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454 hedge funds and large institutions have $12.5B invested in XPO in 2018 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 130 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 38

82% more call options, than puts

Call options by funds: $169M | Put options by funds: $92.5M

12% more funds holding

Funds holding: 405454 (+49)

7% more capital invested

Capital invested by funds: $11.6B → $12.5B (+$864M)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

9.91% less ownership

Funds ownership: 305.53%295.62% (-9.9%)

23% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 168

Holders
454
Holders Change
+49
Holders Change %
+12.1%
% of All Funds
10.41%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
91
Increased
130
Reduced
168
Closed
38
Calls
$169M
Puts
$92.5M
Net Calls
+$76.1M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$43.8M +$33.4M +1,001,550 +415%
First Trust Advisors
52
First Trust Advisors
Illinois
$42.7M -$6.06M -181,825 -13%
TEC
53
Tiger Eye Capital
Tennessee
$41.4M +$3.01M +90,142 +8%
MFAM
54
Motley Fool Asset Management
Virginia
$40.8M +$17.9M +537,799 +87%
CCI
55
Columbus Circle Investors
$39.8M +$1.8M +53,843 +5%
IP
56
Interval Partners
New York
$38.9M -$2.32M -69,593 -6%
Charles Schwab
57
Charles Schwab
California
$38.7M +$2.87M +86,123 +8%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$38.7M +$225K +6,743 +0.6%
TCIM
59
TIAA CREF Investment Management
New York
$37.3M -$2.81M -84,128 -7%
DP
60
DSAM Partners
United Kingdom
$35.7M +$5.11M +153,085 +18%
SC
61
Samlyn Capital
New York
$35.5M +$19.8M +594,965 +144%
KCM
62
Kingdon Capital Management
New York
$33.9M -$4.5M -135,051 -12%
PPA
63
Parametric Portfolio Associates
Washington
$33.3M +$1.54M +46,068 +5%
RJA
64
Raymond James & Associates
Florida
$32.6M -$1.3M -38,924 -4%
Allianz Asset Management
65
Allianz Asset Management
Germany
$31.8M -$2.61M -78,241 -8%
DCM
66
Driehaus Capital Management
Illinois
$30.5M -$7.49M -224,476 -21%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$30.4M +$2.49M +74,742 +9%
Asset Management One
68
Asset Management One
Japan
$29.8M -$535K -16,039 -2%
LPC
69
Lion Point Capital
New York
$28.8M -$27.2M -816,819 -50%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$28.5M +$26.6M +796,250 +5,521%
AAMU
71
Amundi Asset Management US
Massachusetts
$27.2M -$72.1K -2,163 -0.3%
SCM
72
Sanoor Capital Management
Connecticut
$27M -$3.06M -91,657 -11%
Korea Investment Corp
73
Korea Investment Corp
South Korea
$26.8M -$376K -11,277 -1%
AC
74
Ascend Capital
California
$26M +$24.6M +737,210 New
Axa
75
Axa
France
$25.3M +$7.68M +230,300 +47%

XPO Hedge Fund Activity: Q1 2018 in Review

454 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2018, worth a combined $12.5B — up 7.4% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new XPO positions and 38 closed out — a net gain of 53 holders — while 130 added to existing stakes and 168 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $74.2M. The largest seller was Citadel Advisors, cutting an estimated $161M.

  • 454 institutional investors held XPO (XPO) as of Q1 2018, up from 405 in Q4 2017.
  • Funds reported $12.5B of XPO stock for Q1 2018, up 7.4% quarter-over-quarter.
  • 91 funds opened new XPO positions in Q1 2018 and 38 closed out, a net change of +53 holders.
  • The largest XPO buyer in Q1 2018 was AllianceBernstein, an estimated $74.2M added.
  • The largest XPO seller in Q1 2018 was Citadel Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2018.