U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
USX was delisted on the 30th of June, 2023.
80 hedge funds and large institutions have $102M invested in U.S. Xpress Enterprises, Inc. Class A Common Stock in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 9 closing their positions.
201% more call options, than puts
Call options by funds: $286K | Put options by funds: $95K
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
13% more funds holding
Funds holding: 71 → 80 (+9)
1.16% less ownership
Funds ownership: 51.27% → 50.11% (-1.2%)
33% less capital invested
Capital invested by funds: $153M → $102M (-$51.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Becker Capital Management
Portland,
Oregon
|
+$2.11M |
| 2 |
RA
Royce & Associates
New York
|
+$1.88M |
| 3 |
BlackRock
New York
|
+$1.12M |
| 4 |
First Eagle Investment Management
New York
|
+$1.07M |
| 5 |
PH
Pinnacle Holdings
Tulsa,
Oklahoma
|
+$943K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.48M |
| 2 |
JAMONY
Jacob Asset Management of New York
Hermosa Beach,
California
|
-$2.24M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$1.65M |
| 4 |
CC
Cornerstone Capital
Palo Alto,
California
|
-$1.34M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.21M |
USX Hedge Fund Activity: Q4 2021 in Review
80 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) for Q4 2021, worth a combined $102M — down 33% from $153M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new USX positions and 9 closed out — a net gain of 9 holders — while 27 added to existing stakes and 23 trimmed.
The largest buyer was Becker Capital Management, adding an estimated $2.11M. The largest seller was Morgan Stanley, cutting an estimated $3.48M.
- 80 institutional investors held U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) as of Q4 2021, up from 71 in Q3 2021.
- Funds reported $102M of U.S. Xpress Enterprises, Inc. Class A Common Stock stock for Q4 2021, down 33% quarter-over-quarter.
- 18 funds opened new U.S. Xpress Enterprises, Inc. Class A Common Stock positions in Q4 2021 and 9 closed out, a net change of +9 holders.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock buyer in Q4 2021 was Becker Capital Management, an estimated $2.11M added.
- The largest U.S. Xpress Enterprises, Inc. Class A Common Stock seller in Q4 2021 was Morgan Stanley, an estimated $3.48M sold.
Based on aggregated 13F filings for Q4 2021.