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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
TFIPS
401
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.7K
PBK
402
Peoples Bank (Kansas)
Kansas
$24.7K +$7.63K +100 +50%
CCA
403
Criterion Capital Advisors
Tennessee
$23K
UB
404
UMB Bank
Missouri
$22.7K +$14.2K +186 +207%
PGAM
405
Princeton Global Asset Management
New Jersey
$22.6K -$24.9K -326 -54%
PS
406
Principal Securities
Iowa
$22.3K -$840 -11 -4%
NIMC
407
Nierenberg Investment Management Company
Washington
$21K +$19.5K +255 New
NA
408
NewEdge Advisors
Louisiana
$20.9K -$3.13K -41 -14%
DZ Bank
409
DZ Bank
Germany
$20.5K
CFGS
410
Concourse Financial Group Securities
Alabama
$20K +$3.13K +41 +20%
AF
411
Allworth Financial
California
$19.5K -$1.53K -20 -8%
SWM
412
Spire Wealth Management
Virginia
$18.5K
DMBA
413
Deseret Mutual Benefit Administrators
Utah
$18.1K +$7.41K +97 +79%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$17K -$3.67K -48 -19%
BSB
415
Bangor Savings Bank
Maine
$16.4K
SPIA
416
Steward Partners Investment Advisory
New York
$14.8K +$6.11K +80 +80%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$14.4K +$12.8K +168 +2,400%
EWA
418
EverSource Wealth Advisors
Alabama
$14.1K -$4.81K -63 -27%
FCM
419
Fourpath Capital Management
Oklahoma
$13.3K +$12.3K +161 New
ITIM
420
Indiana Trust & Investment Management
Indiana
$12.3K
Bessemer Group
421
Bessemer Group
New Jersey
$12K +$5.65K +74 +107%
PTC
422
Private Trust Company
Ohio
$10.4K -$5.42K -71 -36%
AIM
423
Anchor Investment Management
South Carolina
$9.95K -$1.45K -19 -14%
AF
424
Advisornet Financial
Minnesota
$9.21K -$1.83K -24 -18%
OLVIG
425
Oliver Lagore Vanvalin Investment Group
Michigan
$8.64K

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.