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Expro Ltd

140 hedge funds and large institutions have $625M invested in Expro Ltd in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $606M → $625M (+$19.8M)

0.62% more ownership

Funds ownership: 3.97%4.59% (+0.62%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

1% less funds holding

Funds holding: 142140 (-2)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
140
Holders Change
-2
Holders Change %
-1.41%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
24
Increased
51
Reduced
51
Closed
24
Calls
$322K
Puts
Net Calls
+$322K
Net Calls Change
+$322K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$88.6M +$499K +5,251 +0.5%
NI
2
Nuance Investments
Missouri
$86.8M -$12.7M -133,441 -12%
American Century Companies
3
American Century Companies
Missouri
$79.6M +$73.1M +769,514 +558%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$28.9M +$4.51M +47,463 +17%
Lazard Asset Management
5
Lazard Asset Management
New York
$23.4M +$302K +3,181 +1%
First Trust Advisors
6
First Trust Advisors
Illinois
$22.6M +$24M +252,126 +4,262%
AI
7
Analytic Investors
California
$19.7M
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$18.5M +$20.1M +211,523 New
TAM
9
Tocqueville Asset Management
New York
$15.7M -$2.15M -22,616 -11%
BIT
10
BlackRock Institutional Trust
California
$13.2M -$21.9K -230 -0.2%
Norges Bank
11
Norges Bank
Norway
$12M
Vanguard Group
12
Vanguard Group
Pennsylvania
$11.9M -$32.2K -339 -0.2%
CWAM
13
Columbia Wanger Asset Management
Illinois
$10.7M +$11.6M +122,440 New
State Street
14
State Street
Massachusetts
$10.5M +$2.44M +25,706 +27%
GAM
15
Gotham Asset Management
New York
$8.56M +$2.91M +30,632 +46%
JP Morgan Chase
16
JP Morgan Chase
New York
$8.44M -$206K -2,168 -2%
Morgan Stanley
17
Morgan Stanley
New York
$8.41M -$5.08M -53,495 -36%
BFA
18
BlackRock Fund Advisors
California
$8.15M -$53K -558 -0.6%
AAMU
19
Amundi Asset Management US
Massachusetts
$7.2M -$33.1K -348 -0.4%
CIM
20
Calvert Investment Management
Maryland
$7.05M -$709K -7,463 -8%
CLM
21
ClearBridge LLC (Maryland)
Maryland
$6.69M -$561K -5,897 -7%
RA
22
Royce & Associates
New York
$6.62M +$2.58M +27,167 +56%
EOCM
23
Energy Opportunities Capital Management
Texas
$5.93M -$27K -284 -0.4%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$5.72M -$2.4M -25,249 -28%
Deutsche Bank
25
Deutsche Bank
Germany
$5.61M +$3.52M +37,011 +137%

XPRO Hedge Fund Activity: Q2 2016 in Review

140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Expro Ltd (XPRO) for Q2 2016, worth a combined $625M — up 3.3% from $606M a quarter earlier.

Fund positioning in XPRO was balanced in Q2 2016: 24 funds opened new positions, 24 closed out, 51 added to existing stakes and 51 trimmed.

The largest buyer was American Century Companies, adding an estimated $73.1M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $19.7M sold.

  • 140 institutional investors held Expro Ltd (XPRO) as of Q2 2016, down from 142 in Q1 2016.
  • Funds reported $625M of Expro Ltd stock for Q2 2016, up 3.3% quarter-over-quarter.
  • 24 funds opened new Expro Ltd positions in Q2 2016 and 24 closed out, a net change of 0 holders.
  • The largest Expro Ltd buyer in Q2 2016 was American Century Companies, an estimated $73.1M added.
  • The largest Expro Ltd seller in Q2 2016 was Champlain Investment Partners, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2016.