EXPI icon

eXp World Holdings
EXPI

Overview Fund Activity

216 hedge funds and large institutions have $886M invested in eXp World Holdings in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 47 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+11
Holders Change %
+5.37%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
52
Increased
81
Reduced
47
Closed
37
Calls
$10.2M
Puts
$8.94M
Net Calls
+$1.26M
Net Calls Change
-$6.52M

Top Buyers

1
CCM
Copeland Capital Management
Pennsylvania
$40.1M
2
CRCM
Cat Rock Capital Management
Connecticut
$54.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$60.5M
4
EIP
Epoch Investment Partners
New York
$12.1M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$14.1M

Top Sellers

1
SI
Scout Investments
Missouri
$13.9M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$5.29M
4
CS
Credit Suisse
Switzerland
$1.21M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
176
TD Private Client Wealth
New York
$8.26K +$8.26K +390 New
EWM
177
Endurance Wealth Management
Rhode Island
$8K – – –
TWA
178
TCI Wealth Advisors
Arizona
$7K +$3.95K +176 +129%
FHA
179
First Horizon Advisors
Tennessee
$7K +$7K +333 New
FAG
180
Fortitude Advisory Group
Washington
$6K – – –
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.72K – – –
IRC
182
Investors Research Corp
Georgia
$5K – – –
KIG
183
Kessler Investment Group
Indiana
$5K – – –
TCM
184
Tradewinds Capital Management
Washington
$5K – – –
SIS
185
Sound Income Strategies
Florida
$5K – – –
JWA
186
JFS Wealth Advisors
Pennsylvania
$5K +$498 +24 +11%
APA
187
American Portfolios Advisors
New York
$4.34K – – –
SWM
188
Spire Wealth Management
Virginia
$4K -$479K -23,966 -99%
NFSG
189
Newbridge Financial Services Group
Florida
$4K – – –
RCM
190
Raleigh Capital Management
North Carolina
$4K – – –
CCM
191
Covington Capital Management
California
$4K +$4K +211 New
TWC
192
TD Waterhouse Canada
Ontario, Canada
$3.82K +$3.82K +150 New
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$3.39K +$3.39K +160 New
MA
194
Montag & Associates
Georgia
$3K – – –
AA
195
Ancora Advisors
Ohio
$3K – – –
TFS
196
TrustCore Financial Services
Tennessee
$3K – – –
WWM
197
Wolff Wiese Magana
California
$2K – – –
AAP
198
Arax Advisory Partners
Colorado
$2K +$2K +88 New
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +90 New
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$2K +$2K +129 New
6 7
8
9 10