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95 hedge funds and large institutions have $537M invested in XPO in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

141% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 17

107% more capital invested

Capital invested by funds: $260M → $537M (+$278M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more funds holding

Funds holding: 7495 (+21)

26.46% more ownership

Funds ownership: 228.77%255.23% (+26%)

7% less call options, than puts

Call options by funds: $2.56M | Put options by funds: $2.75M

Holders
95
Holders Change
+21
Holders Change %
+28.38%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
41
Reduced
17
Closed
7
Calls
$2.56M
Puts
$2.75M
Net Calls
-$195K
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bares Capital Management
Texas
$65.3M +$25.9M +3,361,546 +63%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$46.9M +$48.3M +6,262,470 New
OH
3
Orbis Holdings
Bermuda
$45M +$46.3M +6,000,961 New
Morgan Stanley
4
Morgan Stanley
New York
$40M -$1.11M -143,951 -3%
AIM
5
Assured Investment Management
New York
$21.9M +$22.5M +2,919,825 New
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$21.9M +$22.5M +2,918,562 New
Westfield Capital Management
7
Westfield Capital Management
Massachusetts
$20.6M -$1.23M -158,940 -5%
BFA
8
BlackRock Fund Advisors
California
$18.1M +$8.29M +1,073,921 +80%
AVC
9
Arlington Value Capital
Utah
$18.1M +$429K +55,642 +2%
PM
10
Pembroke Management
Quebec, Canada
$15.2M +$15.6M +2,025,132 New
Vanguard Group
11
Vanguard Group
Pennsylvania
$15.1M +$5.31M +688,550 +52%
RA
12
Royce & Associates
New York
$14.1M -$73.6K -9,542 -0.5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$12.5M -$881K -114,207 -6%
PCM
14
Palisade Capital Management
New Jersey
$12.3M +$4.44M +574,867 +54%
CCM
15
Crestwood Capital Management
New York
$11.3M +$11.7M +1,510,753 New
TM
16
Tiger Management
New York
$10.6M -$8.78M -1,137,763 -45%
PRCM
17
Pine River Capital Management
Minnesota
$10.3M +$10.6M +1,370,460 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$9.93M +$112K +14,509 +1%
State Street
19
State Street
Massachusetts
$9.77M +$3.84M +497,802 +62%
CM
20
Castleark Management
Illinois
$9.34M +$5.53M +716,560 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$8.95M -$10.5M -1,354,349 -53%
Northern Trust
22
Northern Trust
Illinois
$8.49M +$3.32M +430,641 +61%
BIT
23
BlackRock Institutional Trust
California
$8.04M +$2.97M +384,504 +56%
SCA
24
SAC Capital Advisors
Connecticut
$4.79M +$4.94M +639,822 New
MAI
25
Marble Arch Investments
New York
$4.66M -$12.6M -1,627,855 -72%