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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
TCA
426
Trifecta Capital Advisors
Illinois
$8.22K
FMP
427
Financial Management Professionals
Texas
$8K
BGAI
428
Bruce G. Allen Investments
Colorado
$7.48K +$88 +1 +1%
UB
429
UMB Bank
Missouri
$7.4K +$5.56K +63 +233%
AC
430
Amitell Capital
Singapore
$7.15K
PWMG
431
Private Wealth Management Group
New Jersey
$6.99K +$4.06K +46 +118%
FLPIM
432
F.L. Putnam Investment Management
Massachusetts
$6.16K +$6.62K +75 New
TLA
433
Tanglewood Legacy Advisors
Texas
$6.08K
Bessemer Group
434
Bessemer Group
New Jersey
$6K
JWA
435
JFS Wealth Advisors
Pennsylvania
$6K +$353 +4 +6%
DJSG
436
D.J. St. Germain
Massachusetts
$5.59K
HFS
437
Hantz Financial Services
Michigan
$5K -$18.8K -213 -78%
FUBT
438
First United Bank & Trust
Maryland
$4.93K
HCP
439
Hexagon Capital Partners
Arkansas
$4.61K -$1.59K -18 -24%
AAP
440
Arax Advisory Partners
Colorado
$4.6K +$4.95K +56 New
VCM
441
Versant Capital Management
Arizona
$4.52K
CTA
442
Colonial Trust Advisors
South Carolina
$4.52K +$4.86K +55 New
TCM
443
Tradewinds Capital Management
Washington
$4.16K +$88 +1 +2%
FCA
444
FinTrust Capital Advisors
South Carolina
$3.62K
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$3.45K
ATPW
446
Ashton Thomas Private Wealth
Arizona
$2.88K +$3.09K +35 New
O
447
Ossiam
France
$2.71K -$237K -2,686 -99%
NMM
448
Naples Money Management
Florida
$2.56K
BIA
449
Bell Investment Advisors
California
$2.38K
TH
450
TCTC Holdings
Texas
$2.38K

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.