We are live on ! Find out more
XPO icon

XPO
XPO

427 hedge funds and large institutions have $6.35B invested in XPO in 2018 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $237M | Put options by funds: $156M

10% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 162

13% less funds holding

Funds holding: 491 → 427 (-64)

20.49% less ownership

Funds ownership: 275.33% → 254.84% (-20%)

41% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 135

50% less funds holding in top 10

Funds holding in top 10: 38 → 19 (-19)

54% less capital invested

Capital invested by funds: $13.8B → $6.35B (-$7.43B)

Holders
427
Holders Change
-64
Holders Change %
-13.03%
% of All Funds
9.51%
Holding in Top 10
19
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
79
Increased
145
Reduced
162
Closed
135
Calls
$237M
Puts
$156M
Net Calls
+$81.3M
Net Calls Change
+$57.8M

Top Buyers

1
SHIM
Spruce House Investment Management
New York
+$401M
2
OAG
Orbis Allan Gray
Bermuda
+$215M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$64.1M
4
EIP
Epoch Investment Partners
New York
+$59.9M
5
Goldman Sachs
Goldman Sachs
New York
+$50.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$292M
2
AL
Appaloosa LP
New Jersey
-$154M
3
Wells Fargo
Wells Fargo
California
-$138M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$127M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$1.16B +$215M +7,757,347 +15%
SHIM
2
Spruce House Investment Management
New York
$727M +$401M +14,456,970 +65%
Vanguard Group
3
Vanguard Group
Pennsylvania
$643M +$22M +793,844 +2%
BlackRock
4
BlackRock
New York
$358M -$9.94M -358,837 -2%
Goldman Sachs
5
Goldman Sachs
New York
$152M +$50.8M +1,834,876 +31%
State Street
6
State Street
Massachusetts
$139M +$9.59M +346,230 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$130M +$4.47M +161,490 +3%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$102M -$29.2M -1,054,391 -17%
EIP
9
Epoch Investment Partners
New York
$89.7M +$59.9M +2,162,549 +91%
SIG
10
Senator Investment Group
New York
$85.6M -$12M -433,709 -9%
Federated Hermes
11
Federated Hermes
Pennsylvania
$85.4M +$712K +25,708 +0.6%
ClearBridge Investments
12
ClearBridge Investments
New York
$83.8M +$5.55M +200,423 +5%
Morgan Stanley
13
Morgan Stanley
New York
$68.6M -$28.4M -1,023,299 -23%
American Century Companies
14
American Century Companies
Missouri
$68M -$77.7M -2,805,086 -45%
Millennium Management
15
Millennium Management
New York
$66.8M +$24.9M +898,321 +36%
Norges Bank
16
Norges Bank
Norway
$63M -$11.5M -414,629 -11%
ZCI
17
Zevenbergen Capital Investments
Washington
$61.8M -$13.6M -490,351 -14%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$60M +$2.12M +76,567 +3%
Citadel Advisors
19
Citadel Advisors
Florida
$59.5M -$33M -1,189,922 -28%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$58.9M -$292M -10,534,560 -78%
MVIP
21
Mar Vista Investment Partners
California
$55.6M -$50.2M -1,811,189 -39%
AllianceBernstein
22
AllianceBernstein
Tennessee
$54.8M +$11.7M +423,641 +18%
Wells Fargo
23
Wells Fargo
California
$54.2M -$138M -4,967,695 -64%
DLA
24
Douglas Lane & Associates
New York
$52.6M +$6.66M +240,304 +10%
Victory Capital Management
25
Victory Capital Management
Texas
$50M -$51M -1,839,016 -42%
1
2 3 4 5

XPO Hedge Fund Activity: Q4 2018 in Review

427 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2018, worth a combined $6.35B — down 54% from $13.8B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of XPO and 79 opened new positions — a net loss of 56 holders — while 162 trimmed existing stakes and 145 added.

The largest buyer was Spruce House Investment Management, adding an estimated $401M. The largest seller was Fidelity Investments, cutting an estimated $292M.

  • 427 institutional investors held XPO (XPO) as of Q4 2018, down from 491 in Q3 2018.
  • Funds reported $6.35B of XPO stock for Q4 2018, down 54% quarter-over-quarter.
  • 79 funds opened new XPO positions in Q4 2018 and 135 closed out, a net change of -56 holders.
  • The largest XPO buyer in Q4 2018 was Spruce House Investment Management, an estimated $401M added.
  • The largest XPO seller in Q4 2018 was Fidelity Investments, an estimated $292M sold.

Based on aggregated 13F filings for Q4 2018.