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XPO

209 hedge funds and large institutions have $3.4B invested in XPO in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $2.96B → $3.4B (+$441M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

8% more funds holding

Funds holding: 193 → 209 (+16)

1% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $17.4M

48.02% less ownership

Funds ownership: 322.35% → 274.33% (-48%)

Holders
209
Holders Change
+16
Holders Change %
+8.29%
% of All Funds
5.57%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
33
Increased
84
Reduced
67
Closed
16
Calls
$17.6M
Puts
$17.4M
Net Calls
+$215K
Net Calls Change
-$5.67M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$36.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$32.3M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$27.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$21M
5
EAM
Eventide Asset Management
Massachusetts
+$19.4M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$25.1M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$18.4M
3
Morgan Stanley
Morgan Stanley
New York
-$12.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9.93M
5
CC
Cannell & Co
New York
-$9.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
1
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$506M – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$226M +$4.02M +277,675 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$203M +$32.3M +2,231,624 +21%
OH
4
Orbis Holdings
Bermuda
$162M -$1.29M -88,893 -0.9%
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$148M – – –
CC
6
Cannell & Co
New York
$112M -$9.69M -668,953 -9%
SHIM
7
Spruce House Investment Management
New York
$111M – – –
Morgan Stanley
8
Morgan Stanley
New York
$107M -$12.8M -882,531 -12%
ZCI
9
Zevenbergen Capital Investments
Washington
$106M +$6.49M +447,631 +7%
CCI
10
Columbus Circle Investors
$75.1M -$6.3M -434,567 -8%
NTCM
11
Nine Ten Capital Management
Illinois
$74.9M +$69M +4,760,550 New
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$70.7M +$27.3M +1,882,488 +72%
BIT
13
BlackRock Institutional Trust
California
$70.5M +$6.82M +470,774 +12%
BFA
14
BlackRock Fund Advisors
California
$60M +$416K +28,717 +0.8%
ClearBridge Investments
15
ClearBridge Investments
New York
$58.6M +$317K +21,865 +0.6%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$57.4M +$21M +1,448,195 +66%
State Street
17
State Street
Massachusetts
$55.1M -$420K -28,992 -0.8%
PM
18
Pembroke Management
Quebec, Canada
$51.8M -$3.87M -267,165 -8%
Millennium Management
19
Millennium Management
New York
$44.8M +$3.86M +266,739 +10%
Allianz Asset Management
20
Allianz Asset Management
Germany
$41.7M +$500K +34,492 +1%
Viking Global Investors
21
Viking Global Investors
Connecticut
$39.7M +$36.5M +2,522,256 New
RA
22
Royce & Associates
New York
$39.6M -$3.05M -210,494 -8%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$37.3M +$10.2M +706,293 +42%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$34.1M +$1.28M +88,188 +4%
DCLA
25
Douglas C. Lane & Associates
New York
$33.1M +$521K +35,940 +2%
1
2 3 4 5

XPO Hedge Fund Activity: Q1 2015 in Review

209 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2015, worth a combined $3.4B — up 15% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new XPO positions and 16 closed out — a net gain of 17 holders — while 84 added to existing stakes and 67 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $36.5M. The largest seller was Point72 Asset Management, cutting an estimated $25.1M.

  • 209 institutional investors held XPO (XPO) as of Q1 2015, up from 193 in Q4 2014.
  • Funds reported $3.4B of XPO stock for Q1 2015, up 15% quarter-over-quarter.
  • 33 funds opened new XPO positions in Q1 2015 and 16 closed out, a net change of +17 holders.
  • The largest XPO buyer in Q1 2015 was Viking Global Investors, an estimated $36.5M added.
  • The largest XPO seller in Q1 2015 was Point72 Asset Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2015.