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eXp World Holdings
EXPI

Overview Fund Activity

185 hedge funds and large institutions have $538M invested in eXp World Holdings in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-12
Holders Change %
-6.09%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
69
Reduced
52
Closed
30
Calls
$2.33M
Puts
$2.58M
Net Calls
-$242K
Net Calls Change
+$7.54M

Top Buyers

1
CCM
Copeland Capital Management
Pennsylvania
$56.3M
2
Bank of America
Bank of America
North Carolina
$16.9M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$5.47M
4
GCM
Graham Capital Management
Connecticut
$2.32M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$1.49M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.67M
3
Two Sigma Investments
Two Sigma Investments
New York
$2M
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$53.6K – – –
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$47.9K -$3.13K -247 -6%
Canada Life
128
Canada Life
Manitoba, Canada
$47K – – –
Acadian Asset Management
129
Acadian Asset Management
Massachusetts
$43K – – –
FHA
130
First Horizon Advisors
Tennessee
$42.9K +$6.05K +477 +16%
NA
131
NewEdge Advisors
Louisiana
$37.3K -$51 -4 -0.1%
IA
132
IFP Advisors
Florida
$35.3K -$17K -1,003 -33%
CFGS
133
Concourse Financial Group Securities
Alabama
$34.6K +$8.05K +634 +30%
BWP
134
Baldwin Wealth Partners
Massachusetts
$33K – – –
TRCT
135
Tower Research Capital (TRC)
New York
$26K -$11.9K -934 -31%
ASN
136
Advisory Services Network
Georgia
$23K +$6.47K +510 +39%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$20.5K -$1.78K -140 -8%
BWS
138
Buck Wealth Strategies
Colorado
$20.2K +$20.2K +1,590 New
AAS
139
Ameritas Advisory Services
Nebraska
$19.3K +$19.3K +1,653 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$16K +$8.99K +721 +128%
US Bancorp
141
US Bancorp
Minnesota
$14.6K -$2.67K -210 -15%
CI Investments Inc
142
CI Investments Inc
Ontario, Canada
$14K +$1.51K +116 +12%
CA
143
Centerpoint Advisors
Massachusetts
$13K – – –
ETC
144
Exchange Traded Concepts
Oklahoma
$12.3K +$12.3K +966 New
CA
145
Crewe Advisors
Utah
$10.9K – – –
GA
146
GoalVest Advisory
New York
$7.36K – – –
VF
147
VitalStone Financial
Texas
$7K – – –
LC
148
Lindbrook Capital
California
$6.14K -$1.65K -130 -21%
PPWM
149
PFG Private Wealth Management
Florida
$5.39K – – –
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.33K +$1.9K +150 +56%
4 5
6
7 8