XPO
95 hedge funds and large institutions have $538M 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.
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 → $538M (+$278M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more funds holding
Funds holding: 74 → 95 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$48.3M |
| 2 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
+$46.3M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
+$25.9M |
| 4 |
AIM
Assured Investment Management
New York
|
+$22.5M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAI
Marble Arch Investments
New York
|
-$12.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.5M |
| 3 |
TM
Tiger Management
New York
|
-$8.78M |
| 4 |
BCMNY
Buckingham Capital Management (New York)
New York
|
-$3.33M |
| 5 |
SCM
Suffolk Capital Management
New York
|
-$2.9M |
XPO Hedge Fund Activity: Q3 2013 in Review
95 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q3 2013, worth a combined $538M — up 107% from $260M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new XPO positions and 7 closed out — a net gain of 21 holders — while 41 added to existing stakes and 17 trimmed.
The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $48.3M. The largest seller was Marble Arch Investments, cutting an estimated $12.6M.
- 95 institutional investors held XPO (XPO) as of Q3 2013, up from 74 in Q2 2013.
- Funds reported $538M of XPO stock for Q3 2013, up 107% quarter-over-quarter.
- 28 funds opened new XPO positions in Q3 2013 and 7 closed out, a net change of +21 holders.
- The largest XPO buyer in Q3 2013 was T. Rowe Price Associates, an estimated $48.3M added.
- The largest XPO seller in Q3 2013 was Marble Arch Investments, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2013.