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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
PWMG
351
Pinnacle Wealth Management Group
Michigan
$220K +$1.91K +25 +0.9%
FFM
352
Forum Financial Management
Illinois
$218K +$76 +1 +0%
William Blair & Company
353
William Blair & Company
Illinois
$218K -$7.63K -100 -4%
BMSSC
354
B. Metzler seel. Sohn & Co
Germany
$211K
CCM
355
Chickasaw Capital Management
Tennessee
$206K
EM
356
ELCO Management
New York
$206K
MML Investors Services
357
MML Investors Services
Massachusetts
$204K +$189K +2,475 New
BC
358
Barnett & Company
Tennessee
$203K -$954K -12,500 -84%
Kovitz Investment Group Partners
359
Kovitz Investment Group Partners
Illinois
$201K +$191K +2,500 New
FFA
360
Florida Financial Advisors
Florida
$200K +$186K +2,435 New
VI
361
Vestcor Inc
New Brunswick, Canada
$195K
NEI
362
Northwest & Ethical Investments
Ontario, Canada
$181K
RIM
363
Rakuten Investment Management
Japan
$168K +$38.9K +509 +33%
FFA
364
Farther Finance Advisors
California
$165K -$12K -157 -7%
CI Investments Inc
365
CI Investments Inc
Ontario, Canada
$163K +$35.2K +461 +30%
UCI
366
Uncommon Cents Investing
Wisconsin
$148K +$138K +1,805 New
BCWM
367
Bartlett & Co Wealth Management
Ohio
$123K
FFWM
368
Future Financial Wealth Management
Ohio
$119K +$111K +1,450 New
Walleye Capital
369
Walleye Capital
New York
$111K -$1.7M -22,212 -94%
S
370
SignatureFD
Georgia
$102K -$12.8K -167 -12%
SC
371
Solstein Capital
California
$99.9K
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$94K +$16.3K +214 +23%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$86.2K +$66.8K +875 +506%
CJ
374
Caitlin John
Michigan
$77.6K -$7.56K -99 -11%
CSC
375
Caldwell Sutter Capital
California
$74K

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.