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401 hedge funds and large institutions have $6.85B invested in XPO in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $4.41B → $6.85B (+$2.43B)

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

28% more call options, than puts

Call options by funds: $165M | Put options by funds: $128M

6% more funds holding

Funds holding: 380401 (+21)

0.18% less ownership

Funds ownership: 281.92%281.75% (-0.18%)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

Holders
401
Holders Change
+21
Holders Change %
+5.53%
% of All Funds
8.22%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
68
Increased
127
Reduced
154
Closed
46
Calls
$165M
Puts
$128M
Net Calls
+$36.5M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$10.3M -$30.5K -1,272 -0.3%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$10.2M +$331K +13,812 +4%
AL
78
Arnhold LLC
New York
$9.68M
CC
79
Carlson Capital
Texas
$9.57M +$8.08M +337,640 +1,645%
AAMU
80
Amundi Asset Management US
Massachusetts
$9.41M -$4.51M -188,198 -35%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.2M -$693K -28,949 -8%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$9.12M +$6.76M +282,255 +478%
TD Asset Management
83
TD Asset Management
Ontario, Canada
$8.97M -$852K -35,599 -10%
KMC
84
Kirr Marbach & Co
Indiana
$8.66M -$96.4K -4,025 -1%
IP
85
Interval Partners
New York
$8.06M +$7.22M +301,682 New
EVM
86
Eaton Vance Management
Massachusetts
$8.04M +$864K +36,087 +14%
UBS Group
87
UBS Group
Switzerland
$7.9M +$2.06M +86,210 +41%
PC
88
Phoenician Capital
New York
$7.72M
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$7.62M +$787K +32,852 +13%
Barclays
90
Barclays
United Kingdom
$7.57M -$3.26M -136,020 -32%
Canada Life
91
Canada Life
Manitoba, Canada
$7.37M -$743K -31,028 -10%
First Trust Advisors
92
First Trust Advisors
Illinois
$7.25M +$1.23M +51,443 +23%
PCM
93
Penn Capital Management
Pennsylvania
$7.22M +$2.76M +115,318 +75%
MSL
94
Mackay Shields LLC
New York
$7.06M +$3.82M +159,698 +153%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$7.05M -$35.4K -1,477 -0.6%
ERSOT
96
Employees Retirement System of Texas
Texas
$7.03M
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$6.91M +$2.35M +98,307 +61%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$6.66M -$439K -18,343 -7%
MOACM
99
Mutual of America Capital Management
New York
$6.53M -$92.5K -3,865 -2%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$6.51M +$2.47M +103,223 +74%

XPO Hedge Fund Activity: Q2 2020 in Review

401 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2020, worth a combined $6.85B — up 55% from $4.41B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XPO positions and 46 closed out — a net gain of 22 holders — while 127 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Spruce House Investment Management, cutting an estimated $302M.

  • 401 institutional investors held XPO (XPO) as of Q2 2020, up from 380 in Q1 2020.
  • Funds reported $6.85B of XPO stock for Q2 2020, up 55% quarter-over-quarter.
  • 68 funds opened new XPO positions in Q2 2020 and 46 closed out, a net change of +22 holders.
  • The largest XPO buyer in Q2 2020 was Fidelity Investments, an estimated $113M added.
  • The largest XPO seller in Q2 2020 was Spruce House Investment Management, an estimated $302M sold.

Based on aggregated 13F filings for Q2 2020.