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Expro Ltd

101 hedge funds and large institutions have $542M invested in Expro Ltd in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more call options, than puts

Call options by funds: $419K | Put options by funds: $77K

0.19% more ownership

Funds ownership: 5.06%5.25% (+0.19%)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

3% less capital invested

Capital invested by funds: $561M → $542M (-$19.5M)

8% less funds holding

Funds holding: 110101 (-9)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
101
Holders Change
-9
Holders Change %
-8.18%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
34
Reduced
34
Closed
23
Calls
$419K
Puts
$77K
Net Calls
+$342K
Net Calls Change
+$443K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$125M +$18.3M +407,680 +18%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$70.2M +$45.8M +1,022,885 +207%
BCI
3
Bain Capital Investors
Massachusetts
$65.7M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$48.6M -$4.31M -96,171 -8%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$45.3M +$2.81M +62,707 +7%
BlackRock
6
BlackRock
New York
$32.3M +$5M +111,642 +19%
NI
7
Nuance Investments
Missouri
$19.6M -$33.9M -757,302 -64%
WCM
8
Wedge Capital Management
North Carolina
$16.1M -$739K -16,510 -5%
State Street
9
State Street
Massachusetts
$13.1M +$2.08M +46,417 +20%
Citadel Advisors
10
Citadel Advisors
Florida
$10M +$266K +5,950 +3%
Vanguard Group
11
Vanguard Group
Pennsylvania
$9.18M +$485K +10,840 +6%
FPA
12
First Pacific Advisors
California
$7.9M +$7.64M +170,548 New
Millennium Management
13
Millennium Management
New York
$7.52M +$5.79M +129,266 +390%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$7.19M +$746K +16,667 +12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$6.03M -$919K -20,513 -14%
LCM
16
Laurion Capital Management
New York
$5.46M +$5.28M +117,852 New
Northern Trust
17
Northern Trust
Illinois
$5.07M +$59.2K +1,321 +1%
TAM
18
Tocqueville Asset Management
New York
$4.93M -$2.38M -53,233 -33%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.24M +$20.4K +455 +0.7%
Bank of America
20
Bank of America
North Carolina
$2.63M +$901K +20,119 +55%
RA
21
Royce & Associates
New York
$2.56M -$69.4K -1,550 -3%
SCM
22
Sterneck Capital Management
Missouri
$2.33M +$16K +357 +0.7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.07M -$138K -3,089 -6%
Charles Schwab
24
Charles Schwab
California
$2.05M +$114K +2,539 +6%
PPA
25
Parametric Portfolio Associates
Washington
$2.01M -$178K -3,974 -8%

XPRO Hedge Fund Activity: Q3 2017 in Review

101 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Expro Ltd (XPRO) for Q3 2017, worth a combined $542M — down 3.5% from $561M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of XPRO and 15 opened new positions — a net loss of 8 holders — while 34 trimmed existing stakes and 34 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $45.8M. The largest seller was Nuance Investments, cutting an estimated $33.9M.

  • 101 institutional investors held Expro Ltd (XPRO) as of Q3 2017, down from 110 in Q2 2017.
  • Funds reported $542M of Expro Ltd stock for Q3 2017, down 3.5% quarter-over-quarter.
  • 15 funds opened new Expro Ltd positions in Q3 2017 and 23 closed out, a net change of -8 holders.
  • The largest Expro Ltd buyer in Q3 2017 was Hotchkis & Wiley Capital Management, an estimated $45.8M added.
  • The largest Expro Ltd seller in Q3 2017 was Nuance Investments, an estimated $33.9M sold.

Based on aggregated 13F filings for Q3 2017.