We are live on ! Find out more
XPO icon

XPO
XPO

236 hedge funds and large institutions have $3.93B invested in XPO in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

72% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 60

15% more capital invested

Capital invested by funds: $3.4B → $3.93B (+$523M)

13% more funds holding

Funds holding: 209 → 236 (+27)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

8.35% less ownership

Funds ownership: 274.33% → 265.97% (-8.4%)

46% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $28.3M

Holders
236
Holders Change
+27
Holders Change %
+12.92%
% of All Funds
6.36%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
45
Increased
103
Reduced
60
Closed
17
Calls
$15.4M
Puts
$28.3M
Net Calls
-$12.9M
Net Calls Change
-$13.1M

Top Buyers

1
HMC
Harvard Management Company
Massachusetts
+$117M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$115M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$82.6M
4
DCP
Darsana Capital Partners
New York
+$57.7M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$57.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.6M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$39.7M
3
CCI
Columbus Circle Investors
-$37.5M
4
RA
Royce & Associates
New York
-$24.2M
5
NTCM
Nine Ten Capital Management
Illinois
-$20.9M
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
$560M +$57.7M +3,556,735 +11%
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$259M +$115M +7,113,471 +75%
Vanguard Group
3
Vanguard Group
Pennsylvania
$210M +$9.04M +557,695 +4%
OH
4
Orbis Holdings
Bermuda
$161M – – –
Morgan Stanley
5
Morgan Stanley
New York
$159M +$55.3M +3,408,230 +50%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$151M -$76.6M -4,720,201 -33%
HMC
7
Harvard Management Company
Massachusetts
$113M +$117M +7,217,850 New
CC
8
Cannell & Co
New York
$112M +$1.32M +81,437 +1%
ZCI
9
Zevenbergen Capital Investments
Washington
$111M +$5.47M +337,426 +5%
SHIM
10
Spruce House Investment Management
New York
$110M – – –
Hudson Bay Capital Management
11
Hudson Bay Capital Management
Connecticut
$90.8M +$82.6M +5,092,977 +708%
BFA
12
BlackRock Fund Advisors
California
$77.6M +$18.6M +1,148,147 +30%
BIT
13
BlackRock Institutional Trust
California
$74.4M +$4.49M +276,900 +6%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$68.5M +$262K +16,145 +0.4%
Millennium Management
15
Millennium Management
New York
$67.7M +$24.1M +1,487,056 +52%
Citadel Advisors
16
Citadel Advisors
Florida
$62.3M +$50.4M +3,105,537 +353%
State Street
17
State Street
Massachusetts
$56.4M +$1.78M +109,584 +3%
DCP
18
Darsana Capital Partners
New York
$55.6M +$57.7M +3,556,736 New
NTCM
19
Nine Ten Capital Management
Illinois
$54.2M -$20.9M -1,288,827 -27%
ClearBridge Investments
20
ClearBridge Investments
New York
$53.6M -$4.77M -294,388 -8%
PM
21
Pembroke Management
Quebec, Canada
$49.8M -$1.73M -106,692 -3%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$47.7M -$9.68M -596,850 -16%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$42.6M +$5.76M +355,456 +15%
O
24
OppenheimerFunds
New York
$39.1M +$25.6M +1,578,514 +171%
CCI
25
Columbus Circle Investors
$38.5M -$37.5M -2,315,293 -48%
1
2 3 4 5

XPO Hedge Fund Activity: Q2 2015 in Review

236 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2015, worth a combined $3.93B — up 15% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XPO positions and 17 closed out — a net gain of 28 holders — while 103 added to existing stakes and 60 trimmed.

The largest buyer was Harvard Management Company, opening a new position worth an estimated $117M. The largest seller was Fidelity Investments, cutting an estimated $76.6M.

  • 236 institutional investors held XPO (XPO) as of Q2 2015, up from 209 in Q1 2015.
  • Funds reported $3.93B of XPO stock for Q2 2015, up 15% quarter-over-quarter.
  • 45 funds opened new XPO positions in Q2 2015 and 17 closed out, a net change of +28 holders.
  • The largest XPO buyer in Q2 2015 was Harvard Management Company, an estimated $117M added.
  • The largest XPO seller in Q2 2015 was Fidelity Investments, an estimated $76.6M sold.

Based on aggregated 13F filings for Q2 2015.