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Expro Ltd

85 hedge funds and large institutions have $603M invested in Expro Ltd in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $273K | Put options by funds: $103K

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more capital invested

Capital invested by funds: $427M → $603M (+$176M)

0% less ownership

Funds ownership: 5.76%5.76% (-0%)

15% less funds holding

Funds holding: 10085 (-15)

68% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 22

Holders
85
Holders Change
-15
Holders Change %
-15%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
46
Reduced
20
Closed
22
Calls
$273K
Puts
$103K
Net Calls
+$170K
Net Calls Change
+$241K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$121M -$15.7M -369,061 -12%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$118M +$5.13M +120,934 +5%
BCI
3
Bain Capital Investors
Massachusetts
$66.4M
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$54.4M +$2.24M +52,746 +5%
BlackRock
5
BlackRock
New York
$41.9M +$8.48M +199,736 +29%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$23.7M -$13.1M -308,363 -38%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$16.3M +$12.9M +303,072 +657%
FPA
8
First Pacific Advisors
California
$14.4M +$3.79M +89,358 +41%
State Street
9
State Street
Massachusetts
$14M +$2.22M +52,273 +21%
WCM
10
Wedge Capital Management
North Carolina
$12.9M +$2.15M +50,693 +23%
EVM
11
Eaton Vance Management
Massachusetts
$11.7M -$10.6M -250,000 -50%
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$11.5M -$349K -8,231 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$11.3M +$4.05M +95,339 +65%
Vanguard Group
14
Vanguard Group
Pennsylvania
$10.3M +$223K +5,263 +2%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$8.43M +$1.06M +25,000 +16%
Norges Bank
16
Norges Bank
Norway
$7.16M +$1.88M +44,405 +41%
Northern Trust
17
Northern Trust
Illinois
$6.69M +$1.6M +37,779 +36%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.84M +$5.56K +131 +0.1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$4.82M +$618K +14,568 +16%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$3.81M +$3.12M +73,594 +938%
SII
21
Silchester International Investors
United Kingdom
$3.8M +$452K +10,641 +15%
Ameriprise
22
Ameriprise
Minnesota
$3.37M +$722K +17,015 +31%
Charles Schwab
23
Charles Schwab
California
$3.29M +$1.4M +33,069 +89%
Comerica Bank
24
Comerica Bank
Texas
$2.53M +$352K +8,289 +20%
Invesco
25
Invesco
Georgia
$2.15M +$765K +18,028 +65%

XPRO Hedge Fund Activity: Q2 2018 in Review

85 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Expro Ltd (XPRO) for Q2 2018, worth a combined $603M — up 41% from $427M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XPRO and 7 opened new positions — a net loss of 15 holders — while 20 trimmed existing stakes and 46 added.

The largest buyer was Bank of New York Mellon, adding an estimated $12.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $15.7M.

  • 85 institutional investors held Expro Ltd (XPRO) as of Q2 2018, down from 100 in Q1 2018.
  • Funds reported $603M of Expro Ltd stock for Q2 2018, up 41% quarter-over-quarter.
  • 7 funds opened new Expro Ltd positions in Q2 2018 and 22 closed out, a net change of -15 holders.
  • The largest Expro Ltd buyer in Q2 2018 was Bank of New York Mellon, an estimated $12.9M added.
  • The largest Expro Ltd seller in Q2 2018 was T. Rowe Price Associates, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2018.