49 | Closed |
|
|
LWCFA
555
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$2K | -37 | Closed |
|
|
RTL
556
Red Tortoise LLC
Atlanta,
Georgia
| – | -$1K | -29 | Closed |
|
|
RG
557
Retirement Group
San Diego,
California
| – | -$1K | -25 | Closed |
|
|
LF
558
Lee Financial
Dallas,
Texas
| – | -$1K | -22 | Closed |
|
|
CI
559
CX Institutional
Auburn,
Indiana
| – | -$1K | -17 | Closed |
|
|
GWS
560
Glassman Wealth Services
Vienna,
Virginia
| – | -$325 | -7 | -58% |
|
|
HS
561
Horan Securities
Cincinnati,
United States
| – | +$93 | +2 | New |
|
|
HNB
562
Huntington National Bank
Columbus,
Ohio
| – | +$93 | +2 | New |
|
|
HNWA
563
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| – | +$232 | +5 | 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.