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EXE

Expand Energy Corp

470 hedge funds and large institutions have $11.8B invested in Expand Energy Corp in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 165 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $382M | Put options by funds: $253M

1.84% more ownership

Funds ownership: 108.15%109.99% (+1.8%)

2% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 165

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

5% less funds holding

Funds holding: 495470 (-25)

6% less capital invested

Capital invested by funds: $12.6B → $11.8B (-$711M)

25% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 85

Holders
470
Holders Change
-25
Holders Change %
-5.05%
% of All Funds
6.79%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
64
Increased
169
Reduced
165
Closed
85
Calls
$382M
Puts
$253M
Net Calls
+$129M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
251
First Eagle Investment Management
New York
$747K +$141K +1,600 +21%
SAM
252
Securian Asset Management
Minnesota
$730K -$22.6K -256 -3%
Lazard Asset Management
253
Lazard Asset Management
New York
$719K +$6K +68 +0.8%
CCG
254
Cloverfields Capital Group
Minnesota
$697K -$83.2K -942 -10%
SMDAM
255
Sumitomo Mitsui DS Asset Management
Japan
$688K -$1.77K -20 -0.2%
TCM
256
Teza Capital Management
Illinois
$684K -$702K -7,947 -49%
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$670K +$170K +1,922 +31%
Daiwa Securities Group
258
Daiwa Securities Group
Japan
$642K +$35.3K +400 +5%
MPM
259
MBB Public Markets
Illinois
$640K +$688K +7,786 New
SOAMC
260
Spirit of America Management Corp
New York
$637K
Osaic Holdings
261
Osaic Holdings
Arizona
$623K -$21K -238 -3%
SIC
262
Salem Investment Counselors
North Carolina
$613K -$26.5K -300 -4%
CIM
263
Confluence Investment Management
Missouri
$611K +$37.3K +422 +6%
MFG
264
Merit Financial Group
Georgia
$607K +$652K +7,385 New
IAA
265
Independent Advisor Alliance
North Carolina
$597K -$323K -3,661 -34%
KBC Group
266
KBC Group
Belgium
$581K -$14.6M -165,421 -96%
HBW
267
Hazlett, Burt & Watson
West Virginia
$579K +$442K +5,003 +244%
SI
268
Stephens Inc
Arkansas
$579K +$35.9K +406 +6%
PAG
269
Private Advisor Group
New Jersey
$567K -$55.5K -629 -8%
SFG
270
SevenBridge Financial Group
Pennsylvania
$560K +$101K +1,145 +17%
Walleye Trading
271
Walleye Trading
New York
$556K +$597K +6,766 New
SAM
272
Sequent Asset Management
Texas
$553K +$594K +6,727 New
Corient Private Wealth
273
Corient Private Wealth
Florida
$543K +$45.7K +517 +8%
ASN
274
Advisory Services Network
Georgia
$539K -$48.6K -550 -8%
Nomura Holdings
275
Nomura Holdings
Japan
$539K -$2.25M -25,448 -80%

EXE Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q2 2024, worth a combined $11.8B — down 5.7% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of EXE and 64 opened new positions — a net loss of 21 holders — while 165 trimmed existing stakes and 169 added.

The largest buyer was Wellington Management Group, adding an estimated $144M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $125M.

  • 470 institutional investors held Expand Energy Corp (EXE) as of Q2 2024, down from 495 in Q1 2024.
  • Funds reported $11.8B of Expand Energy Corp stock for Q2 2024, down 5.7% quarter-over-quarter.
  • 64 funds opened new Expand Energy Corp positions in Q2 2024 and 85 closed out, a net change of -21 holders.
  • The largest Expand Energy Corp buyer in Q2 2024 was Wellington Management Group, an estimated $144M added.
  • The largest Expand Energy Corp seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2024.