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DXP Enterprises
DXPE

161 hedge funds and large institutions have $896M invested in DXP Enterprises in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

5% more funds holding

Funds holding: 153 → 161 (+8)

16% less capital invested

Capital invested by funds: $1.07B → $896M (-$174M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

79% less call options, than puts

Call options by funds: $2.59M | Put options by funds: $12.4M

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
30
Increased
66
Reduced
48
Closed
20
Calls
$2.59M
Puts
$12.4M
Net Calls
-$9.79M
Net Calls Change
+$3.26M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$15.5M
2
Ameriprise
Ameriprise
Minnesota
+$12.8M
3
EAM
Eagle Asset Management
Florida
+$11.9M
4
GAM
Gotham Asset Management
New York
+$9.33M
5
Wells Fargo
Wells Fargo
California
+$9M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$23.9M
2
CCM
Century Capital Management
Massachusetts
-$20.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.9M
4
HAI
Hennessy Advisors Inc
California
-$7.83M
5
First Trust Advisors
First Trust Advisors
Illinois
-$7.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
126
Grimes & Company
Massachusetts
$328K +$347K +3,450 New
OAM
127
Origin Asset Management
United Kingdom
$318K – – –
UBS AM
128
UBS AM
Illinois
$313K – – –
PP
129
Paloma Partners
Connecticut
$288K +$305K +3,036 New
YMRC
130
Yorktown Management & Research Company
Virginia
$275K – – –
RG
131
Renaissance Group
Kentucky
$270K +$286K +2,840 New
Capital Fund Management (CFM)
132
Capital Fund Management (CFM)
France
$265K +$280K +2,787 New
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$256K +$272K +2,699 New
PI
134
PineBridge Investments
New York
$247K -$24.1K -240 -8%
MERSOM
135
Municipal Employees' Retirement System of Michigan
Michigan
$237K +$252K +2,500 New
Citigroup
136
Citigroup
New York
$218K -$115K -1,144 -33%
ST
137
Spot Trading
Illinois
$174K -$267K -2,654 -59%
DADC
138
D.A. Davidson & Co
Montana
$150K +$160K +1,591 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$131K +$138K +1,376 New
Barclays
140
Barclays
United Kingdom
$128K +$102K +1,013 +291%
MSA
141
Mason Street Advisors
Wisconsin
$123K -$36.2K -360 -22%
ECM
142
ETrade Capital Management
Virginia
$90K +$68.4K +680 +252%
AAM
143
Advisors Asset Management
Colorado
$73K +$76.9K +764 New
US Bancorp
144
US Bancorp
Minnesota
$67K +$68.7K +683 +3,415%
Canada Life
145
Canada Life
Manitoba, Canada
$64K – – –
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$50K +$402 +4 +0.8%
MOACM
147
Mutual of America Capital Management
New York
$47K +$50.3K +500 New
FMT
148
First Mercantile Trust
Tennessee
$40K +$9.56K +95 +29%
Creative Planning
149
Creative Planning
Kansas
$38K – – –
QT
150
Quantbot Technologies
New York
$37K – – –
4 5
6
7 8

DXPE Hedge Fund Activity: Q1 2014 in Review

161 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in DXP Enterprises (DXPE) for Q1 2014, worth a combined $896M — down 16% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DXPE positions and 20 closed out — a net gain of 10 holders — while 66 added to existing stakes and 48 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $15.5M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $23.9M.

  • 161 institutional investors held DXP Enterprises (DXPE) as of Q1 2014, up from 153 in Q4 2013.
  • Funds reported $896M of DXP Enterprises stock for Q1 2014, down 16% quarter-over-quarter.
  • 30 funds opened new DXP Enterprises positions in Q1 2014 and 20 closed out, a net change of +10 holders.
  • The largest DXP Enterprises buyer in Q1 2014 was Principal Financial Group, an estimated $15.5M added.
  • The largest DXP Enterprises seller in Q1 2014 was Vaughan Nelson Investment Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2014.