Exponent
EXPO
329 hedge funds and large institutions have $3.88B invested in Exponent in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 145 reducing their positions, and 57 closing their positions.
76% more call options, than puts
Call options by funds: $2.98M | Put options by funds: $1.69M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.92% less ownership
Funds ownership: 93.64% → 92.72% (-0.92%)
7% less capital invested
Capital invested by funds: $4.17B → $3.88B (-$293M)
7% less funds holding
Funds holding: 354 → 329 (-25)
28% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 145
40% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 57
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$35.6M |
| 2 |
BAMCO Inc
New York
|
+$25.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.1M |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$19.5M |
| 5 |
RA
Royce & Associates
New York
|
+$17.5M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$76.6M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$26.2M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$17.6M |
| 4 |
BlackRock
New York
|
-$16.1M |
| 5 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$10.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
376
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$9.68K | -110 | Closed |
|
|
ASN
377
Advisory Services Network
Atlanta,
Georgia
| – | -$9.6K | -109 | Closed |
|
|
QL
378
Quarry LP
New York
| – | -$6.96K | -79 | Closed |
|
|
FCA
379
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$4.93K | -56 | Closed |
|
|
BGAI
380
Bruce G. Allen Investments
Denver,
Colorado
| – | -$3.26K | -37 | Closed |
|
|
GWS
381
Glassman Wealth Services
Vienna,
Virginia
| – | -$3.08K | -35 | Closed |
|
382
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$2.99K | -34 | Closed |
|
|
LTI
383
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$2.55K | -29 | Closed |
|
|
CPG
384
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$1.06K | -12 | Closed |
|
|
CWC
385
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$650 | -7 | Closed |
|
386
AssetMark Inc
Concord,
California
| – | -$264 | -3 | Closed |
|
EXPO Hedge Fund Activity: Q1 2024 in Review
329 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2024, worth a combined $3.88B — down 7% from $4.17B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of EXPO and 34 opened new positions — a net loss of 23 holders — while 145 trimmed existing stakes and 105 added.
The largest buyer was Invesco, adding an estimated $35.6M. The largest seller was Morgan Stanley, cutting an estimated $76.6M.
- 329 institutional investors held Exponent (EXPO) as of Q1 2024, down from 354 in Q4 2023.
- Funds reported $3.88B of Exponent stock for Q1 2024, down 7% quarter-over-quarter.
- 34 funds opened new Exponent positions in Q1 2024 and 57 closed out, a net change of -23 holders.
- The largest Exponent buyer in Q1 2024 was Invesco, an estimated $35.6M added.
- The largest Exponent seller in Q1 2024 was Morgan Stanley, an estimated $76.6M sold.
Based on aggregated 13F filings for Q1 2024.