U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
USX was delisted on the 30th of June, 2023.
63 hedge funds and large institutions have $89.4M invested in U.S. Xpress Enterprises, Inc. Class A Common Stock in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 15 closing their positions.
91% more call options, than puts
Call options by funds: $1.18M | Put options by funds: $617K
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
7% more capital invested
Capital invested by funds: $83.5M → $89.4M (+$5.88M)
14% less funds holding
Funds holding: 73 → 63 (-10)
67% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$6.09M |
| 2 |
Barclays
London,
United Kingdom
|
+$4.94M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.63M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$1.22M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$856K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$10.8M |
| 2 |
BCM
BlueMar Capital Management
Miami,
Florida
|
-$1.05M |
| 3 |
JP Morgan Chase
New York
|
-$859K |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$830K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$700K |
USX Hedge Fund Activity: Q4 2019 in Review
63 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) for Q4 2019, worth a combined $89.4M — up 7% from $83.5M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of USX and 5 opened new positions — a net loss of 10 holders — while 18 trimmed existing stakes and 30 added.
The largest buyer was Bank of Montreal, adding an estimated $6.09M. The largest seller was Zimmer Partners, exiting entirely with an estimated $10.8M sold.
- 63 institutional investors held U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) as of Q4 2019, down from 73 in Q3 2019.
- Funds reported $89.4M of U.S. Xpress Enterprises, Inc. Class A Common Stock stock for Q4 2019, up 7% quarter-over-quarter.
- 5 funds opened new U.S. Xpress Enterprises, Inc. Class A Common Stock positions in Q4 2019 and 15 closed out, a net change of -10 holders.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock buyer in Q4 2019 was Bank of Montreal, an estimated $6.09M added.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock seller in Q4 2019 was Zimmer Partners, an estimated $10.8M sold.
Based on aggregated 13F filings for Q4 2019.