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eXp World Holdings
EXPI

Overview Fund Activity

187 hedge funds and large institutions have $1.2B invested in eXp World Holdings in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-13
Holders Change %
-6.5%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
78
Reduced
58
Closed
42
Calls
$50.9M
Puts
$35.6M
Net Calls
+$15.3M
Net Calls Change
-$20.5M

Top Buyers

1
IAN
1
Integrated Advisors Network
Texas
$77.1M
2
UBS Group
2
UBS Group
Switzerland
$39.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$361M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$54.5M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.95M

Top Sellers

1
Invesco
1
Invesco
Georgia
$955K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$49.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$385K
4
SI
4
Scout Investments
Missouri
$22.7M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
151
Lazard Asset Management
New York
$54K – – –
CTC
152
Central Trust Company
Missouri
$39K – – –
NC
153
NewSquare Capital
Pennsylvania
$36K +$3.91K +100 +12%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$28K +$1.55K +41 +6%
IA
155
IFP Advisors
Florida
$27K +$27K +685 New
Twin Tree Management
156
Twin Tree Management
Texas
$23K -$1.82M -47,715 -99%
TFS
157
TrustCore Financial Services
Tennessee
$19K -$20.4K -515 -52%
WWM
158
Wolff Wiese Magana
California
$19K – – –
SIS
159
Sound Income Strategies
Florida
$19K +$19K +500 New
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$16K +$1.88K +50 +13%
ETC
161
Exchange Traded Concepts
Oklahoma
$16K +$12K +304 +301%
EWM
162
Endurance Wealth Management
Rhode Island
$15K – – –
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.5K +$10.5K +270 New
SGAM
164
Smith Group Asset Management
Texas
$10K – – –
TCM
165
Tradewinds Capital Management
Washington
$9K -$2.44K -65 -21%
SWM
166
Spire Wealth Management
Virginia
$8K -$105K -2,634 -93%
GAM
167
Gemmer Asset Management
California
$8K +$5K +125 +167%
AssetMark Inc
168
AssetMark Inc
California
$8K +$8K +200 New
NFSG
169
Newbridge Financial Services Group
Florida
$8K +$8K +200 New
APA
170
American Portfolios Advisors
New York
$6.63K +$2.75K +71 +71%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$6K -$2.57K -60 -30%
MA
172
Montag & Associates
Georgia
$6K – – –
AA
173
Ancora Advisors
Ohio
$6K – – –
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
US Bancorp
175
US Bancorp
Minnesota
$3K -$6.62K -150 -69%
5 6
7
8 9