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CHX

ChampionX

Delisted

CHX was delisted on the 15th of July, 2025.

373 hedge funds and large institutions have $5.42B invested in ChampionX in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $8.08M

1.3% more ownership

Funds ownership: 99.23%100.52% (+1.3%)

4% less capital invested

Capital invested by funds: $5.64B → $5.42B (-$218M)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

4% less funds holding

Funds holding: 387373 (-14)

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
373
Holders Change
-14
Holders Change %
-3.62%
% of All Funds
5.94%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
42
Increased
134
Reduced
146
Closed
49
Calls
$46.7M
Puts
$8.08M
Net Calls
+$38.7M
Net Calls Change
-$7.69M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Advisornet Financial
Minnesota
$2.01K +$1.14K +38 +106%
FDCC
352
Foster Dykema Cabot & Co
Massachusetts
$2K +$2.48K +83 New
RFG
353
RFP Financial Group
Georgia
$1.82K
DI
354
Disciplined Investments
Oklahoma
$1.6K +$120 +4 +7%
SIC
355
SJS Investment Consulting
Ohio
$1.41K -$598 -20 -28%
BWL
356
Bogart Wealth LLC
Virginia
$1.38K +$1.52K +51 New
PB
357
Pinnacle Bancorp
Nebraska
$1.36K
WWP
358
WR Wealth Planners
Missouri
$1.36K
CAL
359
Capital Advisors Ltd
Ohio
$1K
MIA
360
Milestone Investment Advisors
Wisconsin
$950 +$1.05K +35 New
GC
361
Globeflex Capital
California
$733
BIA
362
Bell Investment Advisors
California
$679
BF
363
BOK Financial
Oklahoma
$597 +$657 +22 New
LFG
364
Larson Financial Group
Missouri
$549
AWM
365
Avior Wealth Management
Nebraska
$521
AAP
366
Arax Advisory Partners
Colorado
$489
WT
367
Whittier Trust
California
$488 +$538 +18 New
GI
368
Gradient Investments
Minnesota
$380 +$388 +13 +1,300%
SS
369
Sunbelt Securities
Texas
$374 +$418 +14 New
TWP
370
TFO Wealth Partners
Ohio
$298 -$1.14K -38 -78%
FFA
371
Farther Finance Advisors
California
$244 +$269 +9 New
WWM
372
Wolff Wiese Magana
California
$190
WP
373
WealthPLAN Partners
Nebraska
$54 +$60 +2 New
Holocene Advisors
374
Holocene Advisors
New York
-$32.8M -1,133,044 Closed
Lord, Abbett & Co
375
Lord, Abbett & Co
New Jersey
-$16.3M -562,308 Closed

CHX Hedge Fund Activity: Q1 2023 in Review

373 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ChampionX (CHX) for Q1 2023, worth a combined $5.42B — down 3.9% from $5.64B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of CHX and 42 opened new positions — a net loss of 7 holders — while 146 trimmed existing stakes and 134 added.

The largest buyer was AllianceBernstein, adding an estimated $74.5M. The largest seller was Principal Financial Group, cutting an estimated $36.3M.

  • 373 institutional investors held ChampionX (CHX) as of Q1 2023, down from 387 in Q4 2022.
  • Funds reported $5.42B of ChampionX stock for Q1 2023, down 3.9% quarter-over-quarter.
  • 42 funds opened new ChampionX positions in Q1 2023 and 49 closed out, a net change of -7 holders.
  • The largest ChampionX buyer in Q1 2023 was AllianceBernstein, an estimated $74.5M added.
  • The largest ChampionX seller in Q1 2023 was Principal Financial Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q1 2023.