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371 hedge funds and large institutions have $5.64B invested in XPO in 2019 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 95 increasing their positions, 168 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

36.29% more ownership

Funds ownership: 270.81%307.1% (+36%)

3% more capital invested

Capital invested by funds: $5.5B → $5.64B (+$147M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less funds holding

Funds holding: 388371 (-17)

14% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 72

25% less call options, than puts

Call options by funds: $79.8M | Put options by funds: $106M

43% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 168

Holders
371
Holders Change
-17
Holders Change %
-4.38%
% of All Funds
8.06%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
62
Increased
95
Reduced
168
Closed
72
Calls
$79.8M
Puts
$106M
Net Calls
-$26.2M
Net Calls Change
-$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$1.24B -$93.3K -4,583 -0%
SHIM
2
Spruce House Investment Management
New York
$737M
BlackRock
3
BlackRock
New York
$551M -$92M -4,516,415 -14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$491M -$93.8M -4,603,501 -16%
State Street
5
State Street
Massachusetts
$197M -$27.6M -1,356,113 -12%
LAM
6
Lyrical Asset Management
New York
$177M +$180M +8,849,036 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$151M +$10.6M +518,378 +7%
EIP
8
Epoch Investment Partners
New York
$149M -$1.78M -87,462 -1%
BG
9
Baupost Group
Massachusetts
$86.7M +$88.3M +4,337,091 New
ClearBridge Investments
10
ClearBridge Investments
New York
$85.7M +$297K +14,601 +0.3%
Goldman Sachs
11
Goldman Sachs
New York
$74.8M -$51.9M -2,547,876 -40%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$60.5M -$1.13M -55,303 -2%
VH
13
ValueAct Holdings
California
$57.8M +$58.9M +2,891,394 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$57.8M -$4.81M -235,981 -8%
DLA
15
Douglas Lane & Associates
New York
$56M +$1.11M +54,514 +2%
Northern Trust
16
Northern Trust
Illinois
$54.5M -$6.78M -332,774 -11%
Norges Bank
17
Norges Bank
Norway
$53.1M -$16.4M -805,589 -23%
MP
18
MFN Partners
Massachusetts
$52.8M +$4.03M +197,872 +8%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$44.2M -$1.34M -65,753 -3%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$39.6M -$100K -4,916 -0.2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$39.2M -$368K -18,068 -0.9%
Legal & General Group
22
Legal & General Group
United Kingdom
$38.3M -$6.28M -308,298 -14%
Wells Fargo
23
Wells Fargo
California
$32.6M -$4.81M -236,256 -13%
Morgan Stanley
24
Morgan Stanley
New York
$32.5M -$803K -39,419 -2%
Millennium Management
25
Millennium Management
New York
$32.2M -$15.3M -749,554 -32%

XPO Hedge Fund Activity: Q2 2019 in Review

371 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2019, worth a combined $5.64B — up 2.7% from $5.5B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XPO and 62 opened new positions — a net loss of 10 holders — while 168 trimmed existing stakes and 95 added.

The largest buyer was Lyrical Asset Management, opening a new position worth an estimated $180M. The largest seller was Vanguard Group, cutting an estimated $93.8M.

  • 371 institutional investors held XPO (XPO) as of Q2 2019, down from 388 in Q1 2019.
  • Funds reported $5.64B of XPO stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 62 funds opened new XPO positions in Q2 2019 and 72 closed out, a net change of -10 holders.
  • The largest XPO buyer in Q2 2019 was Lyrical Asset Management, an estimated $180M added.
  • The largest XPO seller in Q2 2019 was Vanguard Group, an estimated $93.8M sold.

Based on aggregated 13F filings for Q2 2019.