Expion360
XPON
8 hedge funds and large institutions have $581K invested in Expion360 in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
128% more capital invested
Capital invested by funds: $254K → $581K (+$326K)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more ownership
Funds ownership: 0% → 0% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$110K |
| 2 |
CWM
Cahill Wealth Management
Portage,
Michigan
|
+$101K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$83.5K |
| 4 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$35.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Clear Street
New York
|
-$115K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$35.2K |
| 3 |
Millennium Management
New York
|
-$34K |
| 4 |
Barclays
London,
United Kingdom
|
-$28.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Vanguard Group
Malvern,
Pennsylvania
| $148K | +$110K | +25 | New |
|
|
CWM
2
Cahill Wealth Management
Portage,
Michigan
| $134K | +$101K | +23 | New |
|
|
PCM
3
Perritt Capital Management
Chicago,
Illinois
| $121K | +$35.2K | +8 | +62% |
|
|
4
Geode Capital Management
Boston,
Massachusetts
| $107K | +$83.5K | +19 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $24.2K | +$17.6K | +4 | New |
|
6
UBS Group
Zurich,
Switzerland
| $20.9K | – | – | – |
|
7
Morgan Stanley
New York
| $20.8K | +$8.79K | +2 | +100% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $4K | -$35.2K | -8 | -89% |
|
9
Wells Fargo
San Francisco,
California
| $77 | – | – | – |
|
|
CS
10
Clear Street
New York
| – | -$115K | -42 | Closed |
|
|
11
Millennium Management
New York
| – | -$34K | -12 | Closed |
|
|
12
Barclays
London,
United Kingdom
| – | -$28.9K | -10 | Closed |
|
XPON Hedge Fund Activity: Q1 2023 in Review
8 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Expion360 (XPON) for Q1 2023, worth a combined $581K — up 128% from $254K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XPON positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $110K. The largest seller was Clear Street, exiting entirely with an estimated $115K sold.
- 8 institutional investors held Expion360 (XPON) as of Q1 2023, up from 7 in Q4 2022.
- Funds reported $581K of Expion360 stock for Q1 2023, up 128% quarter-over-quarter.
- 4 funds opened new Expion360 positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest Expion360 buyer in Q1 2023 was Vanguard Group, an estimated $110K added.
- The largest Expion360 seller in Q1 2023 was Clear Street, an estimated $115K sold.
Based on aggregated 13F filings for Q1 2023.