Expion Energy, Inc. Common Stock
XPON
10 hedge funds and large institutions have $1.03M invested in Expion Energy, Inc. Common Stock in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
38% more capital invested
Capital invested by funds: $740K → $1.03M (+$285K)
11% more funds holding
Funds holding: 9 → 10 (+1)
0.22% more ownership
Funds ownership: 2.59% → 2.81% (+0.22%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$94.6K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$55.6K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.5K |
| 4 |
BlackRock
New York
|
+$11.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$44.5K |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$44.5K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$41.1K |
XPON Hedge Fund Activity: Q4 2023 in Review
10 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in Expion Energy, Inc. Common Stock (XPON) for Q4 2023, worth a combined $1.03M — up 38% from $740K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XPON positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $94.6K. The largest seller was AE Wealth Management, cutting an estimated $44.5K.
- 10 institutional investors held Expion Energy, Inc. Common Stock (XPON) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $1.03M of Expion Energy, Inc. Common Stock stock for Q4 2023, up 38% quarter-over-quarter.
- 2 funds opened new Expion Energy, Inc. Common Stock positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest Expion Energy, Inc. Common Stock buyer in Q4 2023 was Commonwealth Equity Services, an estimated $94.6K added.
- The largest Expion Energy, Inc. Common Stock seller in Q4 2023 was AE Wealth Management, an estimated $44.5K sold.
Based on aggregated 13F filings for Q4 2023.