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Expro Ltd

100 hedge funds and large institutions have $824M invested in Expro Ltd in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

0.03% less ownership

Funds ownership: 3.64%3.61% (-0.03%)

6% less funds holding

Funds holding: 106100 (-6)

9% less capital invested

Capital invested by funds: $907M → $824M (-$83M)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

66% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $3.94M

Holders
100
Holders Change
-6
Holders Change %
-5.66%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
36
Reduced
36
Closed
20
Calls
$1.32M
Puts
$3.94M
Net Calls
-$2.62M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
-$61.6M -380,124 Closed
Capital World Investors
102
Capital World Investors
California
-$36M -222,500 Closed
Capital Research Global Investors
103
Capital Research Global Investors
California
-$12.6M -77,850 Closed
IAM
104
Impala Asset Management
Florida
-$6.09M -37,613 Closed
SCM
105
SIR Capital Management
New York
-$5.31M -32,750 Closed
FMLI
106
Fukoku Mutual Life Insurance
Japan
-$1.22M -7,500 Closed
RJA
107
Raymond James & Associates
Florida
-$1.08M -6,675 Closed
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$871 -5,379 Closed
TCM
109
Tygh Capital Management
Oregon
-$771K -4,756 Closed
PAM
110
Panagora Asset Management
Massachusetts
-$438K -2,707 Closed
WSA
111
Wall Street Associates
California
-$262K -1,615 Closed
BAAM
112
Baker Avenue Asset Management
California
-$236K -1,458 Closed
TC
113
TFS Capital
Pennsylvania
-$201K -1,242 Closed
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
-$54K -333 Closed
Citigroup
115
Citigroup
New York
-$29K -180 Closed
BJ
116
BlackRock Japan
Japan
-$21K -130 Closed
HNB
117
Huntington National Bank
Ohio
-$11K -69 Closed
RFA
118
Reilly Financial Advisors
California
-$10K -60 Closed
ASN
119
Advisory Services Network
Georgia
-$6K -40 Closed
WA
120
WFG Advisors
Texas
-$3K -16 Closed

XPRO Hedge Fund Activity: Q1 2014 in Review

100 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Expro Ltd (XPRO) for Q1 2014, worth a combined $824M — down 9.2% from $907M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of XPRO and 16 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 36 added.

The largest buyer was Perkins Investment Management, opening a new position worth an estimated $53.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $61.6M sold.

  • 100 institutional investors held Expro Ltd (XPRO) as of Q1 2014, down from 106 in Q4 2013.
  • Funds reported $824M of Expro Ltd stock for Q1 2014, down 9.2% quarter-over-quarter.
  • 16 funds opened new Expro Ltd positions in Q1 2014 and 20 closed out, a net change of -4 holders.
  • The largest Expro Ltd buyer in Q1 2014 was Perkins Investment Management, an estimated $53.5M added.
  • The largest Expro Ltd seller in Q1 2014 was Balyasny Asset Management, an estimated $61.6M sold.

Based on aggregated 13F filings for Q1 2014.