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401 hedge funds and large institutions have $6.85B invested in XPO in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $4.41B → $6.85B (+$2.43B)

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

28% more call options, than puts

Call options by funds: $165M | Put options by funds: $128M

6% more funds holding

Funds holding: 380401 (+21)

0.18% less ownership

Funds ownership: 281.92%281.75% (-0.18%)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

Holders
401
Holders Change
+21
Holders Change %
+5.53%
% of All Funds
8.22%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
68
Increased
127
Reduced
154
Closed
46
Calls
$165M
Puts
$128M
Net Calls
+$36.5M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$1.34B -$34.8M -1,454,487 -3%
BlackRock
2
BlackRock
New York
$671M -$17.2M -717,415 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$655M -$19.1M -797,611 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$357M +$113M +4,726,594 +55%
SHIM
5
Spruce House Investment Management
New York
$348M -$302M -12,630,927 -49%
LAM
6
Lyrical Asset Management
New York
$246M +$50.6M +2,113,999 +30%
State Street
7
State Street
Massachusetts
$238M -$3.18M -132,869 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$236M +$21.3M +890,948 +11%
ClearBridge Investments
9
ClearBridge Investments
New York
$127M -$11.8M -494,307 -9%
MP
10
MFN Partners
Massachusetts
$89.6M -$72M -3,006,949 -47%
Norges Bank
11
Norges Bank
Norway
$86.5M +$15.2M +636,017 +24%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$80.8M +$870K +36,322 +1%
EIP
13
Epoch Investment Partners
New York
$79.6M -$5.42M -226,394 -7%
Victory Capital Management
14
Victory Capital Management
Texas
$78M +$53.7M +2,243,999 +332%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$76.5M +$1.62M +67,491 +2%
AllianceBernstein
16
AllianceBernstein
Tennessee
$71.4M +$51.3M +2,143,029 +404%
DLA
17
Douglas Lane & Associates
New York
$71.3M -$514K -21,468 -0.8%
JP Morgan Chase
18
JP Morgan Chase
New York
$68.1M +$35.7M +1,490,670 +141%
Northern Trust
19
Northern Trust
Illinois
$66.4M -$1.08M -45,241 -2%
Wells Fargo
20
Wells Fargo
California
$59.5M +$9.7M +405,240 +22%
Citadel Advisors
21
Citadel Advisors
Florida
$59M -$10.5M -438,494 -17%
Goldman Sachs
22
Goldman Sachs
New York
$57.1M +$5.11M +213,431 +11%
Legal & General Group
23
Legal & General Group
United Kingdom
$49.7M +$1.37M +57,273 +3%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$49.6M -$2.4M -100,413 -5%
Federated Hermes
25
Federated Hermes
Pennsylvania
$42.2M +$23.5M +982,588 +165%

XPO Hedge Fund Activity: Q2 2020 in Review

401 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2020, worth a combined $6.85B — up 55% from $4.41B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XPO positions and 46 closed out — a net gain of 22 holders — while 127 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $113M. The largest seller was Spruce House Investment Management, cutting an estimated $302M.

  • 401 institutional investors held XPO (XPO) as of Q2 2020, up from 380 in Q1 2020.
  • Funds reported $6.85B of XPO stock for Q2 2020, up 55% quarter-over-quarter.
  • 68 funds opened new XPO positions in Q2 2020 and 46 closed out, a net change of +22 holders.
  • The largest XPO buyer in Q2 2020 was Fidelity Investments, an estimated $113M added.
  • The largest XPO seller in Q2 2020 was Spruce House Investment Management, an estimated $302M sold.

Based on aggregated 13F filings for Q2 2020.