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EXE

Expand Energy Corp

491 hedge funds and large institutions have $12.6B invested in Expand Energy Corp in 2022 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 197 increasing their positions, 117 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 61

68% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 117

32% more call options, than puts

Call options by funds: $169M | Put options by funds: $128M

13% more funds holding

Funds holding: 436491 (+55)

3% more capital invested

Capital invested by funds: $12.2B → $12.6B (+$362M)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

10.08% less ownership

Funds ownership: 107.64%97.56% (-10%)

Holders
491
Holders Change
+55
Holders Change %
+12.61%
% of All Funds
7.89%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.5%
New
123
Increased
197
Reduced
117
Closed
61
Calls
$169M
Puts
$128M
Net Calls
+$40.9M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
3IP
376
3Chopt Investment Partners
Virginia
$261K +$274K +2,761 New
PAG
377
Private Advisor Group
New Jersey
$254K +$1.12M +11,293 New
AWM
378
Axxcess Wealth Management
California
$253K +$266K +2,685 New
ASN
379
Advisory Services Network
Georgia
$253K +$265K +2,678 New
FFM
380
Forum Financial Management
Illinois
$251K -$2.08K -21 -0.8%
EA
381
Ellsworth Advisors
Ohio
$251K +$280K +2,822 New
TYCC
382
Texas Yale Capital Corp
Florida
$250K +$263K +2,650 New
MAM
383
Martingale Asset Management
Massachusetts
$245K +$258K +2,600 New
MIM
384
MetLife Investment Management
New Jersey
$236K +$1.19K +12 +0.5%
EGA
385
E&G Advisors
Texas
$236K +$247K +2,497 New
O
386
Ossiam
France
$235K +$35.2K +355 +17%
VPIM
387
Vanguard Personalized Indexing Management
California
$223K -$4.56K -46 -2%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$220K +$180K +1,820 +353%
HT
389
HighTower Trust
Texas
$212K -$69.4K -700 -24%
1CM
390
1492 Capital Management
Wisconsin
$206K -$4.06K -41 -2%
Nomura Holdings
391
Nomura Holdings
Japan
$204K +$214K +2,165 New
PCS
392
Personal CFO Solutions
New Jersey
$203K +$1.19K +12 +0.6%
LW
393
Linscomb Wealth
Texas
$202K +$212K +2,135 New
CSC
394
Caldwell Sutter Capital
California
$201K +$211K +2,125 New
HBW
395
Hazlett, Burt & Watson
West Virginia
$191K +$1.29K +13 +0.6%
FHA
396
First Horizon Advisors
Tennessee
$173K -$1.49K -15 -0.8%
BAMF
397
BI Asset Management Fondsmaeglerselskab
Denmark
$134K +$141K +1,420 New
SGA
398
Seaport Global Advisors
Massachusetts
$119K +$98.3K +992 +372%
AIG
399
American International Group
New York
$118K -$2.38K -24 -2%
IUHSA
400
Itau Unibanco Holding S.A.
Brazil
$114K -$13.8K -139 -10%

EXE Hedge Fund Activity: Q4 2022 in Review

491 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q4 2022, worth a combined $12.6B — up 3% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EXE positions and 61 closed out — a net gain of 62 holders — while 197 added to existing stakes and 117 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $141M. The largest seller was Prudential Financial, cutting an estimated $313M.

  • 491 institutional investors held Expand Energy Corp (EXE) as of Q4 2022, up from 436 in Q3 2022.
  • Funds reported $12.6B of Expand Energy Corp stock for Q4 2022, up 3% quarter-over-quarter.
  • 123 funds opened new Expand Energy Corp positions in Q4 2022 and 61 closed out, a net change of +62 holders.
  • The largest Expand Energy Corp buyer in Q4 2022 was T. Rowe Price Associates, an estimated $141M added.
  • The largest Expand Energy Corp seller in Q4 2022 was Prudential Financial, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2022.