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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
II
326
Inspire Investing
Idaho
$264K -$155K -1,758 -35%
AI
327
Atria Investments
North Carolina
$262K +$281K +3,184 New
SWP
328
Stratos Wealth Partners
Ohio
$259K -$9.1K -103 -3%
CFG
329
CMC Financial Group
Georgia
$255K
DADC
330
D.A. Davidson & Co
Montana
$247K -$159K -1,800 -38%
UM
331
UniSuper Management
Australia
$247K +$124K +1,400 +88%
PA
332
Profund Advisors
Maryland
$237K -$29.1K -329 -10%
FCBT
333
First Citizens Bank & Trust
North Carolina
$235K
Truist Financial
334
Truist Financial
North Carolina
$231K -$2.83K -32 -1%
AWM
335
AE Wealth Management
Kansas
$228K -$1.58M -17,914 -87%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$227K +$244K +2,761 New
IFG
337
Independent Financial Group
California
$226K -$376K -4,255 -61%
William Blair & Company
338
William Blair & Company
Illinois
$226K +$243K +2,749 New
Credit Agricole
339
Credit Agricole
France
$225K +$238K +2,700 +8,182%
TB
340
Terril Brothers
Missouri
$222K
PWMG
341
Pinnacle Wealth Management Group
Michigan
$218K +$234K +2,654 New
FFM
342
Forum Financial Management
Illinois
$218K
JFG
343
Jefferies Financial Group
New York
$216K -$609K -6,897 -72%
FSI
344
Flow State Investments
Illinois
$215K +$231K +2,614 New
RJT
345
Raymond James Trust
Florida
$215K -$16.4K -186 -7%
BMSSC
346
B. Metzler seel. Sohn & Co
Germany
$211K
IMCOOI
347
Investment Management Corp of Ontario (IMCO)
Canada
$208K +$223K +2,528 New
MCM
348
Moore Capital Management
New York
$205K
BMCM
349
Black Maple Capital Management
Wisconsin
$205K +$221K +2,500 New
EM
350
ELCO Management
New York
$205K +$221K +2,500 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.