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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
CAL
451
Capital Analysts LLC
Pennsylvania
$2K +$1.53K +20 New
OW
452
Olistico Wealth
Oklahoma
$1.97K
BGAI
453
Bruce G. Allen Investments
Colorado
$1.81K -$5.27K -69 -76%
CCM
454
Chilton Capital Management
Texas
$1.73K +$1.6K +21 New
SIC
455
SJS Investment Consulting
Ohio
$1.65K +$76 +1 +5%
GSEP
456
Golden State Equity Partners
California
$1.56K +$1.45K +19 New
CA
457
CoreCap Advisors
Michigan
$1.32K +$1.22K +16 New
HFS
458
Hantz Financial Services
Michigan
$1K -$4.12K -54 -89%
RIL
459
Rothschild Investment LLC
Illinois
$905 +$382 +5 +83%
TWD
460
True Wealth Design
Ohio
$658 -$153 -2 -20%
CPA
461
Capital Performance Advisors
California
$494 +$458 +6 New
MCM
462
MV Capital Management
Maryland
$412 +$229 +3 +150%
VWA
463
Valued Wealth Advisors
Utah
$330 -$1.07K -14 -78%
MG
464
Mather Group
Illinois
$165 -$52K -681 -100%
ATS
465
Ashton Thomas Securities
New York
$165 +$153 +2 New
TFM
466
TFC Financial Management
Massachusetts
$83 +$76 +1 New
RhumbLine Advisers
467
RhumbLine Advisers
Massachusetts
-$27.4M -333,692 Closed
Renaissance Technologies
468
Renaissance Technologies
New York
-$27.1M -329,520 Closed
PC
469
PointState Capital
New York
-$27M -328,871 Closed
LSV Asset Management
470
LSV Asset Management
Illinois
-$22.8M -277,861 Closed
Tudor Investment Corp
471
Tudor Investment Corp
Connecticut
-$19.1M -231,878 Closed
CIM
472
Cambria Investment Management
California
-$12M -146,094 Closed
HHAM
473
HITE Hedge Asset Management
Massachusetts
-$5.8M -70,615 Closed
QT
474
Quantbot Technologies
New York
-$4.87M -59,288 Closed
Two Sigma Advisers
475
Two Sigma Advisers
New York
-$4.6M -56,009 Closed

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.