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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
ETH
451
Exos TFP Holdings
New York
$7.83K +$8.22K +83 New
RCM
452
Raleigh Capital Management
North Carolina
$7.31K +$3.96K +40 +105%
TPCW
453
TD Private Client Wealth
New York
$7.08K
TLA
454
Tanglewood Legacy Advisors
Texas
$6.98K +$7.33K +74 New
IFAM
455
Institutional & Family Asset Management
Colorado
$6.51K +$3.27K +33 +92%
HCP
456
Hexagon Capital Partners
Arkansas
$6.23K +$594 +6 +10%
TC
457
Truvestments Capital
Florida
$6.13K +$6.44K +65 New
BAM
458
Belpointe Asset Management
Nevada
$5.65K +$5.94K +60 New
WTA
459
Washington Trust Advisors
Massachusetts
$5.19K +$1.39K +14 +34%
BFEC
460
Benjamin F. Edwards & Company
Missouri
$5K
JWA
461
JFS Wealth Advisors
Pennsylvania
$3.96K +$99 +1 +2%
LC
462
Lindbrook Capital
California
$3.21K
Credit Agricole
463
Credit Agricole
France
$3.11K
VCM
464
Versant Capital Management
Arizona
$3.11K
BIA
465
Bell Investment Advisors
California
$2.74K -$1.09K -11 -28%
CFO
466
CVA Family Office
Colorado
$2.74K +$2.87K +29 New
AWM
467
Accurate Wealth Management
Florida
$2.21K +$2.48K +25 New
FP
468
Financial Perspectives
Minnesota
$1.99K +$99 +1 +5%
FCA
469
FinTrust Capital Advisors
South Carolina
$1.98K +$2.08K +21 New
MWM
470
MinichMacGregor Wealth Management
New York
$1.98K +$2.08K +21 New
BAAM
471
Baker Avenue Asset Management
California
$1.89K +$1.98K +20 New
SIS
472
Sound Income Strategies
Florida
$1.7K
GWS
473
Glassman Wealth Services
Virginia
$1.51K +$396 +4 +33%
SIC
474
SJS Investment Consulting
Ohio
$1.51K +$594 +6 +60%
BCMLT
475
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.23K +$1.29K +13 New

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.