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EXE

Expand Energy Corp

345 hedge funds and large institutions have $12B invested in Expand Energy Corp in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 115 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 32

146% more funds holding in top 10

Funds holding in top 10: 1332 (+19)

41% more capital invested

Capital invested by funds: $8.46B → $12B (+$3.5B)

34% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 86

29% more funds holding

Funds holding: 268345 (+77)

5.31% more ownership

Funds ownership: 112.11%117.42% (+5.3%)

1% less call options, than puts

Call options by funds: $105M | Put options by funds: $106M

Holders
345
Holders Change
+77
Holders Change %
+28.73%
% of All Funds
5.44%
Holding in Top 10
32
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+146.15%
% of All Funds
0.5%
New
110
Increased
115
Reduced
86
Closed
32
Calls
$105M
Puts
$106M
Net Calls
-$1.25M
Net Calls Change
+$36.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
26
Orbis Allan Gray
Bermuda
$69.7M +$44.1M +600,484 +300%
Charles Schwab
27
Charles Schwab
California
$69.3M +$1.47M +20,065 +3%
First Trust Advisors
28
First Trust Advisors
Illinois
$66.1M +$40M +545,034 +254%
SG
29
Sourcerock Group
Colorado
$64.8M -$9.79M -133,442 -15%
Goldman Sachs
30
Goldman Sachs
New York
$64.3M +$46.7M +636,829 +626%
JP Morgan Chase
31
JP Morgan Chase
New York
$64.2M +$8.02M +109,215 +17%
N
32
Nuveen
North Carolina
$63.3M -$1.94M -26,448 -3%
CC
33
Cannell & Co
New York
$62.2M -$9.11M -124,095 -15%
IAM
34
Impala Asset Management
Florida
$61M +$51.5M +701,231 New
Renaissance Technologies
35
Renaissance Technologies
New York
$59.9M +$43.6M +594,400 +634%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$58.6M +$49.4M +673,503 New
TSW
37
Thompson Siegel & Walmsley
Virginia
$57.8M +$9.18M +125,097 +23%
Victory Capital Management
38
Victory Capital Management
Texas
$56.9M -$2.85M -38,798 -6%
KL
39
KGH Ltd
Bahamas
$55.9M +$8.38M +114,192 +18%
Ameriprise
40
Ameriprise
Minnesota
$53.7M +$11.8M +160,155 +35%
Citadel Advisors
41
Citadel Advisors
Florida
$53M -$1.52M -20,669 -3%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$45.8M +$38.6M +526,294 New
PR
43
Payden & Rygel
California
$39.6M +$11M +150,264 +49%
Bank of America
44
Bank of America
North Carolina
$39.4M +$3.96M +54,018 +14%
PAMS
45
Pictet Asset Management (Switzerland)
Switzerland
$36.9M +$5.83M +79,407 +23%
AFA
46
Alta Fundamental Advisers
New York
$36M -$8.07M -110,000 -21%
ECP
47
Electron Capital Partners
New York
$32M +$4.04M +55,049 +18%
RRAM
48
River Road Asset Management
Kentucky
$31M +$234K +3,193 +0.9%
UBS AM
49
UBS AM
Illinois
$30.8M -$561K -7,637 -2%
NIP
50
Nicholas Investment Partners
California
$30.5M +$3.01M +41,071 +13%

EXE Hedge Fund Activity: Q1 2022 in Review

345 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q1 2022, worth a combined $12B — up 41% from $8.46B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new EXE positions and 32 closed out — a net gain of 78 holders — while 115 added to existing stakes and 86 trimmed.

The largest buyer was Kimmeridge Energy Management, opening a new position worth an estimated $143M. The largest seller was Franklin Resources, cutting an estimated $190M.

  • 345 institutional investors held Expand Energy Corp (EXE) as of Q1 2022, up from 268 in Q4 2021.
  • Funds reported $12B of Expand Energy Corp stock for Q1 2022, up 41% quarter-over-quarter.
  • 110 funds opened new Expand Energy Corp positions in Q1 2022 and 32 closed out, a net change of +78 holders.
  • The largest Expand Energy Corp buyer in Q1 2022 was Kimmeridge Energy Management, an estimated $143M added.
  • The largest Expand Energy Corp seller in Q1 2022 was Franklin Resources, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2022.