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CXM Holdings Changes image
This page summarizes the CXM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether CXM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing CXM Share Count
Allspring Global Investments Holdings LLC 3,717 710,832 +707,115 +19023.81%
Amalgamated Bank 14,784 36,894 +22,110 +149.55%
Hennion & Walsh Asset Management Inc. 18,600 33,416 +14,816 +79.66%
Bank of New York Mellon Corp 1,008,317 1,597,026 +588,709 +58.39%
Windmill Hill Asset Management Ltd 59,140 85,649 +26,509 +44.82%
Horrell Capital Management Inc. 336,000 471,000 +135,000 +40.18%
Renaissance Group LLC 126,852 165,699 +38,847 +30.62%
Zurcher Kantonalbank Zurich Cantonalbank 26,061 26,955 +894 +3.43%
13F Filers Reporting New Positions In CXM
Robeco Institutional Asset Management B.V. 0 13,212 +13,212 +100%
Fifth Third Bancorp 0 168 +168 +100%
New York State Teachers Retirement System 0 26,254 +26,254 +100%
UMB Bank N A MO 0 48 +48 +100%
Massmutual Trust Co. FSB ADV 0 32 +32 +100%
Farmers & Merchants Investments Inc. 0 75 +75 +100%
State of Alaska Department of Revenue 0 72,037 +72,037 +100%
IMC Chicago LLC 0 71,699 +71,699 +100%
Simplex Trading LLC 0 20,339 +20,339 +100%
Mather Group LLC. 0 2,317 +2,317 +100%
Louisiana State Employees Retirement System 0 58,600 +58,600 +100%
Dakota Wealth Management 0 12,519 +12,519 +100%
Maryland State Retirement & Pension System 0 42,611 +42,611 +100%
LifeSteps Financial Inc. 0 50 +50 +100%
Yousif Capital Management LLC 0 52,810 +52,810 +100%
GAMMA Investing LLC 0 520 +520 +100%
13F Filers With Unchanged Share Count
DekaBank Deutsche Girozentrale 6,163 6,163 UNCH 0.00%
Wealthcare Capital Management LLC 14,243 14,243 UNCH 0.00%
Northside Capital Management LLC 24,698 24,698 UNCH 0.00%
Harbor Group Inc. 10,875 10,875 UNCH 0.00%
Spire Wealth Management 500 500 UNCH 0.00%
EDBI Pte Ltd 1,110,777 1,110,777 UNCH 0.00%
13F Filers Decreasing CXM Share Count
Cutler Group LP 503 189 -314 -62.43%
CWM LLC 1,766 1,716 -50 -2.83%
Kovack Advisors Inc. 72,100 70,600 -1,500 -2.08%
Stanley Laman Group Ltd. 1,045,673 1,028,347 -17,326 -1.66%
Raymond James Financial Services Advisors Inc. 15,972 15,959 -13 -0.08%
13F Filers Exiting CXM
Ellsworth Advisors LLC 38,971 0 -38,971 -100.00%
Legato Capital Management LLC 30,167 0 -30,167 -100.00%

See Summary: Institutional Holders of CXM
See Details: Top 10 Hedge Funds Holding CXM
Also See: CXM Insider Buying

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