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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
CCM
351
Chickasaw Capital Management
Tennessee
$205K +$221K +2,500 New
AC
352
Avestar Capital
New York
$202K +$218K +2,463 New
VI
353
Vestcor Inc
New Brunswick, Canada
$195K
CCM
354
Corsair Capital Management
New York
$194K -$1.5K -17 -0.7%
NEI
355
Northwest & Ethical Investments
Ontario, Canada
$181K +$132K +1,500 +214%
FFA
356
Farther Finance Advisors
California
$178K +$7.24K +82 +4%
RIM
357
Rakuten Investment Management
Japan
$126K +$50.1K +567 +59%
CI Investments Inc
358
CI Investments Inc
Ontario, Canada
$125K -$19.4K -220 -13%
BCWM
359
Bartlett & Co Wealth Management
Ohio
$123K -$57.8K -655 -30%
S
360
SignatureFD
Georgia
$116K -$14.3K -162 -10%
LSA
361
Leonteq Securities AG
Switzerland
$115K +$22.7K +257 +22%
TRCT
362
Tower Research Capital (TRC)
New York
$113K -$235K -2,658 -66%
IWA
363
IBEX Wealth Advisors
New Jersey
$110K -$420K -4,757 -78%
C
364
Covestor
United Kingdom
$109K -$164K -1,859 -58%
SC
365
Solstein Capital
California
$99.8K +$107K +1,214 New
SS
366
Sunbelt Securities
Texas
$96.6K -$5.3K -60 -5%
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$77K -$1.41K -16 -2%
CJ
368
Caitlin John
Michigan
$74.5K +$177 +2 +0.2%
CSC
369
Caldwell Sutter Capital
California
$74K -$86.1K -975 -52%
SHIM
370
Stone House Investment Management
Pennsylvania
$69.2K +$45.9K +520 +161%
CIM
371
Chiron Investment Management
New York
$66K +$4.06K +46 +6%
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$63.3K -$235K -2,664 -78%
A
373
AlphaQuest
New York
$63K -$1.16M -13,188 -95%
WT
374
Washington Trust
Rhode Island
$61.6K
MG
375
Mather Group
Illinois
$60.7K +$56.3K +637 +1,385%

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.