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USX

U.S. Xpress Enterprises, Inc. Class A Common Stock

Delisted

USX was delisted on the 30th of June, 2023.

72 hedge funds and large institutions have $58M invested in U.S. Xpress Enterprises, Inc. Class A Common Stock in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

14% more funds holding

Funds holding: 6372 (+9)

29% less call options, than puts

Call options by funds: $603K | Put options by funds: $850K

35% less capital invested

Capital invested by funds: $89.4M → $58M (-$31.4M)

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
29
Reduced
18
Closed
7
Calls
$603K
Puts
$850K
Net Calls
-$247K
Net Calls Change
-$809K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
26
Berman Capital Advisors
Georgia
$266K +$387K +79,886 New
Stifel Financial
27
Stifel Financial
Missouri
$247K -$29.8K -6,157 -8%
SO
28
STRS Ohio
Ohio
$224K
HSBC Holdings
29
HSBC Holdings
United Kingdom
$220K +$159K +32,857 +100%
MA
30
Mutual Advisors
Nebraska
$217K -$244K -50,470 -44%
Goldman Sachs
31
Goldman Sachs
New York
$186K +$57.1K +11,810 +27%
Wells Fargo
32
Wells Fargo
California
$177K +$16.3K +3,365 +7%
NSEDCP
33
NJ State Employees Deferred Compensation Plan
New Jersey
$157K
AG
34
Algert Global
California
$156K +$226K +46,635 New
Charles Schwab
35
Charles Schwab
California
$155K
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$154K +$117K +24,135 +110%
PI
37
PEAK6 Investments
Illinois
$149K +$216K +44,620 New
Simplex Trading
38
Simplex Trading
Illinois
$139K +$106K +21,826 +110%
IAIM
39
International Assets Investment Management
Florida
$137K +$199K +41,025 New
SWRP
40
Summit Wealth & Retirement Planning
California
$126K -$18.9K -3,900 -9%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$114K +$1.88K +389 +1%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$113K
EGM
43
Engineers Gate Manager
New York
$97K +$140K +28,994 New
AllianceBernstein
44
AllianceBernstein
Tennessee
$93K +$40.2K +8,300 +42%
PAM
45
Panagora Asset Management
Massachusetts
$86K -$382K -78,915 -75%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$85K +$58.1K +12,017 +90%
TP
47
Tranquility Partners
Tennessee
$82K -$55.2K -11,400 -32%
Citadel Advisors
48
Citadel Advisors
Florida
$78K +$33.2K +6,860 +41%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$70K +$100K +20,700 New
SI
50
Stephens Inc
Arkansas
$60K +$86.2K +17,824 New

USX Hedge Fund Activity: Q1 2020 in Review

72 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) for Q1 2020, worth a combined $58M — down 35% from $89.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new USX positions and 7 closed out — a net gain of 9 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was THB Asset Management, opening a new position worth an estimated $4.14M. The largest seller was Towle & Co, cutting an estimated $5.29M.

  • 72 institutional investors held U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) as of Q1 2020, up from 63 in Q4 2019.
  • Funds reported $58M of U.S. Xpress Enterprises, Inc. Class A Common Stock stock for Q1 2020, down 35% quarter-over-quarter.
  • 16 funds opened new U.S. Xpress Enterprises, Inc. Class A Common Stock positions in Q1 2020 and 7 closed out, a net change of +9 holders.
  • The largest U.S. Xpress Enterprises, Inc. Class A Common Stock buyer in Q1 2020 was THB Asset Management, an estimated $4.14M added.
  • The largest U.S. Xpress Enterprises, Inc. Class A Common Stock seller in Q1 2020 was Towle & Co, an estimated $5.29M sold.

Based on aggregated 13F filings for Q1 2020.