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eXp World Holdings
EXPI

Overview Fund Activity

197 hedge funds and large institutions have $467M invested in eXp World Holdings in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-4
Holders Change %
-1.99%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
74
Reduced
53
Closed
31
Calls
$4.67M
Puts
$12.4M
Net Calls
-$7.78M
Net Calls Change
-$5.31M

Top Buyers

1
CCM
1
Copeland Capital Management
Pennsylvania
$39.8M
2
Bank of America
2
Bank of America
North Carolina
$6.98M
3
UBS Group
3
UBS Group
Switzerland
$4.31M
4
BlackRock
4
BlackRock
New York
$56M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$8.98M

Top Sellers

1
CRCM
1
Cat Rock Capital Management
Connecticut
$0
2
Millennium Management
2
Millennium Management
New York
$1.87M
3
Man Group
3
Man Group
United Kingdom
$730K
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$73.4K
5
CSS
5
Cubist Systematic Strategies
Connecticut
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.45K +510 +981%
PPWM
152
PFG Private Wealth Management
Florida
$5K – – –
HI
153
Harbour Investments
Wisconsin
$4.21K +$1.11K +100 +36%
TWA
154
TCI Wealth Advisors
Arizona
$3.99K – – –
TPCW
155
TD Private Client Wealth
New York
$3.76K – – –
S
156
SignatureFD
Georgia
$3.76K +$2.09K +189 +126%
WWM
157
Wolff Wiese Magana
California
$3.41K – – –
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.99K – – –
SIS
159
Sound Income Strategies
Florida
$2.77K – – –
TCM
160
Tradewinds Capital Management
Washington
$2.7K +$11 +1 +0.4%
PA
161
Parallel Advisors
California
$2.66K +$2.26K +204 +567%
AWM
162
Accurate Wealth Management
Florida
$2.64K +$2.64K +220 New
IRC
163
Investors Research Corp
Georgia
$2.64K – – –
CPG
164
Cornerstone Planning Group
New Jersey
$2.52K +$2.52K +193 New
AAP
165
Arax Advisory Partners
Colorado
$2.45K +$521 +47 +27%
TWC
166
TD Waterhouse Canada
Ontario, Canada
$2.33K – – –
RCM
167
Raleigh Capital Management
North Carolina
$2.22K – – –
NFSG
168
Newbridge Financial Services Group
Florida
$2.22K – – –
BLC
169
Brown, Lisle/Cummings
Rhode Island
$2.22K +$2.22K +200 New
Dimensional Fund Advisors
170
Dimensional Fund Advisors
Texas
$2.08K -$673 -60,699 -24%
SWM
171
Spire Wealth Management
Virginia
$2K – – –
TSWM
172
Tyler-Stone Wealth Management
Ohio
$2K – – –
BWM
173
Baystate Wealth Management
Massachusetts
$2K +$10 +1 +0.5%
CG
174
Cutler Group
California
$2K +$164 +17 +9%
VF
175
VitalStone Financial
Texas
$2K +$2K +200 New
5 6
7
8 9