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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: 1112 (+1)

8% more funds holding

Funds holding: 193209 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$12K +$11.2K +775 New
Creative Planning
202
Creative Planning
Kansas
$9K
DP
203
DSAM Partners
United Kingdom
$8.04K -$3.69M -254,686 -33%
FAM
204
Formidable Asset Management
Ohio
$5K +$4.19K +289 New
HNB
205
Huntington National Bank
Ohio
$4K +$290 +20 +9%
BRWM
206
B. Riley Wealth Management
Tennessee
$4K +$4.19K +289 New
Manulife (Manufacturers Life Insurance)
207
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.58K +$45.1K +3,114 +3%
FNBT
208
FineMark National Bank & Trust
Florida
$1K -$261 -18 -20%
WG
209
Welch Group
Alabama
$236 +$101K +6,939 +86%
LCM
210
LG Capital Management
Maryland
-$6.52M -461,122 Closed
CCM
211
Coe Capital Management
Illinois
-$4.48M -316,903 Closed
CCS
212
Crosspoint Capital Strategies
California
-$3.33M -235,654 Closed
EML
213
Eos Management LP
New York
-$2.35M -166,255 Closed
RCM
214
Riverloft Capital Management
Florida
-$2.04M -144,570 Closed
ST
215
Spot Trading
Illinois
-$1.75M -120,560 Closed
PI
216
Putnam Investments
Massachusetts
-$1.6M -112,952 Closed
HIP
217
Hatteras Investment Partners
North Carolina
-$1.26M -89,385 Closed
BCM
218
BlueCrest Capital Management
Jersey
-$741K -52,409 Closed
BCM
219
Barometer Capital Management
Ontario, Canada
-$609K -43,082 Closed
LCM
220
Laurion Capital Management
New York
-$270K -19,083 Closed
Jane Street
221
Jane Street
New York
-$219K -15,492 Closed
Simplex Trading
222
Simplex Trading
Illinois
-$52.7K -3,640 Closed
NPC
223
National Planning Corporation
California
-$42K -3,181 Closed
Envestnet Asset Management
224
Envestnet Asset Management
Illinois
-$9K -604 Closed
BRWA
225
B. Riley Wealth Advisors
Florida
-$7 -463 Closed

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.