We are live on ! Find out more
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
BTI
376
Blue Trust Inc
Georgia
$60.1K +$53.8K +609 +896%
HNB
377
Huntington National Bank
Ohio
$57.5K +$1.77K +20 +3%
QCG
378
Quadrant Capital Group
Ohio
$57K +$30.4K +344 +98%
GRP
379
Global Retirement Partners
California
$56.1K +$1.59K +18 +3%
PGAM
380
Princeton Global Asset Management
New Jersey
$49.4K +$177 +2 +0.3%
GI
381
GAMMA Investing
California
$46.8K +$21.6K +245 +76%
Mirae Asset Global Investments
382
Mirae Asset Global Investments
South Korea
$46.4K -$16M -180,673 -100%
WIM
383
Westside Investment Management
California
$42.7K
IA
384
IFP Advisors
Florida
$42.4K -$442 -5 -1%
ATC
385
Adirondack Trust Company
New York
$41.1K
BF
386
BOK Financial
Oklahoma
$41.1K
MFG
387
Mendota Financial Group
Wisconsin
$38.6K -$19.4K -220 -32%
LC
388
Lindbrook Capital
California
$30.2K -$530 -6 -2%
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4K -$2.21K -25 -7%
CFB
390
Cullen/Frost Bankers
Texas
$24.7K
TFIPS
391
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.7K
NA
392
NewEdge Advisors
Louisiana
$24.2K -$1.06M -12,006 -98%
PS
393
Principal Securities
Iowa
$23.2K -$1.41K -16 -5%
CCA
394
Criterion Capital Advisors
Tennessee
$23K
Nisa Investment Advisors
395
Nisa Investment Advisors
Missouri
$21.5K +$16.2K +184 +236%
PFBT
396
Parkside Financial Bank & Trust
Missouri
$20.9K +$1.32K +15 +6%
AF
397
Allworth Financial
California
$20.8K -$530 -6 -2%
DZ Bank
398
DZ Bank
Germany
$20.5K
GWM
399
Geneos Wealth Management
Colorado
$19.6K +$8.83K +100 +72%
SWM
400
Spire Wealth Management
Virginia
$18.5K

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.