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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
IC
401
Innealta Capital
Texas
$18.4K +$19.8K +224 New
EWA
402
EverSource Wealth Advisors
Alabama
$17.9K +$2.83K +32 +16%
BCMLT
403
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.5K
PA
404
Parallel Advisors
California
$17K +$8.39K +95 +85%
CFGS
405
Concourse Financial Group Securities
Alabama
$16.6K +$2.12K +24 +13%
Jones Financial Companies
406
Jones Financial Companies
Missouri
$16.6K +$5.56K +63 +46%
NFSG
407
Newbridge Financial Services Group
Florida
$16.4K -$8.83K -100 -33%
BSB
408
Bangor Savings Bank
Maine
$16.4K
PBK
409
Peoples Bank (Kansas)
Kansas
$16.4K
PTC
410
Private Trust Company
Ohio
$16.2K +$7.33K +83 +73%
FHA
411
First Horizon Advisors
Tennessee
$16.2K -$10.1K -114 -37%
ETC
412
Exchange Traded Concepts
Oklahoma
$15.9K +$9.1K +103 +113%
FFO
413
Fortitude Family Office
Arizona
$15.4K
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$14.2K +$15.3K +173 New
DCP
415
Distillate Capital Partners
Illinois
$14.1K +$15.1K +171 New
ITIM
416
Indiana Trust & Investment Management
Indiana
$12.3K
RWMG
417
Redwood Wealth Management Group
New Jersey
$12.3K +$13.2K +150 New
AIM
418
Anchor Investment Management
South Carolina
$11.5K
AF
419
Advisornet Financial
Minnesota
$11.2K
DMBA
420
Deseret Mutual Benefit Administrators
Utah
$10.1K +$10.9K +123 New
OLVIG
421
Oliver Lagore Vanvalin Investment Group
Michigan
$8.63K
HI
422
Harbour Investments
Wisconsin
$8.63K +$88 +1 +1%
MSG
423
Main Street Group
Virginia
$8.25K
HNB
424
Hilltop National Bank
Wyoming
$8.22K
SPIA
425
Steward Partners Investment Advisory
New York
$8.22K

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.