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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
SCM
301
Shelton Capital Management
Colorado
$382K -$23.2K -263 -5%
AI
302
Atom Investors
Texas
$370K +$398K +4,507 New
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$362K -$367K -4,160 -49%
MYAM
304
Meiji Yasuda Asset Management
Japan
$361K -$3.71K -42 -0.9%
M&T Bank
305
M&T Bank
New York
$356K +$5.74K +65 +2%
WPC
306
Wedmont Private Capital
Pennsylvania
$349K +$95.3K +1,079 +35%
DA
307
Denali Advisors
California
$346K +$10.9K +123 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
308
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$344K
OC
309
Oppenheimer & Co
New York
$328K -$734K -8,309 -68%
CL
310
Choreo LLC
Illinois
$323K +$347K +3,926 New
OAC
311
OMERS Administration Corp
Ontario, Canada
$318K +$341K +3,864 New
PNC Financial Services Group
312
PNC Financial Services Group
Pennsylvania
$316K +$29K +328 +9%
BIM
313
Baldwin Investment Management
Pennsylvania
$308K
Cetera Investment Advisers
314
Cetera Investment Advisers
Illinois
$307K +$8.12K +92 +3%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$302K -$217K -2,454 -40%
TC
316
TownSquare Capital
Utah
$293K +$9.36K +106 +3%
AFCM
317
Applied Finance Capital Management
Puerto Rico
$293K +$315K +3,566 New
HR
318
Hardy Reed
Mississippi
$286K +$307K +3,479 New
Cerity Partners
319
Cerity Partners
New York
$286K -$154K -1,745 -33%
AWM
320
Apollon Wealth Management
South Carolina
$283K +$6K +68 +2%
WIA
321
Wetzel Investment Advisors
Indiana
$277K
RJFSA
322
Raymond James Financial Services Advisors
Florida
$274K -$22.5K -255 -7%
SLAM
323
Swiss Life Asset Management
$274K -$98K -1,110 -25%
NMC
324
Nine Masts Capital
Hong Kong
$271K +$291K +3,300 New
FTWA
325
Fifth Third Wealth Advisors
Ohio
$267K +$287K +3,250 New

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.