U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
USX was delisted on the 30th of June, 2023.
89 hedge funds and large institutions have $114M invested in U.S. Xpress Enterprises, Inc. Class A Common Stock in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
28% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 25
21% more capital invested
Capital invested by funds: $94.1M → $114M (+$19.9M)
9% more funds holding
Funds holding: 82 → 89 (+7)
42% less call options, than puts
Call options by funds: $860K | Put options by funds: $1.48M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$7.52M |
| 2 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$5.2M |
| 3 |
Bank of New York Mellon
New York
|
+$4.59M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.25M |
| 5 |
GJL
Gendell Jeffrey L
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$6.26M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$5.07M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$2.68M |
| 4 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$1.88M |
| 5 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$1.77M |
USX Hedge Fund Activity: Q1 2019 in Review
89 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) for Q1 2019, worth a combined $114M — up 21% from $94.1M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new USX positions and 15 closed out — a net gain of 7 holders — while 32 added to existing stakes and 25 trimmed.
The largest buyer was Portolan Capital Management, opening a new position worth an estimated $7.52M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $6.26M sold.
- 89 institutional investors held U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) as of Q1 2019, up from 82 in Q4 2018.
- Funds reported $114M of U.S. Xpress Enterprises, Inc. Class A Common Stock stock for Q1 2019, up 21% quarter-over-quarter.
- 22 funds opened new U.S. Xpress Enterprises, Inc. Class A Common Stock positions in Q1 2019 and 15 closed out, a net change of +7 holders.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock buyer in Q1 2019 was Portolan Capital Management, an estimated $7.52M added.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock seller in Q1 2019 was Vaughan Nelson Investment Management, an estimated $6.26M sold.
Based on aggregated 13F filings for Q1 2019.