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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.

New
Increased
Maintained
Reduced
Closed

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

52% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $8.4M

18% more funds holding

Funds holding: 136160 (+24)

6% more capital invested

Capital invested by funds: $1.41B → $1.49B (+$78.8M)

2.18% more ownership

Funds ownership: 285.09%287.27% (+2.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
160
Holders Change
+24
Holders Change %
+17.65%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
45
Increased
77
Reduced
28
Closed
20
Calls
$12.8M
Puts
$8.4M
Net Calls
+$4.39M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
OH
1
Orbis Holdings
Bermuda
$101M -$777K -85,007 -0.8%
BCM
2
Bares Capital Management
Texas
$92.2M -$8.84M -968,030 -9%
CC
3
Cannell & Co
New York
$74M +$12.3M +1,350,426 +22%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$68.6M -$28.2M -3,083,576 -31%
Vanguard Group
5
Vanguard Group
Pennsylvania
$66.9M +$5.26M +576,020 +9%
Citadel Advisors
6
Citadel Advisors
Florida
$65.1M +$28.1M +3,073,051 +88%
CCI
7
Columbus Circle Investors
$56.2M +$4.75M +519,980 +10%
Lazard Asset Management
8
Lazard Asset Management
New York
$40.9M +$3.7M +405,449 +11%
BIT
9
BlackRock Institutional Trust
California
$40.4M +$13.4M +1,467,316 +56%
Morgan Stanley
10
Morgan Stanley
New York
$39.2M -$13.7M -1,500,277 -27%
ClearBridge Investments
11
ClearBridge Investments
New York
$36.5M +$6.31M +690,933 +23%
Westfield Capital Management
12
Westfield Capital Management
Massachusetts
$36M +$8.38M +916,855 +34%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$35.9M -$2.82M -308,194 -8%
PM
14
Pembroke Management
Quebec, Canada
$35.6M +$11.1M +1,219,590 +51%
ZCI
15
Zevenbergen Capital Investments
Washington
$34.7M +$32M +3,504,731 New
BFA
16
BlackRock Fund Advisors
California
$33.9M -$4.11M -449,996 -12%
PCM
17
Palisade Capital Management
New Jersey
$32M -$1.28M -139,602 -4%
HHC
18
Hutchin Hill Capital
New York
$31.5M +$5.88M +643,335 +25%
State Street
19
State Street
Massachusetts
$30.8M +$4.94M +541,147 +21%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$30.1M +$1.18M +129,476 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$28.1M +$2.23M +244,172 +9%
RA
22
Royce & Associates
New York
$26.5M +$2.48M +271,649 +11%
SFM
23
Soros Fund Management
New York
$25.3M +$23.3M +2,555,778 New
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$22.2M +$20.5M +2,240,830 New
CCM
25
Crestwood Capital Management
New York
$18.2M +$451K +49,405 +3%