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Expedia Group

825 hedge funds and large institutions have $17.1B invested in Expedia Group in 2024 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 317 increasing their positions, 277 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 81

14% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 277

4% more funds holding

Funds holding: 793825 (+32)

0.64% more ownership

Funds ownership: 94.12%94.76% (+0.64%)

4% less call options, than puts

Call options by funds: $631M | Put options by funds: $655M

10% less capital invested

Capital invested by funds: $19B → $17.1B (-$2B)

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

Holders
825
Holders Change
+32
Holders Change %
+4.04%
% of All Funds
11.88%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.16%
New
124
Increased
317
Reduced
277
Closed
81
Calls
$631M
Puts
$655M
Net Calls
-$24.3M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
KI
576
Kapitalo Investimentos
Brazil
$312K +$174K +1,227 +118%
EWM
577
Evercore Wealth Management
New York
$310K
CCA
578
Covey Capital Advisors
Georgia
$309K -$105K -736 -25%
BPCA
579
Bank Pictet & Cie (Asia)
Singapore
$308K -$1.13M -7,956 -78%
SI
580
Symmetry Investments
Jersey
$304K +$313K +2,204 New
DF
581
Donoghue Forlines
Massachusetts
$303K -$1.31M -9,226 -81%
DZ Bank
582
DZ Bank
Germany
$301K +$231K +1,622 +287%
FIM
583
Freedom Investment Management
Connecticut
$301K -$75.2K -529 -19%
PAS
584
Park Avenue Securities
New York
$298K +$84.3K +593 +38%
SGI
585
Summit Global Investments
Utah
$295K
KWM
586
Kingsview Wealth Management
Oregon
$294K +$104K +734 +52%
AWS
587
Atria Wealth Solutions
New York
$291K -$299K -2,107 -50%
MWPCG
588
Measured Wealth Private Client Group
New Hampshire
$288K +$297K +2,091 New
PS
589
Principal Securities
Iowa
$288K +$55.4K +390 +23%
PCM
590
Penn Capital Management
Pennsylvania
$286K -$31.8K -224 -10%
Bank Julius Baer & Co
591
Bank Julius Baer & Co
Switzerland
$285K +$163K +1,148 +125%
SC
592
Steph & Co
Wisconsin
$283K +$18.2K +128 +7%
SQA
593
Simon Quick Advisors
New Jersey
$279K +$288K +2,029 New
BFG
594
Bleakley Financial Group
New Jersey
$279K +$14.1K +99 +5%
SW
595
Simplicity Wealth
New Jersey
$279K +$288K +2,027 New
DCM
596
Dimension Capital Management
Florida
$279K
AG
597
Ascent Group
Virginia
$277K +$20.5K +144 +8%
BWP
598
Baldwin Wealth Partners
Massachusetts
$276K
DIM
599
Delta Investment Management
California
$276K
EWA
600
Exencial Wealth Advisors
Oklahoma
$275K +$22K +155 +8%

EXPE Hedge Fund Activity: Q1 2024 in Review

825 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Expedia Group (EXPE) for Q1 2024, worth a combined $17.1B — down 10% from $19B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EXPE positions and 81 closed out — a net gain of 43 holders — while 317 added to existing stakes and 277 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $210M. The largest seller was Morgan Stanley, cutting an estimated $314M.

  • 825 institutional investors held Expedia Group (EXPE) as of Q1 2024, up from 793 in Q4 2023.
  • Funds reported $17.1B of Expedia Group stock for Q1 2024, down 10% quarter-over-quarter.
  • 124 funds opened new Expedia Group positions in Q1 2024 and 81 closed out, a net change of +43 holders.
  • The largest Expedia Group buyer in Q1 2024 was Arrowstreet Capital, an estimated $210M added.
  • The largest Expedia Group seller in Q1 2024 was Morgan Stanley, an estimated $314M sold.

Based on aggregated 13F filings for Q1 2024.