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Crexendo

21 hedge funds and large institutions have $4.68M invested in Crexendo in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

11% more funds holding

Funds holding: 1921 (+2)

0.13% more ownership

Funds ownership: 8.7%8.82% (+0.13%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

21% less capital invested

Capital invested by funds: $5.89M → $4.68M (-$1.21M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9K

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
4
Closed
3
Calls
Puts
$9K
Net Calls
-$9K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.31M -$50.8K -18,000 -3%
BA
2
Bard Associates
Illinois
$1.24M +$11.7K +4,150 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$936K +$9.88K +3,500 +0.9%
EIM
4
Essex Investment Management
Massachusetts
$486K +$91.9K +32,572 +19%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$225K
OGF
6
Orin Green Financial
California
$117K
IA
7
IFP Advisors
Florida
$99K
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$58K
GWS
9
Glassman Wealth Services
Virginia
$51K +$59.7K +21,134 New
BlackRock
10
BlackRock
New York
$43K -$1.43K -505 -3%
Northern Trust
11
Northern Trust
Illinois
$40K
State Street
12
State Street
Massachusetts
$30K
TSS
13
Two Sigma Securities
New York
$29K +$34K +12,034 New
Simplex Trading
14
Simplex Trading
Illinois
$4K +$5.46K +1,936 New
UBS Group
15
UBS Group
Switzerland
$1K -$6.11K -2,166 -79%
PAG
16
Private Advisor Group
New Jersey
-$34K -11,000 Closed
TCWM
17
Total Clarity Wealth Management
Illinois
-$6K -1,923 Closed
GWM
18
Geneos Wealth Management
Colorado
-$2K -666 Closed
Wells Fargo
19
Wells Fargo
California
-$14 -5 -7%
Morgan Stanley
20
Morgan Stanley
New York
+$3 +1 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
+$181 +64 New
Barclays
22
Barclays
United Kingdom
+$246 +87 New

CXDO Hedge Fund Activity: Q3 2022 in Review

21 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Crexendo (CXDO) for Q3 2022, worth a combined $4.68M — down 21% from $5.89M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CXDO positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Essex Investment Management, adding an estimated $91.9K. The largest seller was Creative Planning, cutting an estimated $50.8K.

  • 21 institutional investors held Crexendo (CXDO) as of Q3 2022, up from 19 in Q2 2022.
  • Funds reported $4.68M of Crexendo stock for Q3 2022, down 21% quarter-over-quarter.
  • 5 funds opened new Crexendo positions in Q3 2022 and 3 closed out, a net change of +2 holders.
  • The largest Crexendo buyer in Q3 2022 was Essex Investment Management, an estimated $91.9K added.
  • The largest Crexendo seller in Q3 2022 was Creative Planning, an estimated $50.8K sold.

Based on aggregated 13F filings for Q3 2022.