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EXE

Expand Energy Corp

466 hedge funds and large institutions have $12.9B invested in Expand Energy Corp in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 151 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $336M | Put options by funds: $200M

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

19% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 151

9.01% more ownership

Funds ownership: 109.99%119% (+9%)

9% more capital invested

Capital invested by funds: $11.8B → $12.9B (+$1.02B)

1% less funds holding

Funds holding: 470466 (-4)

3% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 72

Holders
466
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
6.69%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
70
Increased
179
Reduced
151
Closed
72
Calls
$336M
Puts
$200M
Net Calls
+$137M
Net Calls Change
+$7.56M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
226
AQR Capital Management
Connecticut
$1.35M -$7.84M -102,662 -86%
Pacer Advisors
227
Pacer Advisors
Pennsylvania
$1.34M -$28.5K -373 -2%
SA
228
SpiderRock Advisors
Delaware
$1.32M +$79.1K +1,036 +7%
SA
229
Sanctuary Advisors
Indiana
$1.31M +$120K +1,576 +14%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$1.27M -$642K -8,412 -35%
BAM
231
Byrne Asset Management
New Jersey
$1.25M -$4.43K -58 -0.4%
NS
232
NBC Securities
Alabama
$1.22M +$81.9K +1,072 +8%
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$1.2M +$1.11M +14,569 New
CHAM
234
Clear Harbor Asset Management
Connecticut
$1.18M +$37K +485 +3%
AFS
235
Aft Forsyth & Sober
Florida
$1.15M
BSA
236
Braun Stacey Associates
New York
$1.14M -$458K -6,000 -30%
NAM
237
Nissay Asset Management
Japan
$1.1M +$30.9K +405 +3%
AWMT
238
AAFMAA Wealth Management & Trust
North Carolina
$1.09M +$181K +2,373 +22%
Robeco Institutional Asset Management
239
Robeco Institutional Asset Management
Netherlands
$1.07M
GGHC
240
Gilder Gagnon Howe & Co
New York
$1.07M -$211K -2,768 -18%
CWM
241
CIBC World Markets
New York
$1.06M +$526K +6,892 +115%
AAM
242
Advisors Asset Management
Colorado
$1.04M -$1.79M -23,379 -65%
HCP
243
Hiddenite Capital Partners
New York
$1.03M +$954K +12,500 New
AGC
244
Alden Global Capital
Florida
$996K -$2.59M -33,880 -74%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$981K
LP
246
LMR Partners
United Kingdom
$976K +$906K +11,868 New
AIC
247
Aurora Investment Counsel
Georgia
$963K
HighTower Advisors
248
HighTower Advisors
Illinois
$948K +$95.7K +1,253 +12%
UPS
249
UHLMANN PRICE SECURITIES
Illinois
$889K +$826K +10,812 New
IIM
250
INTECH Investment Management
Florida
$879K -$37K -485 -4%

EXE Hedge Fund Activity: Q3 2024 in Review

466 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q3 2024, worth a combined $12.9B — up 8.6% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of EXE and 70 opened new positions — a net loss of 2 holders — while 151 trimmed existing stakes and 179 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $318M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 466 institutional investors held Expand Energy Corp (EXE) as of Q3 2024, down from 470 in Q2 2024.
  • Funds reported $12.9B of Expand Energy Corp stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 70 funds opened new Expand Energy Corp positions in Q3 2024 and 72 closed out, a net change of -2 holders.
  • The largest Expand Energy Corp buyer in Q3 2024 was T. Rowe Price Associates, an estimated $318M added.
  • The largest Expand Energy Corp seller in Q3 2024 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.