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136 hedge funds and large institutions have $1.41B invested in XPO in 2014 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

170% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 23

94% more capital invested

Capital invested by funds: $730M → $1.41B (+$684M)

31% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $9.39M

28% more funds holding

Funds holding: 106136 (+30)

21.68% more ownership

Funds ownership: 263.41%285.09% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
136
Holders Change
+30
Holders Change %
+28.3%
% of All Funds
3.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
44
Increased
62
Reduced
23
Closed
14
Calls
$12.3M
Puts
$9.39M
Net Calls
+$2.95M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
OH
1
Orbis Holdings
Bermuda
$105M +$42.7M +4,284,305 +71%
BCM
2
Bares Capital Management
Texas
$105M +$263K +26,346 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$102M +$88.9M +8,913,783 +810%
Vanguard Group
4
Vanguard Group
Pennsylvania
$62.8M +$39.2M +3,927,291 +174%
CC
5
Cannell & Co
New York
$62.3M +$49.5M +4,965,275 +428%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$56M -$7.38M -739,618 -12%
Morgan Stanley
7
Morgan Stanley
New York
$55.6M +$1.14M +114,747 +2%
CCI
8
Columbus Circle Investors
$52.5M +$51.5M +5,158,845 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$40M +$36.1M +3,618,779 +1,149%
BFA
10
BlackRock Fund Advisors
California
$39.4M +$15.2M +1,526,670 +65%
Lazard Asset Management
11
Lazard Asset Management
New York
$37.9M +$18.7M +1,879,183 +102%
Citadel Advisors
12
Citadel Advisors
Florida
$35.6M +$34.9M +3,500,160 New
PCM
13
Palisade Capital Management
New Jersey
$34.3M +$10.8M +1,080,109 +47%
ClearBridge Investments
14
ClearBridge Investments
New York
$30.5M +$29.9M +2,993,700 New
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$29.6M +$26.3K +2,632 +0.1%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$27.7M -$5.51M -552,054 -17%
BIT
17
BlackRock Institutional Trust
California
$26.6M +$15.6M +1,559,745 +148%
JP Morgan Chase
18
JP Morgan Chase
New York
$26.4M +$25.9M +2,591,074 New
State Street
19
State Street
Massachusetts
$26.2M +$10.6M +1,063,941 +71%
HHC
20
Hutchin Hill Capital
New York
$25.8M +$25.3M +2,537,198 New
RA
21
Royce & Associates
New York
$24.4M +$1.46M +146,594 +7%
PM
22
Pembroke Management
Quebec, Canada
$24.1M -$7.16M -717,644 -23%
TI
23
Tyrian Investments
New York
$22.1M -$5.23M -524,441 -19%
Allianz Asset Management
24
Allianz Asset Management
Germany
$19M +$6.98M +699,928 +59%
CCM
25
Crestwood Capital Management
New York
$18.2M +$4.37M +438,182 +33%