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XPO
XPO

209 hedge funds and large institutions have $3.4B invested in XPO in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $2.96B → $3.4B (+$441M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

8% more funds holding

Funds holding: 193 → 209 (+16)

1% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $17.4M

48.02% less ownership

Funds ownership: 322.35% → 274.33% (-48%)

Holders
209
Holders Change
+16
Holders Change %
+8.29%
% of All Funds
5.57%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
33
Increased
84
Reduced
67
Closed
16
Calls
$17.6M
Puts
$17.4M
Net Calls
+$215K
Net Calls Change
-$5.67M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$36.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$32.3M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$27.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$21M
5
EAM
Eventide Asset Management
Massachusetts
+$19.4M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$25.1M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$18.4M
3
Morgan Stanley
Morgan Stanley
New York
-$12.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9.93M
5
CC
Cannell & Co
New York
-$9.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
101
Bank of America
North Carolina
$3.33M -$1.66M -114,230 -35%
Invesco
102
Invesco
Georgia
$3.31M +$589K +40,638 +24%
RFC
103
Russell Frank Company
Washington
$3.25M +$465K +32,109 +18%
FPA
104
Fieldpoint Private Advisors
New York
$3.25M +$2.99M +206,359 New
CCM
105
Catapult Capital Management
New York
$3.22M +$2.97M +204,662 New
RhumbLine Advisers
106
RhumbLine Advisers
Massachusetts
$3.17M +$222K +15,295 +8%
BCM
107
Bridgeway Capital Management
Texas
$2.97M -$33.6K -2,316 -1%
SCM
108
Suffolk Capital Management
New York
$2.82M -$516K -35,645 -17%
EFEM
109
Eos Focused Equity Management
New York
$2.62M +$2.41M +166,255 New
PAM
110
Paradigm Asset Management
New York
$2.61M +$2.41M +166,255 New
ACM
111
Advisors Capital Management
New Jersey
$2.37M -$54.3K -3,748 -2%
SEI Investments
112
SEI Investments
Pennsylvania
$2.29M +$430K +29,709 +26%
MCM
113
Mazama Capital Management
Oregon
$2.12M +$248K +17,120 +15%
PCM
114
Prelude Capital Management
New York
$2.1M -$1.38M -94,965 -42%
BS
115
Bow Street
New York
$2.06M – – –
TCM
116
Tributary Capital Management
Nebraska
$1.91M +$850K +58,695 +93%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$1.84M +$15.2K +1,047 +0.9%
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$1.83M – – –
ICAP
119
Independence Capital Asset Partners
Colorado
$1.81M +$143K +9,888 +9%
TI
120
Turner Investments
Pennsylvania
$1.8M +$1.66M +114,268 New
NFA
121
Nationwide Fund Advisors
Ohio
$1.76M -$67.6K -4,666 -4%
Nomura Holdings
122
Nomura Holdings
Japan
$1.71M +$588K +40,555 +56%
HCP
123
Holt Capital Partners
Texas
$1.66M -$6.07K -419 -0.4%
AIG
124
American International Group
New York
$1.5M – – –
JCM
125
JS Capital Management
New York
$1.5M – – –
3 4
5
6 7

XPO Hedge Fund Activity: Q1 2015 in Review

209 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2015, worth a combined $3.4B — up 15% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new XPO positions and 16 closed out — a net gain of 17 holders — while 84 added to existing stakes and 67 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $36.5M. The largest seller was Point72 Asset Management, cutting an estimated $25.1M.

  • 209 institutional investors held XPO (XPO) as of Q1 2015, up from 193 in Q4 2014.
  • Funds reported $3.4B of XPO stock for Q1 2015, up 15% quarter-over-quarter.
  • 33 funds opened new XPO positions in Q1 2015 and 16 closed out, a net change of +17 holders.
  • The largest XPO buyer in Q1 2015 was Viking Global Investors, an estimated $36.5M added.
  • The largest XPO seller in Q1 2015 was Point72 Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2015.