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eXp World Holdings
EXPI

Overview Fund Activity

213 hedge funds and large institutions have $1.03B invested in eXp World Holdings in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+28
Holders Change %
+15.14%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
48
Increased
69
Reduced
61
Closed
20
Calls
$13.6M
Puts
$22.7M
Net Calls
-$9.17M
Net Calls Change
-$8.92M

Top Buyers

1
BlackRock
1
BlackRock
New York
$232M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M
3
State Street
3
State Street
Massachusetts
$52.1M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$8.49M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.2M
2
IAN
2
Integrated Advisors Network
Texas
$29M
3
CCM
3
Copeland Capital Management
Pennsylvania
$80.2M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.3M
5
UBS Group
5
UBS Group
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
126
Mutual of America Capital Management
New York
$292K +$292K +14,384 New
HPM
127
Hudson Portfolio Management
New York
$274K -$14.2K -700 -5%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$262K -$84.5K -4,161 -24%
SG Americas Securities
129
SG Americas Securities
New York
$248K -$429K -21,140 -63%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$248K +$10.4K +507 +4%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$242K -$448K -22,095 -65%
FAIM
132
Financial Advocates Investment Management
Washington
$223K -$93.3K -4,600 -30%
SFC
133
Strategic Financial Concepts
Texas
$218K +$791 +39 +0.4%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$218K +$8.64K +426 +4%
CC
135
Callan Capital
California
$214K -$521K -25,708 -71%
MML Investors Services
136
MML Investors Services
Massachusetts
$205K +$205K +10,111 New
OR
137
Olympiad Research
Connecticut
$202K -$89.4K -4,410 -31%
Skandinaviska Enskilda Banken (SEB)
138
Skandinaviska Enskilda Banken (SEB)
Sweden
$194K +$11K +541 +6%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$184K – – –
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$167K – – –
Allspring Global Investments
141
Allspring Global Investments
North Carolina
$152K +$44.2K +2,179 +41%
CMF
142
Counterpoint Mutual Funds
California
$130K -$4K -197 -3%
NICM
143
Neo Ivy Capital Management
New York
$120K +$120K +5,928 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$119K +$7.63K +376 +7%
KBC Group
145
KBC Group
Belgium
$119K +$119K +5,845 New
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$119K -$4.96K -245 -4%
AIP
147
Ameritas Investment Partners
Nebraska
$113K – – –
Robeco Institutional Asset Management
148
Robeco Institutional Asset Management
Netherlands
$110K – – –
Amundi
149
Amundi
France
$96.9K -$90.9K -4,499 -48%
GWM
150
Geneos Wealth Management
Colorado
$85.6K – – –
4 5
6
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