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EXE

Expand Energy Corp

268 hedge funds and large institutions have $8.46B invested in Expand Energy Corp in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 110 increasing their positions, 45 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 36

144% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 45

29% more funds holding

Funds holding: 208268 (+60)

25% more capital invested

Capital invested by funds: $6.78B → $8.46B (+$1.68B)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.37% less ownership

Funds ownership: 112.48%112.11% (-0.37%)

52% less call options, than puts

Call options by funds: $34.3M | Put options by funds: $71.7M

Holders
268
Holders Change
+60
Holders Change %
+28.85%
% of All Funds
4.12%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
99
Increased
110
Reduced
45
Closed
36
Calls
$34.3M
Puts
$71.7M
Net Calls
-$37.4M
Net Calls Change
+$354M
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$63K +$61.9K +975 New
APA
227
American Portfolios Advisors
New York
$61.4K +$60.4K +952 New
Loomis, Sayles & Company
228
Loomis, Sayles & Company
Massachusetts
$56K +$12K +189 +28%
SC
229
Saltoro Capital
Texas
$54K +$53.5K +843 New
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$38.4K +606 New
SGAM
231
Smith Group Asset Management
Texas
$34K +$33.6K +530 New
FFWM
232
Future Financial Wealth Management
Ohio
$33K +$31.7K +500 New
KTC
233
Kistler-Tiffany Companies
Pennsylvania
$23K
RPCONE
234
Retirement Planning Company of New England
Rhode Island
$21K +$21K +331 New
CWC
235
Carolinas Wealth Consulting
North Carolina
$20K +$19.2K +303 New
GWM
236
Geneos Wealth Management
Colorado
$19K +$4.76K +75 +32%
DZ Bank
237
DZ Bank
Germany
$12.5K
NFSG
238
Newbridge Financial Services Group
Florida
$10K +$9.52K +150 New
FAG
239
Fortitude Advisory Group
Washington
$10K +$9.64K +152 New
WWM
240
Wolff Wiese Magana
California
$9K +$2.41K +38 +36%
C
241
Covestor
United Kingdom
$7K +$7.11K +112 New
AF
242
Advisornet Financial
Minnesota
$6K +$5.52K +87 New
HNB
243
Huntington National Bank
Ohio
$6K +$6.34K +100 New
NL
244
NVWM LLC
Pennsylvania
$6K +$6.34K +100 New
WAM
245
Wolverine Asset Management
Illinois
$6K +$6.85K +108 New
AIL
246
AGF Investments LLC
Ontario, Canada
$5K +$4.5K +71 New
AIM
247
Anchor Investment Management
South Carolina
$4.19K +$952 +15 +30%
Manulife (Manufacturers Life Insurance)
248
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.41K +$286K +4,504 +9%
CG
249
Cutler Group
California
$3K -$56.5K -891 -94%
BIA
250
Bell Investment Advisors
California
$3K +$2.54K +40 New

EXE Hedge Fund Activity: Q4 2021 in Review

268 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q4 2021, worth a combined $8.46B — up 25% from $6.78B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EXE positions and 36 closed out — a net gain of 63 holders — while 110 added to existing stakes and 45 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $826M. The largest seller was Brandes Investment Partners, cutting an estimated $38.5M.

  • 268 institutional investors held Expand Energy Corp (EXE) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $8.46B of Expand Energy Corp stock for Q4 2021, up 25% quarter-over-quarter.
  • 99 funds opened new Expand Energy Corp positions in Q4 2021 and 36 closed out, a net change of +63 holders.
  • The largest Expand Energy Corp buyer in Q4 2021 was Blackstone Inc, an estimated $826M added.
  • The largest Expand Energy Corp seller in Q4 2021 was Brandes Investment Partners, an estimated $38.5M sold.

Based on aggregated 13F filings for Q4 2021.