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491 hedge funds and large institutions have $13.8B invested in XPO in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 173 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $11.8B → $13.8B (+$1.94B)

15% more call options, than puts

Call options by funds: $177M | Put options by funds: $153M

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

1% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 174

1% less funds holding

Funds holding: 495491 (-4)

10.06% less ownership

Funds ownership: 285.39%275.33% (-10%)

Holders
491
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
11.23%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.87%
New
51
Increased
173
Reduced
174
Closed
51
Calls
$177M
Puts
$153M
Net Calls
+$23.5M
Net Calls Change
-$86.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$2.02B -$82.1M -2,256,300 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.26B +$75.9M +2,086,739 +7%
SHIM
3
Spruce House Investment Management
New York
$885M
BlackRock
4
BlackRock
New York
$731M +$60M +1,649,040 +10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$534M -$38.5M -1,058,560 -7%
Wells Fargo
6
Wells Fargo
California
$305M +$53.5M +1,470,213 +24%
State Street
7
State Street
Massachusetts
$264M +$21.5M +590,686 +10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$254M -$6.94M -190,696 -3%
American Century Companies
9
American Century Companies
Missouri
$247M +$14M +384,720 +7%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$246M +$9.46M +260,200 +4%
Goldman Sachs
11
Goldman Sachs
New York
$233M +$4.62M +127,143 +2%
SIG
12
Senator Investment Group
New York
$188M +$61.4M +1,688,655 +55%
MVIP
13
Mar Vista Investment Partners
California
$183M +$32M +880,377 +23%
Morgan Stanley
14
Morgan Stanley
New York
$178M +$54.6M +1,502,232 +50%
Victory Capital Management
15
Victory Capital Management
Texas
$173M -$36.2M -994,822 -19%
Federated Hermes
16
Federated Hermes
Pennsylvania
$170M +$32.1M +882,719 +26%
Citadel Advisors
17
Citadel Advisors
Florida
$166M +$150M +4,134,173 +5,717%
ClearBridge Investments
18
ClearBridge Investments
New York
$160M +$5.73M +157,598 +4%
AL
19
Appaloosa LP
New Jersey
$154M -$31M -853,473 -18%
ZCI
20
Zevenbergen Capital Investments
Washington
$143M -$7.84M -215,484 -6%
Norges Bank
21
Norges Bank
Norway
$143M +$14.8M +407,415 +13%
JP Morgan Chase
22
JP Morgan Chase
New York
$136M +$37.2M +1,024,069 +42%
FAM
23
Fred Alger Management
New York
$130M +$8.09M +222,493 +7%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$127M -$23.3M -640,976 -17%
OTPPB
25
Ontario Teachers' Pension Plan Board
Ontario, Canada
$120M -$7.89M -216,855 -7%

XPO Hedge Fund Activity: Q3 2018 in Review

491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q3 2018, worth a combined $13.8B — up 16% from $11.8B a quarter earlier.

Fund positioning in XPO was balanced in Q3 2018: 51 funds opened new positions, 51 closed out, 173 added to existing stakes and 174 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $150M. The largest seller was Orbis Allan Gray, cutting an estimated $82.1M.

  • 491 institutional investors held XPO (XPO) as of Q3 2018, down from 495 in Q2 2018.
  • Funds reported $13.8B of XPO stock for Q3 2018, up 16% quarter-over-quarter.
  • 51 funds opened new XPO positions in Q3 2018 and 51 closed out, a net change of 0 holders.
  • The largest XPO buyer in Q3 2018 was Citadel Advisors, an estimated $150M added.
  • The largest XPO seller in Q3 2018 was Orbis Allan Gray, an estimated $82.1M sold.

Based on aggregated 13F filings for Q3 2018.