XPO
559 hedge funds and large institutions have $12.2B invested in XPO in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 175 reducing their positions, and 45 closing their positions.
124% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 45
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
19% more capital invested
Capital invested by funds: $10.2B → $12.2B (+$1.94B)
10% more funds holding
Funds holding: 507 → 559 (+52)
9% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 175
8.94% less ownership
Funds ownership: 234.31% → 225.37% (-8.9%)
49% less call options, than puts
Call options by funds: $125M | Put options by funds: $245M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$167M |
| 2 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
+$111M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$109M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$80.8M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$71.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$227M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$56.2M |
| 3 |
FAM
Fred Alger Management
New York
|
-$43.1M |
| 4 |
LAM
Lyrical Asset Management
New York
|
-$42.7M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$31.6M |
XPO Hedge Fund Activity: Q2 2021 in Review
559 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q2 2021, worth a combined $12.2B — up 19% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new XPO positions and 45 closed out — a net gain of 56 holders — while 191 added to existing stakes and 175 trimmed.
The largest buyer was Vanguard Group, adding an estimated $167M. The largest seller was Orbis Allan Gray, cutting an estimated $227M.
- 559 institutional investors held XPO (XPO) as of Q2 2021, up from 507 in Q1 2021.
- Funds reported $12.2B of XPO stock for Q2 2021, up 19% quarter-over-quarter.
- 101 funds opened new XPO positions in Q2 2021 and 45 closed out, a net change of +56 holders.
- The largest XPO buyer in Q2 2021 was Vanguard Group, an estimated $167M added.
- The largest XPO seller in Q2 2021 was Orbis Allan Gray, an estimated $227M sold.
Based on aggregated 13F filings for Q2 2021.