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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
BlackRock
1
BlackRock
New York
$75M -$37.2K -1,140 -0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.8M +$468K +14,328 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.5M -$1.09M -33,532 -3%
American Century Companies
4
American Century Companies
Missouri
$23.4M +$2.83M +86,787 +14%
Invesco
5
Invesco
Georgia
$20.8M +$3.07M +93,931 +18%
State Street
6
State Street
Massachusetts
$18.3M -$93.2K -2,856 -0.5%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$17M -$148K -4,547 -0.9%
Morgan Stanley
8
Morgan Stanley
New York
$15.8M +$8.5M +260,388 +125%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.2M +$143K +4,386 +1%
Northern Trust
10
Northern Trust
Illinois
$8.3M -$138K -4,216 -2%
Charles Schwab
11
Charles Schwab
California
$7.9M -$314K -9,606 -4%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$7.38M – – –
Millennium Management
13
Millennium Management
New York
$6.89M -$1.72M -52,653 -20%
NCM
14
Nantahala Capital Management
Connecticut
$6.8M +$713K +21,842 +12%
Goldman Sachs
15
Goldman Sachs
New York
$6.01M -$804K -24,632 -12%
Ameriprise
16
Ameriprise
Minnesota
$6M -$1.83M -56,133 -24%
N
17
Nuveen
North Carolina
$4.82M +$1.64M +50,347 +54%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$4.57M -$1.17M -35,922 -21%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.43M +$134K +4,113 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.92M +$1.92M +58,879 +102%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$3.39M +$2.66M +81,520 +428%
Norges Bank
22
Norges Bank
Norway
$3.02M – – –
Boston Partners
23
Boston Partners
Massachusetts
$2.9M -$247K -7,565 -8%
SEI Investments
24
SEI Investments
Pennsylvania
$2.83M +$93.2K +2,854 +4%
Principal Financial Group
25
Principal Financial Group
Iowa
$2.33M -$168K -5,154 -7%
1
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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.