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eXp World Holdings
EXPI

Overview Fund Activity

224 hedge funds and large institutions have $843M invested in eXp World Holdings in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-6
Holders Change %
-2.61%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
87
Reduced
69
Closed
33
Calls
$7.73M
Puts
$31.3M
Net Calls
-$23.6M
Net Calls Change
-$27.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$32.2M
2
BlackRock
BlackRock
New York
$192M
3
Goldman Sachs
Goldman Sachs
New York
$11.1M
4
Bank of America
Bank of America
North Carolina
$9.2M
5
CCM
Copeland Capital Management
Pennsylvania
$60M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.31M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
CSS
Cubist Systematic Strategies
Connecticut
$5.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$20K -$2.77K -176 -12%
PS
177
Principal Securities
Iowa
$18.7K +$18.7K +1,207 New
CA
178
Centerpoint Advisors
Massachusetts
$16K +$1.6K +100 +11%
CI Investments Inc
179
CI Investments Inc
Ontario, Canada
$16K +$4.64K +298 +41%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.7K +$4.7K +303 +43%
ETC
181
Exchange Traded Concepts
Oklahoma
$15.6K -$64.4K -4,147 -80%
GI
182
GAMMA Investing
California
$14.7K +$14.7K +1,185 New
ASN
183
Advisory Services Network
Georgia
$14.2K +$14.2K +912 New
C
184
Covestor
United Kingdom
$11K +$4.39K +284 +66%
GA
185
GoalVest Advisory
New York
$9K – – –
NICM
186
Neo Ivy Capital Management
New York
$9K -$737K -47,180 -99%
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.37K -$1.55K -100 -17%
TCWA
188
Turtle Creek Wealth Advisors
Texas
$5.8K +$5.8K +374 New
NRG
189
Nemes Rush Group
Michigan
$5.68K – – –
BFPW
190
BOK Financial Private Wealth
Colorado
$4.98K +$4.98K +321 New
QC
191
Quent Capital
New York
$4.87K +$3.43K +221 +238%
WWM
192
Wolff Wiese Magana
California
$4.78K – – –
HI
193
Harbour Investments
Wisconsin
$4.35K – – –
TCM
194
Tradewinds Capital Management
Washington
$4.32K +$511 +33 +13%
SIS
195
Sound Income Strategies
Florida
$3.88K – – –
HCP
196
Hexagon Capital Partners
Arkansas
$3.71K -$916 -59 -20%
IRC
197
Investors Research Corp
Georgia
$3.69K – – –
T
198
Tidemark
California
$3.63K +$3.63K +234 New
FFA
199
Farther Finance Advisors
California
$3.24K +$978 +63 +43%
BLC
200
Brown, Lisle/Cummings
Rhode Island
$3.1K – – –
6 7
8
9 10