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CHX

ChampionX

Delisted

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

406 hedge funds and large institutions have $5.84B invested in ChampionX in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 128 increasing their positions, 164 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $50.2M | Put options by funds: $14.4M

0.27% more ownership

Funds ownership: 102.3%102.57% (+0.27%)

7% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 57

2% less funds holding

Funds holding: 416406 (-10)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

19% less capital invested

Capital invested by funds: $7.18B → $5.84B (-$1.34B)

22% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 164

Holders
406
Holders Change
-10
Holders Change %
-2.4%
% of All Funds
5.92%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
53
Increased
128
Reduced
164
Closed
57
Calls
$50.2M
Puts
$14.4M
Net Calls
+$35.9M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
351
Quarry LP
New York
$7.1K +$3.77K +122 +101%
CPG
352
Cornerstone Planning Group
New Jersey
$7.01K
GWS
353
Glassman Wealth Services
Virginia
$6.54K -$2.48K -80 -26%
SWM
354
Spire Wealth Management
Virginia
$6.43K +$7.55K +244 New
FFO
355
Fortitude Family Office
Arizona
$6.25K +$6.62K +214 New
CIA
356
Cape Investment Advisory
Georgia
$5.84K
OIA
357
Optimum Investment Advisors
Illinois
$5.84K
SIC
358
Salem Investment Counselors
North Carolina
$5.11K
CAM
359
Close Asset Management
United Kingdom
$5K
First Manhattan
360
First Manhattan
New York
$4.96K
VWM
361
Venturi Wealth Management
Texas
$4.79K -$340 -11 -6%
FFA
362
Frazier Financial Advisors
Ohio
$4.59K +$4.86K +157 New
MCM
363
Manchester Capital Management
Vermont
$4.59K +$4.86K +157 New
LFA
364
LGT Financial Advisors
Texas
$4.53K -$2.57K -83 -35%
BTI
365
Blue Trust Inc
Georgia
$4K +$3.77K +122 New
NCM
366
Northwest Capital Management
Oregon
$3.94K
PWMG
367
Private Wealth Management Group
New Jersey
$3.71K +$3.93K +127 New
IRC
368
Investors Research Corp
Georgia
$3.39K
OLVIG
369
Oliver Lagore Vanvalin Investment Group
Michigan
$3.21K
Mitsubishi UFJ Asset Management
370
Mitsubishi UFJ Asset Management
Japan
$3.17K
GJIA
371
Glass Jacobson Investment Advisors
Maryland
$3.1K
KFS
372
Kelly Financial Services
Massachusetts
$3.07K
AF
373
Allworth Financial
California
$2.95K -$526 -17 -14%
BC
374
Barrett & Company
Rhode Island
$2.92K
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$2.69K

CHX Hedge Fund Activity: Q4 2023 in Review

406 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ChampionX (CHX) for Q4 2023, worth a combined $5.84B — down 19% from $7.18B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of CHX and 53 opened new positions — a net loss of 4 holders — while 164 trimmed existing stakes and 128 added.

The largest buyer was Hawk Ridge Capital Management, opening a new position worth an estimated $71.6M. The largest seller was Massachusetts Financial Services, cutting an estimated $39.2M.

  • 406 institutional investors held ChampionX (CHX) as of Q4 2023, down from 416 in Q3 2023.
  • Funds reported $5.84B of ChampionX stock for Q4 2023, down 19% quarter-over-quarter.
  • 53 funds opened new ChampionX positions in Q4 2023 and 57 closed out, a net change of -4 holders.
  • The largest ChampionX buyer in Q4 2023 was Hawk Ridge Capital Management, an estimated $71.6M added.
  • The largest ChampionX seller in Q4 2023 was Massachusetts Financial Services, an estimated $39.2M sold.

Based on aggregated 13F filings for Q4 2023.