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EXE

Expand Energy Corp

170 hedge funds and large institutions have $5.64B invested in Expand Energy Corp in 2021 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 32

44% more funds holding

Funds holding: 118170 (+52)

38% more capital invested

Capital invested by funds: $4.08B → $5.64B (+$1.55B)

14.83% more ownership

Funds ownership: 96.12%110.95% (+15%)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

26% less call options, than puts

Call options by funds: $9.86M | Put options by funds: $13.4M

Holders
170
Holders Change
+52
Holders Change %
+44.07%
% of All Funds
2.96%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
84
Increased
32
Reduced
35
Closed
32
Calls
$9.86M
Puts
$13.4M
Net Calls
-$3.5M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Change in
Stake
KL
26
KGH Ltd
Bahamas
$41.8M -$7.05M -141,179 -15%
Victory Capital Management
27
Victory Capital Management
Texas
$39M +$25.6M +512,338 +214%
Renaissance Technologies
28
Renaissance Technologies
New York
$34.2M +$32.9M +658,300 New
Marshall Wace
29
Marshall Wace
United Kingdom
$32M -$12.9M -258,326 -30%
MRCP
30
Maple Rock Capital Partners
Ontario, Canada
$30.8M -$1.57M -31,488 -5%
GAM
31
Goldentree Asset Management
New York
$28.7M -$4.47M -89,543 -14%
AFA
32
Alta Fundamental Advisers
New York
$28.6M -$5.69M -114,000 -17%
AL
33
Appaloosa LP
New Jersey
$27.3M -$160M -3,202,782 -86%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$23.3M +$19M +380,366 +557%
N
35
Nuveen
North Carolina
$21.9M +$11.9M +238,295 +130%
LIA
36
LSP Investment Advisors
New York
$19.6M
WC
37
Wexford Capital
Florida
$18.2M -$43.9M -878,945 -71%
RA
38
Royce & Associates
New York
$18.2M -$9.23M -184,976 -35%
JP Morgan Chase
39
JP Morgan Chase
New York
$16.6M +$4.56M +91,408 +40%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$16.6M +$15.9M +319,135 New
KSCM
41
King Street Capital Management
New York
$14.4M
ACG
42
Anchorage Capital Group
New York
$14.2M -$77.3M -1,548,846 -85%
Macquarie Group
43
Macquarie Group
Australia
$12.5M +$12M +241,162 New
Allianz Asset Management
44
Allianz Asset Management
Germany
$11.1M -$121K -2,429 -1%
Charles Schwab
45
Charles Schwab
California
$10.9M +$10.5M +209,456 New
CS
46
Credit Suisse
Switzerland
$10.6M +$4.67M +93,581 +85%
AllianceBernstein
47
AllianceBernstein
Tennessee
$10.2M +$3.54M +70,900 +57%
Bank of America
48
Bank of America
North Carolina
$9.63M -$2.81M -56,262 -23%
PAMU
49
Pictet Asset Management (UK)
United Kingdom
$8.66M +$2.2M +43,991 +36%
Ameriprise
50
Ameriprise
Minnesota
$8.45M +$7.55M +151,130 +1,300%

EXE Hedge Fund Activity: Q2 2021 in Review

170 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q2 2021, worth a combined $5.64B — up 38% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new EXE positions and 32 closed out — a net gain of 52 holders — while 32 added to existing stakes and 35 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $361M. The largest seller was Franklin Resources, cutting an estimated $225M.

  • 170 institutional investors held Expand Energy Corp (EXE) as of Q2 2021, up from 118 in Q1 2021.
  • Funds reported $5.64B of Expand Energy Corp stock for Q2 2021, up 38% quarter-over-quarter.
  • 84 funds opened new Expand Energy Corp positions in Q2 2021 and 32 closed out, a net change of +52 holders.
  • The largest Expand Energy Corp buyer in Q2 2021 was Vanguard Group, an estimated $361M added.
  • The largest Expand Energy Corp seller in Q2 2021 was Franklin Resources, an estimated $225M sold.

Based on aggregated 13F filings for Q2 2021.