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Crexendo

27 hedge funds and large institutions have $4.32M invested in Crexendo in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more call options, than puts

Call options by funds: $2K | Put options by funds: $1K

29% more funds holding

Funds holding: 2127 (+6)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

1.11% more ownership

Funds ownership: 8.82%9.93% (+1.1%)

8% less capital invested

Capital invested by funds: $4.68M → $4.32M (-$359K)

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
5
Closed
3
Calls
$2K
Puts
$1K
Net Calls
+$1K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$1.16M +$203K +91,440 +18%
Creative Planning
2
Creative Planning
Kansas
$1.01M -$37.5K -16,914 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$741K +$595 +268 +0.1%
EIM
4
Essex Investment Management
Massachusetts
$507K +$142K +64,153 +32%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$181K +$3.81K +1,718 +2%
IA
6
IFP Advisors
Florida
$99K
OGF
7
Orin Green Financial
California
$93K
TCM
8
Traynor Capital Management
Pennsylvania
$85.1K
Millennium Management
9
Millennium Management
New York
$81K +$94.8K +42,698 New
Citadel Advisors
10
Citadel Advisors
Florida
$64.9K +$75.8K +34,158 New
Renaissance Technologies
11
Renaissance Technologies
New York
$48K +$56.5K +25,437 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$46K
LCM
13
Legato Capital Management
California
$42.8K +$50K +22,514 New
BlackRock
14
BlackRock
New York
$34.6K +$897 +404 +2%
Northern Trust
15
Northern Trust
Illinois
$31.8K
Prudential Financial
16
Prudential Financial
New Jersey
$26.2K +$30.6K +13,800 New
State Street
17
State Street
Massachusetts
$24K
BFG
18
Bleakley Financial Group
New Jersey
$20.9K +$24.4K +11,000 New
GWS
19
Glassman Wealth Services
Virginia
$20.1K -$23.5K -10,567 -50%
TRCT
20
Tower Research Capital (TRC)
New York
$3K +$3.92K +1,768 New
Simplex Trading
21
Simplex Trading
Illinois
$1K -$3.12K -1,406 -73%
UBS Group
22
UBS Group
Switzerland
$397 -$799 -360 -63%
Morgan Stanley
23
Morgan Stanley
New York
$190 -$2 -1 -1%
Wells Fargo
24
Wells Fargo
California
$124 +$4 +2 +3%
HI
25
Harbour Investments
Wisconsin
$76

CXDO Hedge Fund Activity: Q4 2022 in Review

27 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Crexendo (CXDO) for Q4 2022, worth a combined $4.32M — down 7.7% from $4.68M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CXDO positions and 3 closed out — a net gain of 6 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Bard Associates, adding an estimated $203K. The largest seller was Creative Planning, cutting an estimated $37.5K.

  • 27 institutional investors held Crexendo (CXDO) as of Q4 2022, up from 21 in Q3 2022.
  • Funds reported $4.32M of Crexendo stock for Q4 2022, down 7.7% quarter-over-quarter.
  • 9 funds opened new Crexendo positions in Q4 2022 and 3 closed out, a net change of +6 holders.
  • The largest Crexendo buyer in Q4 2022 was Bard Associates, an estimated $203K added.
  • The largest Crexendo seller in Q4 2022 was Creative Planning, an estimated $37.5K sold.

Based on aggregated 13F filings for Q4 2022.