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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
ProShare Advisors
301
ProShare Advisors
Maryland
$400K -$29.3K -384 -7%
CAMG
302
CWA Asset Management Group
Florida
$387K +$360K +4,710 New
BAMF
303
BI Asset Management Fondsmaeglerselskab
Denmark
$385K +$357K +4,680 New
Cerity Partners
304
Cerity Partners
New York
$384K +$91.1K +1,193 +34%
M&T Bank
305
M&T Bank
New York
$374K +$16.6K +217 +5%
WS
306
Wedbush Securities
California
$373K -$9.31K -122 -3%
RJT
307
Raymond James Trust
Florida
$363K +$138K +1,801 +69%
SCM
308
Shelton Capital Management
Colorado
$362K -$18.2K -238 -5%
QCM
309
QRG Capital Management
Illinois
$362K -$397K -5,198 -54%
O
310
Ossiam
France
$358K +$330K +4,324 +13,103%
BTI
311
Blue Trust Inc
Georgia
$358K +$281K +3,680 +544%
ALAM
312
Asahi Life Asset Management
Japan
$356K +$331K +4,330 New
BPA
313
Beacon Pointe Advisors
California
$353K +$328K +4,293 New
BPAMU
314
BTG Pactual Asset Management US
New York
$347K +$322K +4,213 New
CNBTD
315
Citizens National Bank Trust Department
Mississippi
$333K -$45.4K -595 -13%
TSW
316
Thompson Siegel & Walmsley
Virginia
$331K -$182K -2,387 -37%
Cetera Investment Advisers
317
Cetera Investment Advisers
Illinois
$326K +$17.3K +227 +6%
Lazard Asset Management
318
Lazard Asset Management
New York
$323K -$368K -4,821 -55%
CL
319
Choreo LLC
Illinois
$319K -$916 -12 -0.3%
OAC
320
OMERS Administration Corp
Ontario, Canada
$318K
SLAM
321
Swiss Life Asset Management
$317K +$40.8K +535 +16%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$312K +$9.54K +125 +3%
IMCOOI
323
Investment Management Corp of Ontario (IMCO)
Canada
$307K +$91.6K +1,200 +47%
NL
324
NWAM LLC
Washington
$301K +$279K +3,655 New
TRCT
325
Tower Research Capital (TRC)
New York
$299K +$173K +2,264 +164%

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.