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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
SAM
426
Smartleaf Asset Management
Massachusetts
$8.59K +$6.41K +84 +420%
HNB
427
Hilltop National Bank
Wyoming
$8.22K
M
428
MOTCO
Texas
$8.22K +$7.63K +100 New
FMP
429
Financial Management Professionals
Texas
$8K
HWM
430
Hemington Wealth Management
Virginia
$8K +$7.56K +99 New
HI
431
Harbour Investments
Wisconsin
$7.4K -$1.15K -15 -14%
AC
432
Amitell Capital
Singapore
$7.16K
JWA
433
JFS Wealth Advisors
Pennsylvania
$7.07K +$993 +13 +18%
AAP
434
Arax Advisory Partners
Colorado
$6.42K +$1.68K +22 +39%
Allspring Global Investments
435
Allspring Global Investments
North Carolina
$6.17K +$3.97K +52 +226%
TLA
436
Tanglewood Legacy Advisors
Texas
$6.09K
HCP
437
Hexagon Capital Partners
Arkansas
$6.02K +$1.22K +16 +28%
FUBT
438
First United Bank & Trust
Maryland
$4.93K
Nisa Investment Advisors
439
Nisa Investment Advisors
Missouri
$4.77K -$15.6K -204 -78%
CTA
440
Colonial Trust Advisors
South Carolina
$4.52K
TCM
441
Tradewinds Capital Management
Washington
$4.2K
JIP
442
Jaffetilchin Investment Partners
Florida
$3.78K -$405K -5,302 -99%
FCA
443
FinTrust Capital Advisors
South Carolina
$3.62K
PWMG
444
Private Wealth Management Group
New Jersey
$3.46K -$3.28K -43 -51%
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$3.46K
NMM
446
Naples Money Management
Florida
$2.88K +$305 +4 +13%
BIG
447
Brooklyn Investment Group
New York
$2.47K +$2.29K +30 New
BIA
448
Bell Investment Advisors
California
$2.39K
VCM
449
Versant Capital Management
Arizona
$2.3K -$2.06K -27 -49%
S
450
Sachetta
Massachusetts
$2.22K +$687 +9 +50%

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.