U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
USX was delisted on the 30th of June, 2023.
68 hedge funds and large institutions have $99.4M invested in U.S. Xpress Enterprises, Inc. Class A Common Stock in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 12 closing their positions.
72% more capital invested
Capital invested by funds: $58M → $99.4M (+$41.5M)
6% less funds holding
Funds holding: 72 → 68 (-4)
12% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 26
22% less call options, than puts
Call options by funds: $950K | Put options by funds: $1.22M
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$2.25M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$1.56M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.28M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$684K |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Towle & Co
Denver,
Colorado
|
-$3.74M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.86M |
| 3 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$1.04M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$709K |
| 5 |
Barclays
London,
United Kingdom
|
-$467K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$36K | -10,824 | Closed |
|
77
VOYA Investment Management
Atlanta,
Georgia
| – | -$36K | -10,709 | Closed |
|
|
CFA
78
Capstone Financial Advisors
Downers Grove,
Illinois
| – | -$33K | -10,000 | Closed |
|
79
Group One Trading
Chicago,
Illinois
| – | -$2.55K | -559 | Closed |
|
USX Hedge Fund Activity: Q2 2020 in Review
68 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) for Q2 2020, worth a combined $99.4M — up 72% from $58M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of USX and 9 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 23 added.
The largest buyer was Aristotle Capital Boston, adding an estimated $2.25M. The largest seller was Towle & Co, exiting entirely with an estimated $3.74M sold.
- 68 institutional investors held U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) as of Q2 2020, down from 72 in Q1 2020.
- Funds reported $99.4M of U.S. Xpress Enterprises, Inc. Class A Common Stock stock for Q2 2020, up 72% quarter-over-quarter.
- 9 funds opened new U.S. Xpress Enterprises, Inc. Class A Common Stock positions in Q2 2020 and 12 closed out, a net change of -3 holders.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock buyer in Q2 2020 was Aristotle Capital Boston, an estimated $2.25M added.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock seller in Q2 2020 was Towle & Co, an estimated $3.74M sold.
Based on aggregated 13F filings for Q2 2020.