XPO
174 hedge funds and large institutions have $2.16B invested in XPO in 2014 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 18 closing their positions.
136% more call options, than puts
Call options by funds: $28.7M | Put options by funds: $12.1M
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
44% more capital invested
Capital invested by funds: $1.49B → $2.16B (+$663M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
21.07% more ownership
Funds ownership: 287.27% → 308.33% (+21%)
9% more funds holding
Funds holding: 160 → 174 (+14)
14% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$169M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$64.5M |
| 3 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$48.3M |
| 4 |
Morgan Stanley
New York
|
+$36.2M |
| 5 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$92.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$35.9M |
| 3 |
Lazard Asset Management
New York
|
-$32.8M |
| 4 |
HHC
Hutchin Hill Capital
New York
|
-$31.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.4M |
XPO Hedge Fund Activity: Q3 2014 in Review
174 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q3 2014, worth a combined $2.16B — up 44% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new XPO positions and 18 closed out — a net gain of 14 holders — while 59 added to existing stakes and 69 trimmed.
The largest buyer was Public Sector Pension Investment Board (PSP Investments), opening a new position worth an estimated $169M. The largest seller was Bares Capital Management, exiting entirely with an estimated $92.2M sold.
- 174 institutional investors held XPO (XPO) as of Q3 2014, up from 160 in Q2 2014.
- Funds reported $2.16B of XPO stock for Q3 2014, up 44% quarter-over-quarter.
- 32 funds opened new XPO positions in Q3 2014 and 18 closed out, a net change of +14 holders.
- The largest XPO buyer in Q3 2014 was Public Sector Pension Investment Board (PSP Investments), an estimated $169M added.
- The largest XPO seller in Q3 2014 was Bares Capital Management, an estimated $92.2M sold.
Based on aggregated 13F filings for Q3 2014.