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258 hedge funds and large institutions have $5B invested in XPO in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

47% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 32

27% more call options, than puts

Call options by funds: $96.6M | Put options by funds: $75.9M

16% more capital invested

Capital invested by funds: $4.33B → $5B (+$674M)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

10.13% more ownership

Funds ownership: 261.11%271.24% (+10%)

3% more funds holding

Funds holding: 250258 (+8)

Holders
258
Holders Change
+8
Holders Change %
+3.2%
% of All Funds
6.42%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.42%
New
47
Increased
95
Reduced
85
Closed
32
Calls
$96.6M
Puts
$75.9M
Net Calls
+$20.6M
Net Calls Change
-$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$983M +$3.88M +237,525 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$404M +$28.7M +1,754,532 +8%
SHIM
3
Spruce House Investment Management
New York
$371M
BlackRock
4
BlackRock
New York
$288M +$283M +17,324,672 +24,470%
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$152M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$137M -$5.75M -352,406 -4%
Goldman Sachs
7
Goldman Sachs
New York
$134M +$4.6M +281,816 +4%
Public Sector Pension Investment Board (PSP Investments)
8
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$112M -$24.7M -1,512,717 -18%
ZCI
9
Zevenbergen Capital Investments
Washington
$106M -$32.2M -1,969,068 -24%
O
10
OppenheimerFunds
New York
$101M -$31.4M -1,920,120 -24%
NTCM
11
Nine Ten Capital Management
Illinois
$97.7M -$19.9M -1,215,889 -17%
State Street
12
State Street
Massachusetts
$94M +$189K +11,600 +0.2%
Millennium Management
13
Millennium Management
New York
$85.7M +$42.7M +2,614,173 +102%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$80M +$15.1M +922,516 +24%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$73.8M -$81.5M -4,993,550 -53%
ClearBridge Investments
16
ClearBridge Investments
New York
$68.6M +$18.8M +1,151,775 +39%
OC
17
Oakmont Corp
California
$62.3M
ACG
18
Anchorage Capital Group
New York
$59.9M +$59M +3,614,243 New
DLA
19
Douglas Lane & Associates
New York
$59.5M -$918K -56,206 -2%
Northern Trust
20
Northern Trust
Illinois
$55.3M +$589K +36,044 +1%
EAM
21
Eventide Asset Management
Massachusetts
$54.1M
Victory Capital Management
22
Victory Capital Management
Texas
$53.5M -$1.57M -95,893 -3%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$48.3M +$11.4M +696,158 +31%
WRF
24
Waddell & Reed Financial
Kansas
$46.3M +$17.5M +1,070,336 +62%
Citadel Advisors
25
Citadel Advisors
Florida
$43.1M +$9.72M +595,272 +30%