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250 hedge funds and large institutions have $4.33B invested in XPO in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 12

101% more call options, than puts

Call options by funds: $130M | Put options by funds: $64.5M

17% more funds holding

Funds holding: 213250 (+37)

16% more capital invested

Capital invested by funds: $3.72B → $4.33B (+$611M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 86

5.89% less ownership

Funds ownership: 267%261.11% (-5.9%)

Holders
250
Holders Change
+37
Holders Change %
+17.37%
% of All Funds
6.25%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.28%
New
52
Increased
84
Reduced
86
Closed
12
Calls
$130M
Puts
$64.5M
Net Calls
+$65.1M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$883M -$23.4M -1,678,422 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$338M +$36.4M +2,615,081 +13%
SHIM
3
Spruce House Investment Management
New York
$334M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$141M -$39.2M -2,813,448 -23%
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$137M -$134M -9,636,886 -51%
BFA
6
BlackRock Fund Advisors
California
$134M +$22.9M +1,642,005 +22%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$129M +$9.75M +700,027 +9%
ZCI
8
Zevenbergen Capital Investments
Washington
$125M -$39.9M -2,866,572 -26%
Public Sector Pension Investment Board (PSP Investments)
9
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$124M -$101M -7,233,750 -47%
O
10
OppenheimerFunds
New York
$120M +$60.3M +4,327,448 +117%
Goldman Sachs
11
Goldman Sachs
New York
$117M +$14.8M +1,060,034 +16%
NTCM
12
Nine Ten Capital Management
Illinois
$106M
BIT
13
BlackRock Institutional Trust
California
$96.8M +$392K +28,142 +0.4%
State Street
14
State Street
Massachusetts
$84.5M +$2.58M +185,168 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$58.3M +$54.4M +3,906,820 New
OC
16
Oakmont Corp
California
$56.1M -$13M -935,971 -20%
DLA
17
Douglas Lane & Associates
New York
$54.5M -$1.06M -76,040 -2%
Victory Capital Management
18
Victory Capital Management
Texas
$49.6M +$3.37M +241,776 +8%
Northern Trust
19
Northern Trust
Illinois
$49.3M +$1.68M +120,473 +4%
EAM
20
Eventide Asset Management
Massachusetts
$48.8M -$11.7M -838,504 -20%
ClearBridge Investments
21
ClearBridge Investments
New York
$44.6M -$3.85M -276,194 -8%
Millennium Management
22
Millennium Management
New York
$38.2M +$9.57M +686,946 +37%
Deutsche Bank
23
Deutsche Bank
Germany
$36.2M +$30.7M +2,202,534 +995%
Ameriprise
24
Ameriprise
Minnesota
$35M +$10M +717,970 +44%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$33.1M +$21.3M +1,527,763 +221%

XPO Hedge Fund Activity: Q4 2016 in Review

250 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2016, worth a combined $4.33B — up 16% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new XPO positions and 12 closed out — a net gain of 40 holders — while 84 added to existing stakes and 86 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $60.3M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $134M.

  • 250 institutional investors held XPO (XPO) as of Q4 2016, up from 213 in Q3 2016.
  • Funds reported $4.33B of XPO stock for Q4 2016, up 16% quarter-over-quarter.
  • 52 funds opened new XPO positions in Q4 2016 and 12 closed out, a net change of +40 holders.
  • The largest XPO buyer in Q4 2016 was OppenheimerFunds, an estimated $60.3M added.
  • The largest XPO seller in Q4 2016 was Ontario Teachers' Pension Plan Board, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2016.