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DXP Enterprises

141 hedge funds and large institutions have $420M invested in DXP Enterprises in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $157K | Put options by funds: $18K

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

28% more capital invested

Capital invested by funds: $328M → $420M (+$92.8M)

14% more funds holding

Funds holding: 124141 (+17)

1.51% more ownership

Funds ownership: 64.91%66.42% (+1.5%)

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
40
Reduced
44
Closed
14
Calls
$157K
Puts
$18K
Net Calls
+$139K
Net Calls Change
+$233K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$86M -$5.17M -171,299 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.6M -$1.8M -59,591 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.5M +$2.49M +82,527 +8%
American Century Companies
4
American Century Companies
Missouri
$28.8M -$8.25M -273,308 -26%
State Street
5
State Street
Massachusetts
$20.8M -$1.18M -39,030 -6%
Invesco
6
Invesco
Georgia
$19.2M -$4.66M -154,545 -23%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$17M +$1.14M +37,612 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.8M -$273K -9,039 -3%
Northern Trust
9
Northern Trust
Illinois
$9.29M +$7.3K +242 +0.1%
Charles Schwab
10
Charles Schwab
California
$9.19M -$441K -14,603 -5%
Ameriprise
11
Ameriprise
Minnesota
$9.05M +$90.5K +3,000 +1%
Millennium Management
12
Millennium Management
New York
$8.42M +$4.69M +155,344 +204%
Morgan Stanley
13
Morgan Stanley
New York
$8.05M +$3.87M +128,164 +138%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$7.97M -$3.57M -118,372 -35%
NCM
15
Nantahala Capital Management
Connecticut
$7.78M -$3.76M -124,418 -37%
Goldman Sachs
16
Goldman Sachs
New York
$7.24M -$2.9M -96,118 -33%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$5.68M +$858K +28,444 +22%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.06M -$230K -7,610 -5%
MVP
19
Medina Value Partners
California
$4.92M -$8.48M -280,884 -68%
Boston Partners
20
Boston Partners
Massachusetts
$3.93M +$3.26M +107,925 New
SEI Investments
21
SEI Investments
Pennsylvania
$3.25M -$735K -24,352 -21%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.03M -$370K -12,243 -13%
Citadel Advisors
23
Citadel Advisors
Florida
$2.85M -$1.79M -59,147 -43%
Two Sigma Investments
24
Two Sigma Investments
New York
$2.67M +$775K +25,668 +54%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$2.43M +$2.01M +66,668 New

DXPE Hedge Fund Activity: Q2 2023 in Review

141 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DXP Enterprises (DXPE) for Q2 2023, worth a combined $420M — up 28% from $328M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DXPE positions and 14 closed out — a net gain of 18 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.69M. The largest seller was Medina Value Partners, cutting an estimated $8.48M.

  • 141 institutional investors held DXP Enterprises (DXPE) as of Q2 2023, up from 124 in Q1 2023.
  • Funds reported $420M of DXP Enterprises stock for Q2 2023, up 28% quarter-over-quarter.
  • 32 funds opened new DXP Enterprises positions in Q2 2023 and 14 closed out, a net change of +18 holders.
  • The largest DXP Enterprises buyer in Q2 2023 was Millennium Management, an estimated $4.69M added.
  • The largest DXP Enterprises seller in Q2 2023 was Medina Value Partners, an estimated $8.48M sold.

Based on aggregated 13F filings for Q2 2023.