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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
BIM
326
Baldwin Investment Management
Pennsylvania
$297K -$10.3K -135 -4%
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$287K +$41.8K +548 +20%
HR
328
Hardy Reed
Mississippi
$286K
WSFS
329
Wilmington Savings Fund Society
Delaware
$277K +$257K +3,367 New
AWM
330
Apollon Wealth Management
South Carolina
$273K -$9.47K -124 -4%
HWM
331
Hohimer Wealth Management
Washington
$273K -$791K -10,360 -76%
Luther King Capital Management (LKCM)
332
Luther King Capital Management (LKCM)
Texas
$267K +$248K +3,250 New
FTWA
333
Fifth Third Wealth Advisors
Ohio
$266K -$840 -11 -0.3%
RJFSA
334
Raymond James Financial Services Advisors
Florida
$263K -$9.93K -130 -4%
Osaic Holdings
335
Osaic Holdings
Arizona
$256K -$341K -4,472 -59%
AFCM
336
Applied Finance Capital Management
Puerto Rico
$256K -$35K -459 -13%
PCM
337
Prelude Capital Management
New York
$255K +$237K +3,102 New
AI
338
Atria Investments
North Carolina
$254K -$7.03K -92 -3%
Credit Agricole
339
Credit Agricole
France
$253K +$26K +340 +12%
UM
340
UniSuper Management
Australia
$247K
SWP
341
Stratos Wealth Partners
Ohio
$246K -$11.7K -153 -5%
TI
342
Tidal Investments
Wisconsin
$239K -$595K -7,794 -73%
Truist Financial
343
Truist Financial
North Carolina
$239K +$6.41K +84 +3%
FCBT
344
First Citizens Bank & Trust
North Carolina
$235K
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$233K -$77K -1,008 -26%
TWC
346
TD Waterhouse Canada
Ontario, Canada
$232K +$216K +2,834 New
AWS
347
Atria Wealth Solutions
New York
$230K +$214K +2,800 New
IWM
348
IHT Wealth Management
Illinois
$225K +$210K +2,747 New
TB
349
Terril Brothers
Missouri
$222K
BCM
350
Bayesian Capital Management
New York
$222K +$206K +2,700 New

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.