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258 hedge funds and large institutions have $5B invested in XPO in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

47% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 32

27% more call options, than puts

Call options by funds: $96.6M | Put options by funds: $75.9M

16% more capital invested

Capital invested by funds: $4.33B → $5B (+$674M)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

10.13% more ownership

Funds ownership: 261.11%271.24% (+10%)

3% more funds holding

Funds holding: 250258 (+8)

Holders
258
Holders Change
+8
Holders Change %
+3.2%
% of All Funds
6.42%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.42%
New
47
Increased
95
Reduced
85
Closed
32
Calls
$96.6M
Puts
$75.9M
Net Calls
+$20.6M
Net Calls Change
-$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
101
First Trust Advisors
Illinois
$4.08M -$149K -9,137 -4%
TCM
102
Tygh Capital Management
Oregon
$4.08M +$4.02M +246,454 New
EAM
103
Eagle Asset Management
Florida
$4.05M +$4M +244,794 New
CRCM
104
Crystal Rock Capital Management
Illinois
$4.04M
HAI
105
Hennessy Advisors Inc
California
$3.96M +$3.9M +238,829 New
NC
106
Nicholas Company
Wisconsin
$3.92M
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$3.75M +$1.18M +72,285 +46%
CPIM
108
Columbia Partners Investment Management
Virginia
$3.73M -$3.43M -210,046 -48%
EGM
109
Engineers Gate Manager
New York
$3.65M +$1.44M +88,465 +67%
AI
110
Axiom Investors
Connecticut
$3.61M +$185K +11,305 +5%
Hudson Bay Capital Management
111
Hudson Bay Capital Management
Connecticut
$3.5M +$3.45M +211,072 New
PCM
112
Penn Capital Management
Pennsylvania
$3.38M -$107K -6,555 -9%
MCTIC
113
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.19M +$89.7K +5,493 +3%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$3.15M -$15.3K -939 -0.5%
CL
115
Croft-Leominster
Maryland
$3.1M +$3.06M +187,122 New
William Blair & Company
116
William Blair & Company
Illinois
$3.05M +$2.53M +154,805 +810%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$2.97M +$642K +39,291 +28%
SAM
118
Steinberg Asset Management
New York
$2.93M -$473K -28,981 -14%
Russell Investments Group
119
Russell Investments Group
United Kingdom
$2.93M +$305K +18,693 +12%
AIG
120
American International Group
New York
$2.84M +$140K +8,579 +5%
SEI Investments
121
SEI Investments
Pennsylvania
$2.81M -$523K -32,011 -16%
UBS AM
122
UBS AM
Illinois
$2.75M +$701K +42,952 +35%
OC
123
Oppenheimer & Co
New York
$2.56M -$168K -10,258 -6%
UBS Group
124
UBS Group
Switzerland
$2.53M -$237K -14,483 -9%
FAT
125
First American Trust
California
$2.33M -$149K -9,131 -6%