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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
DZ Bank
426
DZ Bank
Germany
$23.5K
FPFS
427
First Personal Financial Services
North Carolina
$22.1K -$11.5K -116 -33%
MCC
428
Money Concepts Capital
Florida
$20K +$21K +212 New
BBHC
429
Brown Brothers Harriman & Co
New York
$19.8K
CFGS
430
Concourse Financial Group Securities
Alabama
$19.1K -$892 -9 -4%
PFBT
431
Parkside Financial Bank & Trust
Missouri
$18.9K +$15.8K +159 +388%
NA
432
NewEdge Advisors
Louisiana
$16.7K +$183K +1,845 New
CWC
433
Carolinas Wealth Consulting
North Carolina
$15.2K +$495 +5 +3%
HCM
434
Hollencrest Capital Management
California
$14.2K +$14.9K +150 New
PB
435
Pinnacle Bancorp
Nebraska
$14K +$2.38K +24 +20%
Loomis, Sayles & Company
436
Loomis, Sayles & Company
Massachusetts
$14K +$13.4K +135 +750%
AIM
437
Anchor Investment Management
South Carolina
$13.2K +$10.1K +102 +268%
GWM
438
Geneos Wealth Management
Colorado
$13.1K
AF
439
Advisornet Financial
Minnesota
$11.8K +$1.29K +13 +12%
FFA
440
Farther Finance Advisors
California
$10.2K +$10.7K +108 New
SWM
441
Spire Wealth Management
Virginia
$10K -$3.47K -35 -24%
PTC
442
Private Trust Company
Ohio
$10K +$10.4K +105 New
Bessemer Group
443
Bessemer Group
New Jersey
$10K +$10.6K +107 New
OLVIG
444
Oliver Lagore Vanvalin Investment Group
Michigan
$9.91K
DCP
445
Distillate Capital Partners
Illinois
$9.53K -$8.03M -81,007 -100%
BWM
446
BerganKDV Wealth Management
Minnesota
$9.44K
IGWM
447
ICA Group Wealth Management
Colorado
$9.44K +$9.91K +100 New
TCA
448
Trifecta Capital Advisors
Illinois
$9.44K +$9.91K +100 New
CT
449
Colonial Trust
South Carolina
$9.17K +$9.61K +97 New
SC
450
Schubert & Co
Texas
$8.49K +$297 +3 +3%

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.