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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
PA
176
Pinnacle Associates
New York
$4.53M +$538K +16,134 +14%
Jane Street
177
Jane Street
New York
$4.31M -$1.36M -40,653 -25%
NC
178
Nicholas Company
Wisconsin
$4.2M -$3.76M -112,605 -49%
ACM
179
Advisors Capital Management
New Jersey
$3.93M -$430K -12,887 -10%
CPIM
180
Columbia Partners Investment Management
Virginia
$3.88M -$1.75M -52,334 -32%
Walleye Trading
181
Walleye Trading
New York
$3.88M +$3.67M +110,075 New
Canada Life
182
Canada Life
Manitoba, Canada
$3.87M +$2.31M +69,269 +171%
PWAG
183
Polaris Wealth Advisory Group
California
$3.85M +$672K +20,132 +23%
PCM
184
Penn Capital Management
Pennsylvania
$3.81M -$1.57M -47,147 -31%
EAM
185
Eagle Asset Management
Florida
$3.76M -$12M -358,897 -77%
Verition Fund Management
186
Verition Fund Management
Connecticut
$3.75M +$1.62M +48,535 +84%
Balyasny Asset Management
187
Balyasny Asset Management
Illinois
$3.74M -$3.8M -113,910 -52%
Boston Partners
188
Boston Partners
Massachusetts
$3.63M -$1.91M -57,386 -36%
LSA
189
L & S Advisors
California
$3.6M -$9.37K -281 -0.3%
NC
190
Northpointe Capital
Michigan
$3.54M -$84.5K -2,533 -2%
CIP
191
Convergence Investment Partners
Florida
$3.42M -$571K -17,131 -15%
Parallax Volatility Advisers
192
Parallax Volatility Advisers
California
$3.38M -$34.4M -1,031,482 -91%
EGM
193
Engineers Gate Manager
New York
$3.37M -$2.31M -69,309 -42%
FAT
194
First American Trust
California
$3.29M -$9.17K -275 -0.3%
WB
195
Webster Bank
Connecticut
$3.26M
PCM
196
Prelude Capital Management
New York
$3.19M -$652K -19,546 -18%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$3.16M +$149K +4,458 +5%
JCM
198
Jafra Capital Management
New York
$3.12M -$878K -26,326 -23%
HCP
199
Holt Capital Partners
Texas
$3.06M
TD Asset Management
200
TD Asset Management
Ontario, Canada
$3.05M

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.