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236 hedge funds and large institutions have $3.93B invested in XPO in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

72% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 60

15% more capital invested

Capital invested by funds: $3.4B → $3.93B (+$523M)

13% more funds holding

Funds holding: 209236 (+27)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8.35% less ownership

Funds ownership: 274.33%265.97% (-8.4%)

46% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $28.3M

Holders
236
Holders Change
+27
Holders Change %
+12.92%
% of All Funds
6.36%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
45
Increased
103
Reduced
60
Closed
17
Calls
$15.4M
Puts
$28.3M
Net Calls
-$12.9M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$14.6M -$1.48M -91,007 -9%
C
52
Consulta
United Kingdom
$13.9M +$14.4M +888,569 New
NIM
53
NXG Investment Management
Texas
$13.8M +$3.24M +199,911 +29%
MCM
54
Moore Capital Management
New York
$13.8M +$14.4M +889,199 New
Macquarie Group
55
Macquarie Group
Australia
$12.5M -$1.09M -66,985 -8%
ACM
56
Anandar Capital Management
New York
$12.4M +$5.93M +365,608 +86%
SC
57
ShearLink Capital
New York
$12.3M +$12.7M +785,187 New
Renaissance Technologies
58
Renaissance Technologies
New York
$12.2M +$924K +56,960 +8%
MCM
59
Marsico Capital Management
Colorado
$11.2M +$4.04M +249,322 +54%
BIM
60
BlackRock Investment Management
Delaware
$11.1M +$3.95M +243,487 +52%
Deutsche Bank
61
Deutsche Bank
Germany
$10.1M +$4.6M +283,386 +77%
BBHC
62
Brown Brothers Harriman & Co
New York
$9.88M
BA
63
BlackRock Advisors
Delaware
$9.47M +$1.38M +85,018 +16%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$9.38M +$5.23M +322,292 +116%
UCFA
65
United Capital Financial Advisors
Texas
$9.36M -$131K -8,084 -1%
TCIM
66
TIAA CREF Investment Management
New York
$9.35M -$199K -12,291 -2%
Charles Schwab
67
Charles Schwab
California
$9.24M +$1.47M +90,683 +18%
WIC
68
Water Island Capital
New York
$9.02M +$9.36M +577,056 New
FA
69
Friess Associates
Delaware
$8.79M -$9.31M -573,985 -51%
MFAM
70
Motley Fool Asset Management
Virginia
$7.55M
OC
71
Oppenheimer & Co
New York
$7.37M -$226K -13,963 -3%
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$7.23M +$7.51M +462,846 New
JAFL
73
Jay A. Fishman Ltd
Michigan
$7.14M -$37.5K -2,313 -0.5%
UBS Group
74
UBS Group
Switzerland
$7M -$1.19M -73,372 -14%
DAM
75
Deltec Asset Management
New York
$6.82M

XPO Hedge Fund Activity: Q2 2015 in Review

236 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2015, worth a combined $3.93B — up 15% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XPO positions and 17 closed out — a net gain of 28 holders — while 103 added to existing stakes and 60 trimmed.

The largest buyer was Harvard Management Company, opening a new position worth an estimated $117M. The largest seller was Fidelity Investments, cutting an estimated $76.6M.

  • 236 institutional investors held XPO (XPO) as of Q2 2015, up from 209 in Q1 2015.
  • Funds reported $3.93B of XPO stock for Q2 2015, up 15% quarter-over-quarter.
  • 45 funds opened new XPO positions in Q2 2015 and 17 closed out, a net change of +28 holders.
  • The largest XPO buyer in Q2 2015 was Harvard Management Company, an estimated $117M added.
  • The largest XPO seller in Q2 2015 was Fidelity Investments, an estimated $76.6M sold.

Based on aggregated 13F filings for Q2 2015.