U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
USX was delisted on the 30th of June, 2023.
78 hedge funds and large institutions have $270M invested in U.S. Xpress Enterprises, Inc. Class A Common Stock in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 19 closing their positions.
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
30% more funds holding
Funds holding: 60 → 78 (+18)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.45% less ownership
Funds ownership: 60.04% → 59.59% (-0.45%)
9% less capital invested
Capital invested by funds: $296M → $270M (-$26.5M)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
22% less call options, than puts
Call options by funds: $1.44M | Put options by funds: $1.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$17.4M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$11.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.12M |
| 4 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
+$7.54M |
| 5 |
ZP
Zimmer Partners
New York
|
+$5.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.69M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$7.36M |
| 3 |
Millennium Management
New York
|
-$6.94M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$5.59M |
| 5 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$5.45M |
USX Hedge Fund Activity: Q3 2018 in Review
78 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) for Q3 2018, worth a combined $270M — down 8.9% from $296M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new USX positions and 19 closed out — a net gain of 18 holders — while 18 added to existing stakes and 20 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $7.69M.
- 78 institutional investors held U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) as of Q3 2018, up from 60 in Q2 2018.
- Funds reported $270M of U.S. Xpress Enterprises, Inc. Class A Common Stock stock for Q3 2018, down 8.9% quarter-over-quarter.
- 37 funds opened new U.S. Xpress Enterprises, Inc. Class A Common Stock positions in Q3 2018 and 19 closed out, a net change of +18 holders.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock buyer in Q3 2018 was BlackRock, an estimated $17.4M added.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock seller in Q3 2018 was Bank of America, an estimated $7.69M sold.
Based on aggregated 13F filings for Q3 2018.