We are live on ! Find out more
USX

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

Delisted

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

48 hedge funds and large institutions have $25.7M invested in U.S. Xpress Enterprises, Inc. Class A Common Stock in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 5448 (-6)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

33% less capital invested

Capital invested by funds: $38.2M → $25.7M (-$12.5M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
16
Closed
10
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$110K
E
27
Ergoteles
New York
$94.1K -$133K -61,356 -54%
NSEDCP
28
NJ State Employees Deferred Compensation Plan
New Jersey
$85.1K
Northern Trust
29
Northern Trust
Illinois
$81K +$6.25K +2,883 +7%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$75.5K
Jane Street
31
Jane Street
New York
$63.3K +$75.9K +34,998 New
SCP
32
Silverleafe Capital Partners
Tennessee
$54.3K
JP Morgan Chase
33
JP Morgan Chase
New York
$47K +$34.7K +16,000 +160%
CFA
34
Capstone Financial Advisors
Illinois
$36.2K
JWCA
35
J.W. Cole Advisors
Florida
$32K +$3.69K +1,700 +11%
Bank of America
36
Bank of America
North Carolina
$30.1K -$8.59K -3,959 -19%
Osaic Holdings
37
Osaic Holdings
Arizona
$24K +$1.73K +799 +6%
HWA
38
HHM Wealth Advisors
Tennessee
$21.7K +$17.4K +8,000 +200%
WPA
39
West Paces Advisors
Georgia
$20.8K
LPL Financial
40
LPL Financial
California
$20.3K
SI
41
Stephens Inc
Arkansas
$18.4K -$57.1K -26,324 -72%
Citigroup
42
Citigroup
New York
$17.7K -$2.07K -953 -9%
UBS Group
43
UBS Group
Switzerland
$12.2K -$3.13K -1,443 -18%
Wells Fargo
44
Wells Fargo
California
$3.91K +$13 +6 +0.3%
TRCT
45
Tower Research Capital (TRC)
New York
$2K +$2.04K +942 New
Group One Trading
46
Group One Trading
Illinois
$1.17K -$53.9K -24,843 -97%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$925 -$66.4K -30,625 -6%
Fuller & Thaler Asset Management
48
Fuller & Thaler Asset Management
California
-$1.45M -587,229 Closed
Two Sigma Investments
49
Two Sigma Investments
New York
-$189K -76,661 Closed
Bank of New York Mellon
50
Bank of New York Mellon
New York
-$137K -55,514 Closed

USX Hedge Fund Activity: Q4 2022 in Review

48 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) for Q4 2022, worth a combined $25.7M — down 33% from $38.2M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of USX and 4 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 14 added.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $315K. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $1.45M sold.

  • 48 institutional investors held U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) as of Q4 2022, down from 54 in Q3 2022.
  • Funds reported $25.7M of U.S. Xpress Enterprises, Inc. Class A Common Stock stock for Q4 2022, down 33% quarter-over-quarter.
  • 4 funds opened new U.S. Xpress Enterprises, Inc. Class A Common Stock positions in Q4 2022 and 10 closed out, a net change of -6 holders.
  • The largest U.S. Xpress Enterprises, Inc. Class A Common Stock buyer in Q4 2022 was Weiss Multi-Strategy Advisers, an estimated $315K added.
  • The largest U.S. Xpress Enterprises, Inc. Class A Common Stock seller in Q4 2022 was Fuller & Thaler Asset Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2022.