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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
TFA
376
Transamerica Financial Advisors
Florida
$72K +$66.2K +867 New
SHIM
377
Stone House Investment Management
Pennsylvania
$69.4K +$153 +2 +0.2%
PA
378
Parallel Advisors
California
$65.9K +$45.4K +594 +287%
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.7K +$33.7K +442 +133%
HNB
380
Huntington National Bank
Ohio
$63.4K +$5.42K +71 +10%
WT
381
Washington Trust
Rhode Island
$61.7K
GRP
382
Global Retirement Partners
California
$56.6K +$382 +5 +0.7%
LSA
383
Leonteq Securities AG
Switzerland
$56K -$55.3K -724 -52%
QCG
384
Quadrant Capital Group
Ohio
$54.5K -$2.44K -32 -5%
GWM
385
Geneos Wealth Management
Colorado
$52.6K +$30.5K +400 +167%
Jones Financial Companies
386
Jones Financial Companies
Missouri
$48.6K +$29.5K +387 +193%
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$46.1K -$16K -210 -27%
BF
388
BOK Financial
Oklahoma
$42.9K +$305 +4 +0.8%
WIM
389
Westside Investment Management
California
$42.8K
ATC
390
Adirondack Trust Company
New York
$41.1K
MFG
391
Mendota Financial Group
Wisconsin
$38.7K +$76 +1 +0.2%
WI
392
Wintrust Investments
Illinois
$34K -$406K -5,312 -93%
C
393
Covestor
United Kingdom
$34K -$70.1K -918 -69%
GI
394
GAMMA Investing
California
$32.7K -$13.1K -171 -30%
GCM
395
Gladius Capital Management
Illinois
$30.9K +$28.7K +376 New
IA
396
IFP Advisors
Florida
$30.9K -$10.7K -140 -27%
LFG
397
Larson Financial Group
Missouri
$28.5K +$25.1K +329 +1,935%
LC
398
Lindbrook Capital
California
$25.8K -$4.12K -54 -15%
FHA
399
First Horizon Advisors
Tennessee
$25K +$8.17K +107 +54%
CFB
400
Cullen/Frost Bankers
Texas
$24.7K

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.