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EXE

Expand Energy Corp
EXE

641 hedge funds and large institutions have $22.6B invested in Expand Energy Corp in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 273 increasing their positions, 96 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 46

184% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 96

88% more funds holding in top 10

Funds holding in top 10: 16 → 30 (+14)

76% more capital invested

Capital invested by funds: $12.9B → $22.6B (+$9.76B)

71% more call options, than puts

Call options by funds: $860M | Put options by funds: $502M

38% more funds holding

Funds holding: 466 → 641 (+175)

20.67% less ownership

Funds ownership: 119% → 98.33% (-21%)

Holders
641
Holders Change
+175
Holders Change %
+37.55%
% of All Funds
8.44%
Holding in Top 10
30
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+87.5%
% of All Funds
0.4%
New
230
Increased
273
Reduced
96
Closed
46
Calls
$860M
Puts
$502M
Net Calls
+$358M
Net Calls Change
+$222M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$980M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$928M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$347M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$294M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$218M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$36.1M
4
Capital World Investors
Capital World Investors
California
-$33.9M
5
CVA
Ceredex Value Advisors
Florida
-$32.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$2.83M +$2.62M +28,402 New
Creative Planning
227
Creative Planning
Kansas
$2.8M +$588K +6,368 +29%
II
228
IFM Investors
Australia
$2.77M -$110K -1,194 -4%
KTA
229
Keeley-Teton Advisors
Illinois
$2.76M -$197K -2,134 -7%
SSA
230
Schonfeld Strategic Advisors
New York
$2.73M +$2.53M +27,405 New
FCM
231
Fieldview Capital Management
Michigan
$2.65M +$2.46M +26,601 New
FDS
232
First Dallas Securities
Texas
$2.64M +$170K +1,845 +7%
Mariner
233
Mariner
Kansas
$2.64M +$1.75M +18,997 +252%
Toronto Dominion Bank
234
Toronto Dominion Bank
Ontario, Canada
$2.63M +$95K +1,029 +4%
BFM
235
Boothbay Fund Management
New York
$2.63M +$568K +6,157 +30%
BF
236
BOK Financial
Oklahoma
$2.61M +$2.31M +25,045 +4,969%
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$2.61M +$986K +10,680 +69%
FC
238
FORA Capital
Florida
$2.52M +$2.33M +25,272 New
PAM
239
Panagora Asset Management
Massachusetts
$2.49M +$752K +8,145 +48%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$2.39M +$416K +4,504 +23%
BIP
241
Brandes Investment Partners
California
$2.36M -$3.44M -37,318 -61%
CAM
242
Cresset Asset Management
Illinois
$2.35M +$133K +1,442 +6%
NAM
243
Nissay Asset Management
Japan
$2.35M +$1.01M +10,924 +82%
GI
244
Gradient Investments
Minnesota
$2.26M +$2.09M +22,659 New
GCM
245
Graham Capital Management
Connecticut
$2.24M +$2.08M +22,499 New
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$2.21M +$948K +10,265 +86%
Daiwa Securities Group
247
Daiwa Securities Group
Japan
$2.19M +$1.25M +13,536 +161%
BCI
248
Brinker Capital Investments
Pennsylvania
$2.12M +$126K +1,369 +7%
OPS
249
Orion Portfolio Solutions
Nebraska
$2.12M +$126K +1,369 +7%
MNA
250
Manning & Napier Advisors
New York
$2.08M -$1.25M -13,522 -39%
8 9
10
11 12

EXE Hedge Fund Activity: Q4 2024 in Review

641 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q4 2024, worth a combined $22.6B — up 76% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new EXE positions and 46 closed out — a net gain of 184 holders — while 273 added to existing stakes and 96 trimmed.

The largest buyer was BlackRock, adding an estimated $980M. The largest seller was Blackstone Inc, cutting an estimated $218M.

  • 641 institutional investors held Expand Energy Corp (EXE) as of Q4 2024, up from 466 in Q3 2024.
  • Funds reported $22.6B of Expand Energy Corp stock for Q4 2024, up 76% quarter-over-quarter.
  • 230 funds opened new Expand Energy Corp positions in Q4 2024 and 46 closed out, a net change of +184 holders.
  • The largest Expand Energy Corp buyer in Q4 2024 was BlackRock, an estimated $980M added.
  • The largest Expand Energy Corp seller in Q4 2024 was Blackstone Inc, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.