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Expion Energy, Inc. Common Stock
XPON

7 hedge funds and large institutions have $729K invested in Expion Energy, Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more capital inflows, than outflows

Capital inflows: $151K | Capital outflows: $24.9K

0.36% more ownership

Funds ownership: 1.76% → 2.12% (+0.36%)

13% less funds holding

Funds holding: 8 → 7 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cahill Wealth Management
Cahill Wealth Management
Michigan
+$75.4K
2
BlackRock
BlackRock
New York
+$46.4K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$29K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$20.9K
2
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
-$4K

XPON Hedge Fund Activity: Q2 2023 in Review

7 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Expion Energy, Inc. Common Stock (XPON) for Q2 2023, worth a combined $729K — up 25% from $581K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of XPON and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Cahill Wealth Management, adding an estimated $75.4K. The largest seller was UBS Group, exiting entirely with an estimated $20.9K sold.

  • 7 institutional investors held Expion Energy, Inc. Common Stock (XPON) as of Q2 2023, down from 8 in Q1 2023.
  • Funds reported $729K of Expion Energy, Inc. Common Stock stock for Q2 2023, up 25% quarter-over-quarter.
  • 1 fund opened new Expion Energy, Inc. Common Stock positions in Q2 2023 and 2 closed out, a net change of -1 holder.
  • The largest Expion Energy, Inc. Common Stock buyer in Q2 2023 was Cahill Wealth Management, an estimated $75.4K added.
  • The largest Expion Energy, Inc. Common Stock seller in Q2 2023 was UBS Group, an estimated $20.9K sold.

Based on aggregated 13F filings for Q2 2023.