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Expro Ltd

135 hedge funds and large institutions have $619M invested in Expro Ltd in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 49

0.5% more ownership

Funds ownership: 4.59%5.09% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $625M → $619M (-$6.57M)

4% less funds holding

Funds holding: 140135 (-5)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

Holders
135
Holders Change
-5
Holders Change %
-3.57%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
51
Reduced
49
Closed
26
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
-$311K
Name Holding Trade Value Shares
Change
Change in
Stake
NI
1
Nuance Investments
Missouri
$117M +$39.1M +506,920 +51%
American Century Companies
2
American Century Companies
Missouri
$72.4M +$1.62M +20,977 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$67.6M -$11.2M -144,949 -14%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$65.7M +$48.7M +631,080 +298%
Norges Bank
5
Norges Bank
Norway
$26.9M +$15.4M +200,196 +146%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$26.9M +$1.12M +14,536 +4%
AI
7
Analytic Investors
California
$17.3M -$224K -2,907 -1%
Lazard Asset Management
8
Lazard Asset Management
New York
$16.1M -$4.68M -60,684 -23%
BIT
9
BlackRock Institutional Trust
California
$11.9M +$107K +1,393 +0.9%
State Street
10
State Street
Massachusetts
$9.72M +$393K +5,097 +4%
CWAM
11
Columbia Wanger Asset Management
Illinois
$9.32M -$228K -2,955 -2%
JP Morgan Chase
12
JP Morgan Chase
New York
$8.68M +$1.16M +14,988 +16%
GAM
13
Gotham Asset Management
New York
$8.52M +$898K +11,644 +12%
TAM
14
Tocqueville Asset Management
New York
$8.51M -$5.4M -70,059 -39%
Vanguard Group
15
Vanguard Group
Pennsylvania
$8.13M -$2.41M -31,296 -23%
Federated Hermes
16
Federated Hermes
Pennsylvania
$7.92M +$7.83M +101,530 New
AAMU
17
Amundi Asset Management US
Massachusetts
$6.41M
BFA
18
BlackRock Fund Advisors
California
$6.18M -$1.07M -13,813 -15%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$6.04M +$2.16M +27,960 +56%
CLM
20
ClearBridge LLC (Maryland)
Maryland
$5.95M
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$5.67M +$5.61M +72,717 New
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$5.6M +$643K +8,334 +13%
RA
23
Royce & Associates
New York
$5.6M -$288K -3,740 -5%
Millennium Management
24
Millennium Management
New York
$4.65M +$4.59M +59,574 New
EOCM
25
Energy Opportunities Capital Management
Texas
$4.35M -$922K -11,950 -18%

XPRO Hedge Fund Activity: Q3 2016 in Review

135 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Expro Ltd (XPRO) for Q3 2016, worth a combined $619M — down 1.1% from $625M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of XPRO and 21 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 51 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $48.7M. The largest seller was First Trust Advisors, cutting an estimated $19M.

  • 135 institutional investors held Expro Ltd (XPRO) as of Q3 2016, down from 140 in Q2 2016.
  • Funds reported $619M of Expro Ltd stock for Q3 2016, down 1.1% quarter-over-quarter.
  • 21 funds opened new Expro Ltd positions in Q3 2016 and 26 closed out, a net change of -5 holders.
  • The largest Expro Ltd buyer in Q3 2016 was T. Rowe Price Associates, an estimated $48.7M added.
  • The largest Expro Ltd seller in Q3 2016 was First Trust Advisors, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2016.