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XRTX

XYRATEX LTD (BERMUDA)
XRTX

Delisted

XRTX was delisted on the 31st of March, 2014.

76 hedge funds and large institutions have $293M invested in XYRATEX LTD (BERMUDA) in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 30 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more capital invested

Capital invested by funds: $235M → $293M (+$58.1M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 7876 (-2)

19% less call options, than puts

Call options by funds: $431K | Put options by funds: $529K

57% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 30

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
22
Increased
13
Reduced
30
Closed
23
Calls
$431K
Puts
$529K
Net Calls
-$98K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
BSCM
1
Baker Street Capital Management
California
$82.3M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$22.3M -$216K -20,197 -1%
NC
3
Nokomis Capital
Texas
$18.2M -$1.86M -173,983 -11%
NRCM
4
Northern Right Capital Management
Connecticut
$16.2M +$13.1M +1,220,299 New
LIM
5
Longfellow Investment Management
Massachusetts
$15.5M +$12.5M +1,169,843 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$13M +$601K +56,181 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$9.63M -$1M -93,613 -11%
NCM
8
Nantahala Capital Management
Connecticut
$9.15M -$4.17M -390,000 -36%
WIC
9
Water Island Capital
New York
$8.33M +$6.71M +627,076 New
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$8.15M -$6.63M -619,400 -50%
GCL
11
Glazer Capital LLC
New York
$6.5M +$5.24M +489,235 New
BCM
12
BBT Capital Management
Texas
$6.43M +$1.93M +180,588 +59%
SG Americas Securities
13
SG Americas Securities
New York
$5.41M +$4.36M +407,350 New
AL
14
AJO LP
Pennsylvania
$5.33M -$2.25M -209,900 -34%
RA
15
Royce & Associates
New York
$5.05M -$8.07M -753,700 -66%
AC
16
AFAM Capital
Texas
$4.75M -$155K -14,507 -4%
QBFM
17
QS Batterymarch Financial Management
New York
$4.75M -$30.2K -2,820 -0.8%
COPPSERS
18
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.01M +$2.84M +265,166 +732%
ACM
19
Alistair Capital Management
Texas
$2.95M +$2.37M +221,700 New
PI
20
PineBridge Investments
New York
$2.94M +$2.37M +221,000 New
JP Morgan Chase
21
JP Morgan Chase
New York
$2.23M +$1.79M +167,718 New
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$2.18M
OAM
23
Oxford Asset Management
United Kingdom
$2.1M -$138K -12,863 -8%
RFC
24
Russell Frank Company
Washington
$1.91M -$239K -22,378 -13%
DGHMC
25
Dalton, Greiner, Hartman, Maher & Co
New York
$1.82M +$205K +19,152 +16%

XRTX Hedge Fund Activity: Q4 2013 in Review

76 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in XYRATEX LTD (BERMUDA) (XRTX) for Q4 2013, worth a combined $293M — up 25% from $235M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of XRTX and 22 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 13 added.

The largest buyer was Northern Right Capital Management, opening a new position worth an estimated $13.1M. The largest seller was Royce & Associates, cutting an estimated $8.07M.

  • 76 institutional investors held XYRATEX LTD (BERMUDA) (XRTX) as of Q4 2013, down from 78 in Q3 2013.
  • Funds reported $293M of XYRATEX LTD (BERMUDA) stock for Q4 2013, up 25% quarter-over-quarter.
  • 22 funds opened new XYRATEX LTD (BERMUDA) positions in Q4 2013 and 23 closed out, a net change of -1 holder.
  • The largest XYRATEX LTD (BERMUDA) buyer in Q4 2013 was Northern Right Capital Management, an estimated $13.1M added.
  • The largest XYRATEX LTD (BERMUDA) seller in Q4 2013 was Royce & Associates, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2013.