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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
Mariner
276
Mariner
Kansas
$619K -$150K -1,970 -21%
MSRPS
277
Maryland State Retirement & Pension System
Maryland
$617K -$193K -2,525 -25%
IAA
278
Independent Advisor Alliance
North Carolina
$614K +$15.3K +201 +3%
NC
279
nVerses Capital
Florida
$584K +$107K +1,400 +25%
KBC Group
280
KBC Group
Belgium
$581K
PAG
281
Private Advisor Group
New Jersey
$572K +$3.74K +49 +0.7%
IFU
282
iSAM Funds (UK)
United Kingdom
$559K +$519K +6,800 New
MYAM
283
Meiji Yasuda Asset Management
Japan
$548K +$173K +2,261 +51%
HBW
284
Hazlett, Burt & Watson
West Virginia
$543K -$33.6K -440 -6%
XSC
285
X-Square Capital
Puerto Rico
$540K +$55.6K +728 +12%
ASN
286
Advisory Services Network
Georgia
$539K
Nordea Investment Management
287
Nordea Investment Management
Sweden
$519K
LSIA
288
LaSalle St. Investment Advisors
Illinois
$516K +$480K +6,281 New
DekaBank Deutsche Girozentrale
289
DekaBank Deutsche Girozentrale
Germany
$498K -$18.6K -244 -4%
Nomura Holdings
290
Nomura Holdings
Japan
$469K -$65.3K -855 -13%
GC
291
Guidance Capital
Kentucky
$459K -$25.9K -339 -6%
WPC
292
Wedmont Private Capital
Pennsylvania
$442K +$75.8K +993 +24%
TC
293
TownSquare Capital
Utah
$442K +$137K +1,799 +50%
MGP
294
M&G plc
United Kingdom
$435K
PA
295
Profund Advisors
Maryland
$430K +$179K +2,345 +81%
Pathstone Holdings
296
Pathstone Holdings
New Jersey
$429K -$50.6K -663 -11%
HCP
297
Hardin Capital Partners
South Carolina
$425K +$377K +4,939 New
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$421K +$54.4K +713 +16%
AWM
299
Avior Wealth Management
Nebraska
$411K -$153 -2 -0%
US Bancorp
300
US Bancorp
Minnesota
$410K -$6.64K -87 -2%

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.