XPO
397 hedge funds and large institutions have $7.26B invested in XPO in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 110 increasing their positions, 157 reducing their positions, and 29 closing their positions.
148% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 29
26% more call options, than puts
Call options by funds: $103M | Put options by funds: $81.5M
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
8% more funds holding
Funds holding: 366 → 397 (+31)
8% more capital invested
Capital invested by funds: $6.71B → $7.26B (+$549M)
8.89% less ownership
Funds ownership: 294.22% → 285.33% (-8.9%)
30% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$77.5M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$18.9M |
| 3 |
Barclays
London,
United Kingdom
|
+$17M |
| 4 |
BAWC
Black-and-white Capital
Los Angeles,
California
|
+$17M |
| 5 |
BSA
Braun Stacey Associates
New York
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$161M |
| 2 |
SHIM
Spruce House Investment Management
New York
|
-$71.5M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$63M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$28.4M |
| 5 |
Goldman Sachs
New York
|
-$19.1M |
XPO Hedge Fund Activity: Q4 2019 in Review
397 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2019, worth a combined $7.26B — up 8.2% from $6.71B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new XPO positions and 29 closed out — a net gain of 43 holders — while 110 added to existing stakes and 157 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $77.5M. The largest seller was Orbis Allan Gray, cutting an estimated $161M.
- 397 institutional investors held XPO (XPO) as of Q4 2019, up from 366 in Q3 2019.
- Funds reported $7.26B of XPO stock for Q4 2019, up 8.2% quarter-over-quarter.
- 72 funds opened new XPO positions in Q4 2019 and 29 closed out, a net change of +43 holders.
- The largest XPO buyer in Q4 2019 was Fidelity Investments, an estimated $77.5M added.
- The largest XPO seller in Q4 2019 was Orbis Allan Gray, an estimated $161M sold.
Based on aggregated 13F filings for Q4 2019.