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481 hedge funds and large institutions have $10B invested in XPO in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 135 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 36

45% more call options, than puts

Call options by funds: $203M | Put options by funds: $141M

38% more capital invested

Capital invested by funds: $7.25B → $10B (+$2.77B)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

15% more funds holding

Funds holding: 418481 (+63)

5.14% less ownership

Funds ownership: 271.37%266.23% (-5.1%)

25% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 181

Holders
481
Holders Change
+63
Holders Change %
+15.07%
% of All Funds
8.51%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
101
Increased
135
Reduced
181
Closed
36
Calls
$203M
Puts
$141M
Net Calls
+$62.8M
Net Calls Change
-$4.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$1.67B -$230M -6,356,909 -14%
BlackRock
2
BlackRock
New York
$993M -$9.44M -260,599 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$965M +$9.18M +253,277 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$494M -$44.4M -1,226,122 -9%
SHIM
5
Spruce House Investment Management
New York
$462M -$36.7M -1,011,988 -8%
LAM
6
Lyrical Asset Management
New York
$371M +$632K +17,453 +0.2%
State Street
7
State Street
Massachusetts
$354M -$6.03M -166,356 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$309M -$46.8M -1,291,884 -15%
ClearBridge Investments
9
ClearBridge Investments
New York
$213M +$8.44M +233,055 +5%
FAM
10
Fred Alger Management
New York
$190M +$64.8M +1,787,758 +63%
MP
11
MFN Partners
Massachusetts
$138M
AllianceBernstein
12
AllianceBernstein
Tennessee
$129M +$1.06M +29,178 +0.9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$127M +$6.36M +175,638 +6%
Victory Capital Management
14
Victory Capital Management
Texas
$120M -$2.29M -63,206 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$111M -$3.62M -100,017 -4%
Federated Hermes
16
Federated Hermes
Pennsylvania
$107M +$24M +661,979 +34%
DLA
17
Douglas Lane & Associates
New York
$98.2M -$8.24M -227,442 -9%
Norges Bank
18
Norges Bank
Norway
$96.5M +$23.8M +656,769 +39%
Northern Trust
19
Northern Trust
Illinois
$95.2M -$3.5M -96,683 -4%
Wells Fargo
20
Wells Fargo
California
$90.7M -$2.34M -64,530 -3%
Invesco
21
Invesco
Georgia
$87.1M +$52.4M +1,446,622 +217%
Legal & General Group
22
Legal & General Group
United Kingdom
$77.1M -$490K -13,529 -0.7%
Goldman Sachs
23
Goldman Sachs
New York
$76.3M -$2.73M -75,431 -4%
EIP
24
Epoch Investment Partners
New York
$74.6M -$34.5M -952,561 -34%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$66.8M -$8.97M -247,578 -13%

XPO Hedge Fund Activity: Q4 2020 in Review

481 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2020, worth a combined $10B — up 38% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new XPO positions and 36 closed out — a net gain of 65 holders — while 135 added to existing stakes and 181 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $64.8M. The largest seller was Orbis Allan Gray, cutting an estimated $230M.

  • 481 institutional investors held XPO (XPO) as of Q4 2020, up from 418 in Q3 2020.
  • Funds reported $10B of XPO stock for Q4 2020, up 38% quarter-over-quarter.
  • 101 funds opened new XPO positions in Q4 2020 and 36 closed out, a net change of +65 holders.
  • The largest XPO buyer in Q4 2020 was Fred Alger Management, an estimated $64.8M added.
  • The largest XPO seller in Q4 2020 was Orbis Allan Gray, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2020.