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136 hedge funds and large institutions have $1.41B invested in XPO in 2014 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

170% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 23

94% more capital invested

Capital invested by funds: $730M → $1.41B (+$684M)

31% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $9.39M

28% more funds holding

Funds holding: 106136 (+30)

21.68% more ownership

Funds ownership: 263.41%285.09% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
136
Holders Change
+30
Holders Change %
+28.3%
% of All Funds
3.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
44
Increased
62
Reduced
23
Closed
14
Calls
$12.3M
Puts
$9.39M
Net Calls
+$2.95M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
Friess Associates
Delaware
$594K -$283K -28,336 -33%
GC
102
Guggenheim Capital
Illinois
$594K +$582K +58,377 New
UBS AM
103
UBS AM
Illinois
$561K +$245K +24,577 +80%
WKWM
104
Walter & Keenan Wealth Management
Indiana
$467K +$458K +45,901 New
SIP
105
Stoneridge Investment Partners
Pennsylvania
$461K -$14.4K -1,446 -3%
PCM
106
Prelude Capital Management
New York
$429K -$502K -50,311 -54%
COPPSERS
107
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$416K +$408K +40,884 New
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$412K
WSCM
109
Wellington Shields Capital Management
New York
$404K +$397K +39,757 New
DTL
110
Dynamic Technology Lab
Singapore
$386K +$379K +37,955 New
Citigroup
111
Citigroup
New York
$335K -$275K -27,557 -46%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$302K -$51.9K -5,204 -15%
STIA
113
Stone Toro Investment Advisers
New Jersey
$276K +$271K +27,179 New
SCA
114
SAC Capital Advisors
Connecticut
$266K -$6.46M -647,363 -96%
PPSG
115
Princeton Portfolio Strategies Group
New Jersey
$264K -$50.3K -5,046 -16%
SG Americas Securities
116
SG Americas Securities
New York
$261K +$256K +25,667 New
Principal Financial Group
117
Principal Financial Group
Iowa
$249K +$244K +24,444 New
PAA
118
Peregrine Asset Advisers
Oregon
$218K +$213K +21,396 New
GCP
119
GSA Capital Partners
United Kingdom
$216K +$212K +21,211 New
Invesco
120
Invesco
Georgia
$202K +$8.54K +856 +5%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$169K +$166K +16,617 New
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$165K +$122K +12,193 +301%
SFU
123
Stonehage Fleming (UK)
United Kingdom
$147K
BG
124
BlackRock Group
United Kingdom
$142K +$140K +13,994 New
Wells Fargo
125
Wells Fargo
California
$135K -$41.5K -4,164 -24%