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DXP Enterprises

153 hedge funds and large institutions have $1.07B invested in DXP Enterprises in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 45 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

46% more capital invested

Capital invested by funds: $731M → $1.07B (+$339M)

20% more funds holding

Funds holding: 128153 (+25)

30% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 64

78% less call options, than puts

Call options by funds: $3.76M | Put options by funds: $16.8M

Holders
153
Holders Change
+25
Holders Change %
+19.53%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
33
Increased
45
Reduced
64
Closed
8
Calls
$3.76M
Puts
$16.8M
Net Calls
-$13.1M
Net Calls Change
-$9.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
TFS Capital
Pennsylvania
$8.94M +$4.71M +50,146 +183%
HAI
27
Hennessy Advisors Inc
California
$7.83M -$357K -3,800 -5%
Principal Financial Group
28
Principal Financial Group
Iowa
$7.33M +$361K +3,837 +6%
NI
29
Numeric Investors
Massachusetts
$7.13M +$5.5M +58,504 +1,721%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$6.69M +$628K +6,688 +13%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$6.64M +$398K +4,240 +8%
Invesco
32
Invesco
Georgia
$6.22M +$4.07M +43,299 +405%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$6.07M +$3.6M +38,322 +267%
TG
34
TCW Group
California
$5.89M -$2.98M -31,709 -38%
TCIM
35
TIAA CREF Investment Management
New York
$5.21M +$105K +1,120 +3%
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$4.9M -$1.15M -12,225 -22%
GF
37
Gerstein Fisher
New York
$4.87M +$723K +7,692 New
American Century Companies
38
American Century Companies
Missouri
$4.77M -$266K -2,830 -6%
USAA
39
United Services Automobile Association
Texas
$4.64M +$1.22M +12,980 +48%
SI
40
Shaker Investments
Ohio
$4.4M +$3.59M +38,233 New
RHJA
41
Rice Hall James & Associates
California
$4.2M -$160K -1,700 -4%
3NC
42
300 North Capital
California
$4.14M -$273K -2,900 -7%
AIS
43
AlphaOne Investment Services
Pennsylvania
$4.12M -$900K -9,573 -21%
CRCP
44
Copper Rock Capital Partners
Massachusetts
$3.96M -$14.2K -151 -0.4%
Morgan Stanley
45
Morgan Stanley
New York
$3.79M +$1.61M +17,111 +108%
BIM
46
BlackRock Investment Management
Delaware
$3.64M -$38.8K -413 -1%
PI
47
Putnam Investments
Massachusetts
$3.16M -$39.4K -419 -2%
Goldman Sachs
48
Goldman Sachs
New York
$3.01M +$2.46M +26,154 New
ACM
49
Apex Capital Management
Ohio
$2.95M -$8.93K -95 -0.4%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.92M +$28.2K +300 +1%

DXPE Hedge Fund Activity: Q4 2013 in Review

153 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in DXP Enterprises (DXPE) for Q4 2013, worth a combined $1.07B — up 46% from $731M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DXPE positions and 8 closed out — a net gain of 25 holders — while 45 added to existing stakes and 64 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $24.9M. The largest seller was Fidelity Investments, cutting an estimated $32.9M.

  • 153 institutional investors held DXP Enterprises (DXPE) as of Q4 2013, up from 128 in Q3 2013.
  • Funds reported $1.07B of DXP Enterprises stock for Q4 2013, up 46% quarter-over-quarter.
  • 33 funds opened new DXP Enterprises positions in Q4 2013 and 8 closed out, a net change of +25 holders.
  • The largest DXP Enterprises buyer in Q4 2013 was Lord, Abbett & Co, an estimated $24.9M added.
  • The largest DXP Enterprises seller in Q4 2013 was Fidelity Investments, an estimated $32.9M sold.

Based on aggregated 13F filings for Q4 2013.