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454 hedge funds and large institutions have $12.5B invested in XPO in 2018 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 130 increasing their positions, 168 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 38

82% more call options, than puts

Call options by funds: $169M | Put options by funds: $92.5M

12% more funds holding

Funds holding: 405454 (+49)

7% more capital invested

Capital invested by funds: $11.6B → $12.5B (+$864M)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

9.91% less ownership

Funds ownership: 305.53%295.62% (-9.9%)

23% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 168

Holders
454
Holders Change
+49
Holders Change %
+12.1%
% of All Funds
10.41%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
91
Increased
130
Reduced
168
Closed
38
Calls
$169M
Puts
$92.5M
Net Calls
+$76.1M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$1.9B -$87.8M -2,632,895 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.06B -$31.5M -943,031 -3%
SHIM
3
Spruce House Investment Management
New York
$789M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$541M -$52.7M -1,581,133 -9%
BlackRock
5
BlackRock
New York
$516M +$46.3M +1,387,653 +10%
Goldman Sachs
6
Goldman Sachs
New York
$327M -$58.7M -1,760,400 -16%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$301M -$3.99M -119,719 -1%
AL
8
Appaloosa LP
New Jersey
$217M -$6.82M -204,479 -3%
American Century Companies
9
American Century Companies
Missouri
$207M -$47.5M -1,424,911 -19%
Wells Fargo
10
Wells Fargo
California
$190M +$15.7M +469,675 +10%
O
11
OppenheimerFunds
New York
$186M +$3.64M +109,069 +2%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$181M -$36.8M -1,102,544 -18%
Victory Capital Management
13
Victory Capital Management
Texas
$180M -$73.6M -2,206,634 -30%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$174M +$53.2M +1,594,777 +48%
State Street
15
State Street
Massachusetts
$166M +$4.57M +137,005 +3%
ZCI
16
Zevenbergen Capital Investments
Washington
$160M -$11.2M -337,180 -7%
ACG
17
Anchorage Capital Group
New York
$155M -$34.1M -1,021,862 -19%
OTPPB
18
Ontario Teachers' Pension Plan Board
Ontario, Canada
$147M -$108M -3,235,172 -44%
SIG
19
Senator Investment Group
New York
$143M +$38.6M +1,156,558 +40%
AC
20
Ashler Capital
Illinois
$140M +$133M +3,981,574 New
MVIP
21
Mar Vista Investment Partners
California
$135M +$22M +659,018 +21%
ClearBridge Investments
22
ClearBridge Investments
New York
$134M +$3.76M +112,822 +3%
Millennium Management
23
Millennium Management
New York
$124M -$33.2M -996,357 -22%
Federated Hermes
24
Federated Hermes
Pennsylvania
$119M -$12.8M -383,488 -10%
Norges Bank
25
Norges Bank
Norway
$114M +$26M +778,104 +32%

XPO Hedge Fund Activity: Q1 2018 in Review

454 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q1 2018, worth a combined $12.5B — up 7.4% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new XPO positions and 38 closed out — a net gain of 53 holders — while 130 added to existing stakes and 168 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $74.2M. The largest seller was Citadel Advisors, cutting an estimated $161M.

  • 454 institutional investors held XPO (XPO) as of Q1 2018, up from 405 in Q4 2017.
  • Funds reported $12.5B of XPO stock for Q1 2018, up 7.4% quarter-over-quarter.
  • 91 funds opened new XPO positions in Q1 2018 and 38 closed out, a net change of +53 holders.
  • The largest XPO buyer in Q1 2018 was AllianceBernstein, an estimated $74.2M added.
  • The largest XPO seller in Q1 2018 was Citadel Advisors, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2018.