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USX

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

Delisted

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

68 hedge funds and large institutions have $119M invested in U.S. Xpress Enterprises, Inc. Class A Common Stock in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more capital invested

Capital invested by funds: $25.7M → $119M (+$93.8M)

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

42% more funds holding

Funds holding: 4868 (+20)

38% less call options, than puts

Call options by funds: $2.16M | Put options by funds: $3.46M

Holders
68
Holders Change
+20
Holders Change %
+41.67%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
19
Reduced
11
Closed
14
Calls
$2.16M
Puts
$3.46M
Net Calls
-$1.31M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
GH
51
GAM Holding
Switzerland
$214K +$84.2K +36,000 New
Wolverine Trading
52
Wolverine Trading
Illinois
$198K +$77.6K +33,177 New
Connor, Clark & Lunn Investment Management (CC&L)
53
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$171K +$67.2K +28,753 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$169K +$66.6K +28,500 New
Bank of America
55
Bank of America
North Carolina
$132K +$13K +5,558 +33%
Charles Schwab
56
Charles Schwab
California
$131K +$51.4K +21,997 New
WPA
57
West Paces Advisors
Georgia
$128K +$23.4K +10,000 +87%
Creative Planning
58
Creative Planning
Kansas
$119K +$46.8K +20,001 New
Bank of New York Mellon
59
Bank of New York Mellon
New York
$114K +$45.1K +19,273 New
VF
60
Virtu Financial
New York
$103K +$40.7K +17,418 New
HWA
61
HHM Wealth Advisors
Tennessee
$95K +$9.35K +4,000 +33%
UBS Group
62
UBS Group
Switzerland
$76K +$14.1K +6,041 +89%
Osaic Holdings
63
Osaic Holdings
Arizona
$19.6K -$23.4K -10,000 -75%
EWA
64
EverSource Wealth Advisors
Alabama
$17.3K +$6.8K +2,907 New
AF
65
Allworth Financial
California
$11.9K +$4.68K +2,000 New
Wells Fargo
66
Wells Fargo
California
$9K -$1.51K -647 -30%
CCM
67
Chilton Capital Management
Texas
$5.16K +$2.03K +869 New
GWM
68
Geneos Wealth Management
Colorado
$1.19K +$468 +200 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$89 +$35 +15 New
T. Rowe Price Investment Management
70
T. Rowe Price Investment Management
Maryland
-$4.98M -2,753,550 Closed
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
-$369K -204,052 Closed
WMSA
72
Weiss Multi-Strategy Advisers
New York
-$263K -145,370 Closed
Invesco
73
Invesco
Georgia
-$253K -139,790 Closed
AIS
74
AM Investment Strategies
Tennessee
-$114K -63,000 Closed
SCP
75
Silverleafe Capital Partners
Tennessee
-$54.3K -30,000 Closed

USX Hedge Fund Activity: Q1 2023 in Review

68 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) for Q1 2023, worth a combined $119M — up 365% from $25.7M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new USX positions and 14 closed out — a net gain of 20 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Tudor Investment Corp, opening a new position worth an estimated $3.86M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $4.98M sold.

  • 68 institutional investors held U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) as of Q1 2023, up from 48 in Q4 2022.
  • Funds reported $119M of U.S. Xpress Enterprises, Inc. Class A Common Stock stock for Q1 2023, up 365% quarter-over-quarter.
  • 34 funds opened new U.S. Xpress Enterprises, Inc. Class A Common Stock positions in Q1 2023 and 14 closed out, a net change of +20 holders.
  • The largest U.S. Xpress Enterprises, Inc. Class A Common Stock buyer in Q1 2023 was Tudor Investment Corp, an estimated $3.86M added.
  • The largest U.S. Xpress Enterprises, Inc. Class A Common Stock seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2023.