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Expedia Group

693 hedge funds and large institutions have $13.2B invested in Expedia Group in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 229 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

26% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 74

16% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 229

10% more capital invested

Capital invested by funds: $12.1B → $13.2B (+$1.16B)

1% more funds holding

Funds holding: 689693 (+4)

0.29% more ownership

Funds ownership: 91.85%92.15% (+0.29%)

12% less call options, than puts

Call options by funds: $450M | Put options by funds: $514M

Holders
693
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
11.04%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.29%
New
93
Increased
265
Reduced
229
Closed
74
Calls
$450M
Puts
$514M
Net Calls
-$63.6M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
651
Clearview Wealth Advisors
Oregon
$2.91K +$3.15K +30 New
SN
652
Sittner & Nelson
Oregon
$2.43K
SS
653
Sunbelt Securities
Texas
$2.4K +$2.62K +25 New
AWM
654
Abound Wealth Management
Tennessee
$2.33K +$839 +8 +50%
TWD
655
True Wealth Design
Ohio
$2.23K +$2.31K +22 +2,200%
CT
656
Colonial Trust
South Carolina
$2.21K +$839 +8 +53%
GCS
657
Gordian Capital (Singapore)
Singapore
$2K
SFG
658
Steward Financial Group
Texas
$2K +$1.78K +17 +340%
HI
659
Hoey Investments
Pennsylvania
$1.94K
JWA
660
JFS Wealth Advisors
Pennsylvania
$1.94K +$105 +1 +5%
SC
661
Schubert & Co
Texas
$1.84K +$1.26K +12 +171%
VWM
662
Venturi Wealth Management
Texas
$1.84K +$1.99K +19 New
TCA
663
Trifecta Capital Advisors
Illinois
$1.75K
AAP
664
Arax Advisory Partners
Colorado
$1.65K
IRC
665
Investors Research Corp
Georgia
$1.65K
CFO
666
CVA Family Office
Colorado
$1.46K -$2.1K -20 -57%
LFA
667
Level Financial Advisors
New York
$1.46K
OIS
668
Okabena Investment Services
Minnesota
$1.43K +$1.36K +13 New
VCM
669
Versant Capital Management
Arizona
$1.26K
OIA
670
Optimum Investment Advisors
Illinois
$1.16K
CT
671
Caldwell Trust
Florida
$1.07K +$1.15K +11 New
HGERS
672
Householder Group Estate & Retirement Specialist
Arizona
$1K
OAJ
673
Ogorek Anthony Joseph
New York
$1K +$2.1K +20 New
DI
674
Disciplined Investments
Oklahoma
$970 +$629 +6 +150%
AA
675
Altman Advisors
Illinois
$922 +$233K +2,222 +28%

EXPE Hedge Fund Activity: Q1 2023 in Review

693 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expedia Group (EXPE) for Q1 2023, worth a combined $13.2B — up 9.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EXPE positions and 74 closed out — a net gain of 19 holders — while 265 added to existing stakes and 229 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $120M. The largest seller was Point72 Asset Management, cutting an estimated $180M.

  • 693 institutional investors held Expedia Group (EXPE) as of Q1 2023, up from 689 in Q4 2022.
  • Funds reported $13.2B of Expedia Group stock for Q1 2023, up 9.6% quarter-over-quarter.
  • 93 funds opened new Expedia Group positions in Q1 2023 and 74 closed out, a net change of +19 holders.
  • The largest Expedia Group buyer in Q1 2023 was Fisher Asset Management, an estimated $120M added.
  • The largest Expedia Group seller in Q1 2023 was Point72 Asset Management, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2023.