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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 %
RCM
201
Raleigh Capital Management
North Carolina
$3.1K – – –
AT
202
Arlington Trust
Alabama
$3.07K +$3.07K +198 New
GRP
203
Global Retirement Partners
California
$3.01K +$2.62K +200 +667%
BFEC
204
Benjamin F. Edwards & Company
Missouri
$3K – – –
VF
205
VitalStone Financial
Texas
$3K – – –
TWC
206
TD Waterhouse Canada
Ontario, Canada
$2.96K – – –
CFFP
207
Center for Financial Planning
Michigan
$2.7K – – –
SWM
208
Spire Wealth Management
Virginia
$2.59K – – –
PA
209
Parallel Advisors
California
$2.55K -$93 -6 -4%
MA
210
Montag & Associates
Georgia
$2.48K – – –
S
211
SignatureFD
Georgia
$2.44K -$4.49K -289 -65%
Federated Hermes
212
Federated Hermes
Pennsylvania
$1.75K -$7.2K -464 -80%
DPW
213
DiNuzzo Private Wealth
Pennsylvania
$1.62K +$1.62K +8 New
HPC
214
HM Payson & Co
Maine
$1.24K – – –
LFG
215
Larson Financial Group
Missouri
$1.09K – – –
AF
216
Allworth Financial
California
$1.03K -$777 -50 -43%
PWMG
217
Private Wealth Management Group
New Jersey
$994 +$994 +64 New
QCG
218
Quadrant Capital Group
Ohio
$932 +$575 +37 +161%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$776 – – –
DJSG
220
D.J. St. Germain
Massachusetts
$574 – – –
BAM
221
Byrne Asset Management
New Jersey
$316 – – –
AWM
222
Abound Wealth Management
Tennessee
$295 +$295 +19 New
PFBT
223
Parkside Financial Bank & Trust
Missouri
$140 +$140 +9 New
Wellington Management Group
224
Wellington Management Group
Massachusetts
– -$3.77M -232,195 Closed
Balyasny Asset Management
225
Balyasny Asset Management
Illinois
– -$2.62M -161,608 Closed
7 8
9
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