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365 hedge funds and large institutions have $6.71B invested in XPO in 2019 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 106 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $177M | Put options by funds: $86M

19% more capital invested

Capital invested by funds: $5.64B → $6.71B (+$1.07B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% less funds holding

Funds holding: 371365 (-6)

10% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 49

12.88% less ownership

Funds ownership: 307.1%294.22% (-13%)

34% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 160

Holders
365
Holders Change
-6
Holders Change %
-1.62%
% of All Funds
8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
44
Increased
106
Reduced
160
Closed
49
Calls
$177M
Puts
$86M
Net Calls
+$91.3M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$1.49B -$44.4M -1,920,247 -3%
SHIM
2
Spruce House Investment Management
New York
$913M
BlackRock
3
BlackRock
New York
$659M -$22.2M -958,644 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$609M +$851K +36,784 +0.1%
State Street
5
State Street
Massachusetts
$221M -$21.3M -919,680 -9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$198M +$11M +474,747 +6%
LAM
7
Lyrical Asset Management
New York
$196M -$21.1M -913,828 -10%
EIP
8
Epoch Investment Partners
New York
$175M -$8.47M -366,481 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$149M +$138M +5,952,045 +10,095%
ClearBridge Investments
10
ClearBridge Investments
New York
$122M +$15.1M +653,531 +15%
Norges Bank
11
Norges Bank
Norway
$85.6M +$18.5M +799,991 +30%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$69.8M -$1.64M -70,822 -2%
DLA
13
Douglas Lane & Associates
New York
$69.1M -$266K -11,501 -0.4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$68.5M -$5.99M -258,902 -9%
Northern Trust
15
Northern Trust
Illinois
$61.1M -$5.98M -258,832 -9%
Goldman Sachs
16
Goldman Sachs
New York
$60.8M -$29.8M -1,287,052 -34%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$53.4M -$1.22M -52,647 -2%
MP
18
MFN Partners
Massachusetts
$50.1M -$14.3M -618,570 -23%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$48.1M -$892K -38,571 -2%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$47.9M -$619K -26,791 -1%
Legal & General Group
21
Legal & General Group
United Kingdom
$46.6M -$711K -30,758 -2%
Wells Fargo
22
Wells Fargo
California
$39.9M -$468K -20,239 -1%
RHJA
23
Rice Hall James & Associates
California
$37.3M -$577K -24,941 -2%
Morgan Stanley
24
Morgan Stanley
New York
$37.3M -$2.77M -119,845 -7%
Charles Schwab
25
Charles Schwab
California
$33.6M +$1.79M +77,420 +6%

XPO Hedge Fund Activity: Q3 2019 in Review

365 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q3 2019, worth a combined $6.71B — up 19% from $5.64B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of XPO and 44 opened new positions — a net loss of 5 holders — while 160 trimmed existing stakes and 106 added.

The largest buyer was Fidelity Investments, adding an estimated $138M. The largest seller was Baupost Group, exiting entirely with an estimated $86.7M sold.

  • 365 institutional investors held XPO (XPO) as of Q3 2019, down from 371 in Q2 2019.
  • Funds reported $6.71B of XPO stock for Q3 2019, up 19% quarter-over-quarter.
  • 44 funds opened new XPO positions in Q3 2019 and 49 closed out, a net change of -5 holders.
  • The largest XPO buyer in Q3 2019 was Fidelity Investments, an estimated $138M added.
  • The largest XPO seller in Q3 2019 was Baupost Group, an estimated $86.7M sold.

Based on aggregated 13F filings for Q3 2019.