U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
USX was delisted on the 30th of June, 2023.
73 hedge funds and large institutions have $83.5M invested in U.S. Xpress Enterprises, Inc. Class A Common Stock in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 19 closing their positions.
2% more call options, than puts
Call options by funds: $486K | Put options by funds: $476K
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
1.97% less ownership
Funds ownership: 54.04% → 52.07% (-2%)
3% less funds holding
Funds holding: 75 → 73 (-2)
9% less capital invested
Capital invested by funds: $91.6M → $83.5M (-$8.15M)
13% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.57M |
| 2 |
TC
Towle & Co
Denver,
Colorado
|
+$3.49M |
| 3 |
SAM
Scopus Asset Management
New York
|
+$3.39M |
| 4 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$2.48M |
| 5 |
JP Morgan Chase
New York
|
+$716K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$4.93M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$3.33M |
| 3 |
ZP
Zimmer Partners
New York
|
-$2.95M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$2.7M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.17M |
USX Hedge Fund Activity: Q3 2019 in Review
73 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) for Q3 2019, worth a combined $83.5M — down 8.9% from $91.6M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of USX and 18 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 21 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $4.57M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $4.93M sold.
- 73 institutional investors held U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) as of Q3 2019, down from 75 in Q2 2019.
- Funds reported $83.5M of U.S. Xpress Enterprises, Inc. Class A Common Stock stock for Q3 2019, down 8.9% quarter-over-quarter.
- 18 funds opened new U.S. Xpress Enterprises, Inc. Class A Common Stock positions in Q3 2019 and 19 closed out, a net change of -1 holder.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock buyer in Q3 2019 was Wellington Management Group, an estimated $4.57M added.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock seller in Q3 2019 was Portolan Capital Management, an estimated $4.93M sold.
Based on aggregated 13F filings for Q3 2019.