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Expedia Group

411 hedge funds and large institutions have $9.93B invested in Expedia Group in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 177 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 435411 (-24)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

15% less call options, than puts

Call options by funds: $263M | Put options by funds: $310M

16% less capital invested

Capital invested by funds: $11.9B → $9.93B (-$1.93B)

25% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 67

25% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 177

Holders
411
Holders Change
-24
Holders Change %
-5.52%
% of All Funds
10.95%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.45%
New
50
Increased
132
Reduced
177
Closed
67
Calls
$263M
Puts
$310M
Net Calls
-$47.8M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$36.3M -$69.8K -786 -0.2%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$34.5M -$56.6M -637,919 -63%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$34.5M -$22.2M -249,942 -41%
UBS Group
54
UBS Group
Switzerland
$32.3M +$8.91M +100,349 +41%
WCM
55
Wallace Capital Management
Texas
$32.2M +$593K +6,681 +2%
BAM
56
Burgundy Asset Management
Ontario, Canada
$31.7M -$30M -338,213 -50%
SFM
57
Systematic Financial Management
New Jersey
$28.6M +$27M +303,654 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$28M +$14.9M +168,342 +130%
SI
59
Scout Investments
Missouri
$27.3M -$11M -123,872 -30%
Allianz Asset Management
60
Allianz Asset Management
Germany
$27.1M +$24.7M +278,213 +2,919%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$26.4M +$3.53M +39,736 +17%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$25.8M +$463K +5,212 +2%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$25.8M
Wells Fargo
64
Wells Fargo
California
$25.2M +$3.85M +43,315 +19%
KCM
65
Kornitzer Capital Management
Kansas
$25.2M +$868K +9,775 +4%
CC
66
Crosslink Capital
California
$23.4M +$22.1M +248,400 New
CCMH
67
Cornerstone Capital Management Holdings
New York
$23.2M -$534K -6,014 -2%
PAMU
68
Pictet Asset Management (UK)
United Kingdom
$22.5M -$8.37M -94,296 -28%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$21.6M +$2.14M +24,118 +12%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$21.5M +$3.63M +40,850 +22%
BlackRock
71
BlackRock
New York
$21.4M -$2.57M -28,916 -11%
Nomura Holdings
72
Nomura Holdings
Japan
$20.5M -$1.89M -21,329 -9%
Stifel Financial
73
Stifel Financial
Missouri
$20.3M -$176K -1,983 -0.9%
Bank of America
74
Bank of America
North Carolina
$19.7M -$4.2M -47,333 -18%
Morgan Stanley
75
Morgan Stanley
New York
$19.1M -$50.8M -572,160 -74%

EXPE Hedge Fund Activity: Q1 2015 in Review

411 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Expedia Group (EXPE) for Q1 2015, worth a combined $9.93B — down 16% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of EXPE and 50 opened new positions — a net loss of 17 holders — while 177 trimmed existing stakes and 132 added.

The largest buyer was Tourbillon Capital Partners, adding an estimated $237M. The largest seller was Sculptor Capital, exiting entirely with an estimated $207M sold.

  • 411 institutional investors held Expedia Group (EXPE) as of Q1 2015, down from 435 in Q4 2014.
  • Funds reported $9.93B of Expedia Group stock for Q1 2015, down 16% quarter-over-quarter.
  • 50 funds opened new Expedia Group positions in Q1 2015 and 67 closed out, a net change of -17 holders.
  • The largest Expedia Group buyer in Q1 2015 was Tourbillon Capital Partners, an estimated $237M added.
  • The largest Expedia Group seller in Q1 2015 was Sculptor Capital, an estimated $207M sold.

Based on aggregated 13F filings for Q1 2015.