U S XPRESS ENTERPRISES INC USX
COM CL A · Common Stock · CUSIP 90338N202
0
institutional holders
-91 vs Q2 2023
—reported value*
0 new
0 added
0 reduced
90 sold out
net sold ≈ $130.5m (-21.6m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 55 |
| Q4 2022 | 48 |
| Q1 2023 | 70 |
| Q2 2023 | 91 |
| Q3 2023 | 0 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 18 | 26 |
| Q1 2023 | 52 | 24 |
| Q2 2023 | 58 | 32 |
| Q3 2023 | 0 | 90 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $13.2k | $0 | 0.00 |
| Q1 2023 | $2.2m | $3.5m | 1.60 |
| Q2 2023 | $459.8k | $2.4m | 5.16 |
| Q3 2023 | $0 | $0 | — |
Biggest buyers
| None |
Biggest sellers
| Man Group plc | Sold out | -1.8m |
| BlackRock Inc. | Sold out | -1.8m |
| Aristotle Capital Boston, LLC | Sold out | -1.6m |
| VANGUARD GROUP INC | Sold out | -1.4m |
| Carlson Capital, L.P. | Sold out | -1.2m |
| Ergoteles LLC | Sold out | -1.1m |
| GABELLI FUNDS LLC | Sold out | -936.1k |
| GARDNER LEWIS ASSET MANAGEMENT L P | Sold out | -916.6k |
| NEXPOINT ASSET MANAGEMENT, L.P. | Sold out | -679.9k |
| GABELLI & Co INVESTMENT ADVISERS, INC. | Sold out | -679.4k |
Holders, Q3 2023
| Manager | Shares | Change |
|---|