XPO
160 hedge funds and large institutions have $1.49B invested in XPO in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 28 reducing their positions, and 20 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 28
125% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 20
55% more call options, than puts
Call options by funds: $13.1M | Put options by funds: $8.4M
18% more funds holding
Funds holding: 136 → 160 (+24)
6% more capital invested
Capital invested by funds: $1.41B → $1.49B (+$80.4M)
2.18% more ownership
Funds ownership: 285.09% → 287.27% (+2.2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
+$32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$28.1M |
| 3 |
SFM
Soros Fund Management
New York
|
+$23.3M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$20.5M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$45.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.2M |
| 3 |
TI
Tyrian Investments
New York
|
-$22.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14.1M |
| 5 |
Morgan Stanley
New York
|
-$13.7M |
XPO Hedge Fund Activity: Q2 2014 in Review
160 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2014, worth a combined $1.49B — up 5.7% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new XPO positions and 20 closed out — a net gain of 25 holders — while 77 added to existing stakes and 28 trimmed.
The largest buyer was Zevenbergen Capital Investments, opening a new position worth an estimated $32M. The largest seller was T. Rowe Price Associates, cutting an estimated $45.9M.
- 160 institutional investors held XPO (XPO) as of Q2 2014, up from 136 in Q1 2014.
- Funds reported $1.49B of XPO stock for Q2 2014, up 5.7% quarter-over-quarter.
- 45 funds opened new XPO positions in Q2 2014 and 20 closed out, a net change of +25 holders.
- The largest XPO buyer in Q2 2014 was Zevenbergen Capital Investments, an estimated $32M added.
- The largest XPO seller in Q2 2014 was T. Rowe Price Associates, an estimated $45.9M sold.
Based on aggregated 13F filings for Q2 2014.