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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
ETC
251
Exchange Traded Concepts
Oklahoma
$865K +$788K +10,320 +5,320%
First Eagle Investment Management
252
First Eagle Investment Management
New York
$838K +$84K +1,100 +12%
Franklin Resources
253
Franklin Resources
California
$838K -$3.3M -43,240 -82%
CANY
254
Caxton Associates (New York)
New York
$837K +$777K +10,176 New
CFO
255
CVA Family Office
Colorado
$829K +$6.26K +82 +0.8%
DC
256
Davenport & Co
Virginia
$829K -$7.41K -97 -1%
SAM
257
Sequent Asset Management
Texas
$817K +$245K +3,207 +48%
AAS
258
Avantax Advisory Services
Texas
$799K +$369K +4,836 +99%
AIM
259
Ausbil Investment Management
Australia
$781K +$725K +9,500 New
Federated Hermes
260
Federated Hermes
Pennsylvania
$770K -$53K -694 -7%
JFG
261
Jefferies Financial Group
New York
$746K +$492K +6,441 +245%
SFG
262
SevenBridge Financial Group
Pennsylvania
$744K -$11.5K -150 -2%
GIBU
263
Gulf International Bank (UK)
United Kingdom
$741K -$24.1K -315 -3%
D.E. Shaw & Co
264
D.E. Shaw & Co
New York
$720K +$668K +8,749 New
SAM
265
Securian Asset Management
Minnesota
$714K -$15.9K -208 -2%
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$709K +$42.5K +557 +7%
Daiwa Securities Group
267
Daiwa Securities Group
Japan
$692K +$45.8K +600 +8%
II
268
Inspire Investing
Idaho
$692K +$396K +5,191 +161%
CTC
269
Central Trust Company
Missouri
$685K -$267K -3,500 -30%
SIC
270
Salem Investment Counselors
North Carolina
$681K +$62.6K +820 +11%
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$676K -$11.8K -154 -2%
CIM
272
Confluence Investment Management
Missouri
$671K +$55.4K +725 +10%
CGH
273
Crossmark Global Holdings
Texas
$659K +$130K +1,703 +27%
SI
274
Stephens Inc
Arkansas
$640K +$56.2K +736 +10%
SOAMC
275
Spirit of America Management Corp
New York
$637K

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.