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XRTX

XYRATEX LTD (BERMUDA)
XRTX

Delisted

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

61 hedge funds and large institutions have $189M invested in XYRATEX LTD (BERMUDA) in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% less funds holding

Funds holding: 7661 (-15)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

35% less capital invested

Capital invested by funds: $293M → $189M (-$104M)

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5.72M

Holders
61
Holders Change
-15
Holders Change %
-19.74%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
12
Increased
17
Reduced
24
Closed
27
Calls
Puts
$5.72M
Net Calls
-$5.72M
Net Calls Change
-$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
1
Water Island Capital
New York
$32.1M +$23.7M +1,795,442 +286%
LIM
2
Longfellow Investment Management
Massachusetts
$15.5M
NC
3
Nokomis Capital
Texas
$15.5M -$2.64M -199,457 -15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.9M
GLAM
5
Gardner Lewis Asset Management
Pennsylvania
$11.7M +$11.7M +881,916 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$8.94M -$661K -50,000 -7%
PI
7
PineBridge Investments
New York
$8.9M +$5.96M +451,000 +204%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.43M +$6.19M +468,751 +279%
Renaissance Technologies
9
Renaissance Technologies
New York
$6.81M +$5.46M +413,106 +408%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5M -$17.2M -1,300,906 -77%
NCM
11
Nantahala Capital Management
Connecticut
$4.86M -$4.25M -321,414 -47%
COPPSERS
12
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.68M +$693K +52,454 +17%
Morgan Stanley
13
Morgan Stanley
New York
$4.61M +$3.94M +298,395 +603%
QBFM
14
QS Batterymarch Financial Management
New York
$4.46M -$265K -20,050 -6%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$3.94M -$4.17M -315,700 -51%
OAC
16
OMERS Administration Corp
Ontario, Canada
$2.99M +$1.94M +147,000 +186%
GCL
17
Glazer Capital LLC
New York
$2.95M -$3.53M -266,797 -55%
ACM
18
Alistair Capital Management
Texas
$2.76M -$177K -13,400 -6%
OAM
19
Oxford Asset Management
United Kingdom
$2.1M
BCMU
20
BlueCrest Capital Management (UK)
Guernsey
$2.02M +$470K +35,568 +30%
LOM
21
Loeb Offshore Management
New York
$1.99M +$820K +62,068 +71%
GAM
22
Gotham Asset Management
New York
$1.89M +$1.88M +142,534 New
DGHMC
23
Dalton, Greiner, Hartman, Maher & Co
New York
$1.7M -$117K -8,868 -6%
TC
24
TFS Capital
Pennsylvania
$1.49M +$662K +50,067 +80%
PCM
25
Prelude Capital Management
New York
$1.47M +$1.4M +106,224 +2,124%

XRTX Hedge Fund Activity: Q1 2014 in Review

61 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in XYRATEX LTD (BERMUDA) (XRTX) for Q1 2014, worth a combined $189M — down 35% from $293M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of XRTX and 12 opened new positions — a net loss of 15 holders — while 24 trimmed existing stakes and 17 added.

The largest buyer was Water Island Capital, adding an estimated $23.7M. The largest seller was Baker Street Capital Management, exiting entirely with an estimated $82.3M sold.

  • 61 institutional investors held XYRATEX LTD (BERMUDA) (XRTX) as of Q1 2014, down from 76 in Q4 2013.
  • Funds reported $189M of XYRATEX LTD (BERMUDA) stock for Q1 2014, down 35% quarter-over-quarter.
  • 12 funds opened new XYRATEX LTD (BERMUDA) positions in Q1 2014 and 27 closed out, a net change of -15 holders.
  • The largest XYRATEX LTD (BERMUDA) buyer in Q1 2014 was Water Island Capital, an estimated $23.7M added.
  • The largest XYRATEX LTD (BERMUDA) seller in Q1 2014 was Baker Street Capital Management, an estimated $82.3M sold.

Based on aggregated 13F filings for Q1 2014.