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418 hedge funds and large institutions have $7.25B invested in XPO in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 133 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $174M | Put options by funds: $107M

37% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 49

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more capital invested

Capital invested by funds: $6.85B → $7.25B (+$405M)

4% more funds holding

Funds holding: 401418 (+17)

10.38% less ownership

Funds ownership: 281.75%271.37% (-10%)

11% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 149

Holders
418
Holders Change
+17
Holders Change %
+4.24%
% of All Funds
8.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
67
Increased
133
Reduced
149
Closed
49
Calls
$174M
Puts
$107M
Net Calls
+$67.1M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$1.37B -$97.6M -3,391,146 -7%
BlackRock
2
BlackRock
New York
$713M -$22.5M -781,061 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$678M -$39.2M -1,363,934 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$387M -$4.58M -159,293 -1%
SHIM
5
Spruce House Investment Management
New York
$358M -$23M -800,627 -6%
LAM
6
Lyrical Asset Management
New York
$263M -$6.21M -215,779 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$257M -$1.19M -41,396 -0.5%
State Street
8
State Street
Massachusetts
$256M -$5.14M -178,581 -2%
ClearBridge Investments
9
ClearBridge Investments
New York
$145M +$4.88M +169,433 +4%
MP
10
MFN Partners
Massachusetts
$98.2M
AllianceBernstein
11
AllianceBernstein
Tennessee
$91.1M +$12.6M +438,904 +16%
Victory Capital Management
12
Victory Capital Management
Texas
$86.7M +$1.2M +41,859 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$84.8M -$3.63M -126,198 -4%
FAM
14
Fred Alger Management
New York
$82.6M +$39.1M +1,359,880 +93%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$81.6M -$2.23M -77,616 -3%
EIP
16
Epoch Investment Partners
New York
$80.9M -$6.24M -216,770 -7%
DLA
17
Douglas Lane & Associates
New York
$76.4M -$1.68M -58,268 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$76.1M +$255K +8,879 +0.3%
Northern Trust
19
Northern Trust
Illinois
$70.5M -$2.24M -77,764 -3%
Wells Fargo
20
Wells Fargo
California
$66.3M +$1.09M +38,042 +2%
Federated Hermes
21
Federated Hermes
Pennsylvania
$56.7M +$10.3M +357,923 +23%
Goldman Sachs
22
Goldman Sachs
New York
$56.4M -$6.12M -212,590 -10%
Legal & General Group
23
Legal & General Group
United Kingdom
$55.2M +$659K +22,897 +1%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$54.7M +$375K +13,020 +0.7%
Norges Bank
25
Norges Bank
Norway
$49.3M -$44.7M -1,552,176 -48%

XPO Hedge Fund Activity: Q3 2020 in Review

418 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q3 2020, worth a combined $7.25B — up 5.9% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new XPO positions and 49 closed out — a net gain of 18 holders — while 133 added to existing stakes and 149 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $39.1M. The largest seller was Orbis Allan Gray, cutting an estimated $97.6M.

  • 418 institutional investors held XPO (XPO) as of Q3 2020, up from 401 in Q2 2020.
  • Funds reported $7.25B of XPO stock for Q3 2020, up 5.9% quarter-over-quarter.
  • 67 funds opened new XPO positions in Q3 2020 and 49 closed out, a net change of +18 holders.
  • The largest XPO buyer in Q3 2020 was Fred Alger Management, an estimated $39.1M added.
  • The largest XPO seller in Q3 2020 was Orbis Allan Gray, an estimated $97.6M sold.

Based on aggregated 13F filings for Q3 2020.