U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
USX was delisted on the 30th of June, 2023.
90 hedge funds and large institutions have $132M invested in U.S. Xpress Enterprises, Inc. Class A Common Stock in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 14 closing their positions.
157% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 14
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
32% more funds holding
Funds holding: 68 → 90 (+22)
10% more capital invested
Capital invested by funds: $119M → $132M (+$12.2M)
81% less call options, than puts
Call options by funds: $460K | Put options by funds: $2.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
+$10.9M |
| 2 |
BlackRock
New York
|
+$9.05M |
| 3 |
GLAM
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
+$5.55M |
| 4 |
TC
Trium Capital
London,
United Kingdom
|
+$4.39M |
| 5 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$4.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$9.8M |
| 2 |
BCM
Becker Capital Management
Portland,
Oregon
|
-$4.96M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$3.65M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.19M |
| 5 |
TAC
Twenty Acre Capital
Newtown,
Pennsylvania
|
-$2.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPA
101
West Paces Advisors
Atlanta,
Georgia
| – | -$128K | -21,475 | Closed |
|
|
CCM
102
Chilton Capital Management
Houston,
Texas
| – | -$5.16K | -869 | Closed |
|
|
CAL
103
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$236 | +39 | New |
|
104
Comerica Bank
Dallas,
Texas
| – | +$864K | +142,596 | New |
|
USX Hedge Fund Activity: Q2 2023 in Review
90 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) for Q2 2023, worth a combined $132M — up 10% from $119M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new USX positions and 14 closed out — a net gain of 22 holders — while 24 added to existing stakes and 17 trimmed.
The largest buyer was Man Group, opening a new position worth an estimated $10.9M. The largest seller was Tudor Investment Corp, exiting entirely with an estimated $9.8M sold.
- 90 institutional investors held U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) as of Q2 2023, up from 68 in Q1 2023.
- Funds reported $132M of U.S. Xpress Enterprises, Inc. Class A Common Stock stock for Q2 2023, up 10% quarter-over-quarter.
- 36 funds opened new U.S. Xpress Enterprises, Inc. Class A Common Stock positions in Q2 2023 and 14 closed out, a net change of +22 holders.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock buyer in Q2 2023 was Man Group, an estimated $10.9M added.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock seller in Q2 2023 was Tudor Investment Corp, an estimated $9.8M sold.
Based on aggregated 13F filings for Q2 2023.