U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
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.
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: 63 → 72 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$4.14M |
| 2 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$3.99M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.06M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.69M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Towle & Co
Denver,
Colorado
|
-$5.29M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.33M |
| 4 |
GJL
Gendell Jeffrey L
|
-$2.9M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Balyasny Asset Management
Chicago,
Illinois
| – | -$268K | -53,275 | Closed |
|
77
Parallax Volatility Advisers
San Francisco,
California
| – | -$105K | -20,957 | Closed |
|
|
RJA
78
Raymond James & Associates
St Petersburg,
Florida
| – | -$75K | -15,000 | Closed |
|
79
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$213 | +44 | 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.