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DXP Enterprises
DXPE

138 hedge funds and large institutions have $390M invested in DXP Enterprises in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $94K | Put options by funds: $17K

5.08% more ownership

Funds ownership: 66.44% → 71.52% (+5.1%)

0% more capital invested

Capital invested by funds: $388M → $390M (+$1.6M)

1% less funds holding

Funds holding: 139 → 138 (-1)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

26% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 54

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
54
Closed
17
Calls
$94K
Puts
$17K
Net Calls
+$77K
Net Calls Change
-$53K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.5M
2
Invesco
Invesco
Georgia
+$3.07M
3
American Century Companies
American Century Companies
Missouri
+$2.83M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.66M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.92M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.83M
2
Millennium Management
Millennium Management
New York
-$1.72M
3
AR
Advisory Research
Illinois
-$1.27M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.26M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
126
STRS Ohio
Ohio
$6K – – –
US Bancorp
127
US Bancorp
Minnesota
$5.63K +$4.21K +129 +339%
HCM
128
Hollencrest Capital Management
California
$4.18K – – –
MFT
129
Moisand Fitzgerald Tamayo
Florida
$2.12K – – –
S
130
SignatureFD
Georgia
$1.42K – – –
C
131
Covestor
United Kingdom
$1K +$196 +6 +38%
AF
132
Allworth Financial
California
$809 – – –
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$741 – – –
GI
134
GAMMA Investing
California
$548 +$555 +17 New
GRP
135
Global Retirement Partners
California
$469 – – –
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$404 – – –
HNB
137
Huntington National Bank
Ohio
$34 – – –
AR
138
Advisory Research
Illinois
– -$1.27M -36,479 Closed
EI
139
EAM Investors
California
– -$893K -25,555 Closed
ECM
140
ExodusPoint Capital Management
New York
– -$886K -25,349 Closed
TI
141
Trexquant Investment
Connecticut
– -$633K -18,117 Closed
Jacobs Levy Equity Management
142
Jacobs Levy Equity Management
New Jersey
– -$531K -15,184 Closed
OQS
143
Occudo Quantitative Strategies
Florida
– -$461K -13,199 Closed
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$320K -9,170 Closed
XT
145
XTX Topco
Cayman Islands
– -$276K -7,905 Closed
AWS
146
Atria Wealth Solutions
New York
– -$236K -6,747 Closed
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
– -$232K -6,651 Closed
Manulife (Manufacturers Life Insurance)
148
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$209K -5,983 Closed
Point72 Asset Management
149
Point72 Asset Management
Connecticut
– -$50.1K -1,435 Closed
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
– -$32K -910 Closed
3 4 5
6
7

DXPE Hedge Fund Activity: Q4 2023 in Review

138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in DXP Enterprises (DXPE) for Q4 2023, worth a combined $390M — up 0.41% from $388M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of DXPE and 16 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $8.5M. The largest seller was Ameriprise, cutting an estimated $1.83M.

  • 138 institutional investors held DXP Enterprises (DXPE) as of Q4 2023, down from 139 in Q3 2023.
  • Funds reported $390M of DXP Enterprises stock for Q4 2023, up 0.41% quarter-over-quarter.
  • 16 funds opened new DXP Enterprises positions in Q4 2023 and 17 closed out, a net change of -1 holder.
  • The largest DXP Enterprises buyer in Q4 2023 was Morgan Stanley, an estimated $8.5M added.
  • The largest DXP Enterprises seller in Q4 2023 was Ameriprise, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2023.