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EXE

Expand Energy Corp

477 hedge funds and large institutions have $11.8B invested in Expand Energy Corp in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 181 increasing their positions, 142 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

27% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 142

14% more call options, than puts

Call options by funds: $369M | Put options by funds: $325M

8% more capital invested

Capital invested by funds: $10.9B → $11.8B (+$914M)

6.18% more ownership

Funds ownership: 96.87%103.05% (+6.2%)

4% more funds holding

Funds holding: 457477 (+20)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
477
Holders Change
+20
Holders Change %
+4.38%
% of All Funds
7.57%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
83
Increased
181
Reduced
142
Closed
56
Calls
$369M
Puts
$325M
Net Calls
+$44.6M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Slate Path Capital
New York
$98.7M -$22.4M -263,820 -19%
Goldman Sachs
27
Goldman Sachs
New York
$84.8M +$17.5M +205,872 +26%
Bank of America
28
Bank of America
North Carolina
$82.3M +$19.6M +231,192 +32%
Northern Trust
29
Northern Trust
Illinois
$75M +$27.1M +319,021 +58%
LSV Asset Management
30
LSV Asset Management
Illinois
$74M -$662K -7,800 -0.9%
Morgan Stanley
31
Morgan Stanley
New York
$73.6M +$12.1M +142,472 +20%
CC
32
Cannell & Co
New York
$66.1M +$317K +3,735 +0.5%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$62.2M +$1.67M +19,711 +3%
TSW
34
Thompson Siegel & Walmsley
Virginia
$61.8M -$2.51M -29,575 -4%
CCM
35
Causeway Capital Management
California
$58M +$16.9M +199,383 +42%
First Trust Advisors
36
First Trust Advisors
Illinois
$55M -$1.75M -20,596 -3%
Charles Schwab
37
Charles Schwab
California
$54.3M +$3.18M +37,471 +6%
AQR Capital Management
38
AQR Capital Management
Connecticut
$53.5M +$34.5M +407,082 +191%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$52.8M -$496K -5,848 -0.9%
KC
40
Kadensa Capital
Hong Kong
$49.7M -$4.9M -57,795 -9%
Macquarie Group
41
Macquarie Group
Australia
$48.9M +$1.94M +22,875 +4%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$43.3M +$22.5M +265,037 +112%
UBS AM
43
UBS AM
Illinois
$42.5M +$4.8M +56,522 +13%
Principal Financial Group
44
Principal Financial Group
Iowa
$42.3M +$29M +341,747 +229%
Ameriprise
45
Ameriprise
Minnesota
$41.2M +$7.97M +93,897 +24%
Allianz Asset Management
46
Allianz Asset Management
Germany
$41.1M -$3.38M -39,780 -8%
Legal & General Group
47
Legal & General Group
United Kingdom
$40.8M +$5.35M +63,085 +15%
Amundi
48
Amundi
France
$39.2M +$281K +3,312 +0.8%
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$37.6M -$38.2M -450,000 -51%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$34.8M +$10.5M +123,961 +44%

EXE Hedge Fund Activity: Q3 2023 in Review

477 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q3 2023, worth a combined $11.8B — up 8.4% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EXE positions and 56 closed out — a net gain of 27 holders — while 181 added to existing stakes and 142 trimmed.

The largest buyer was BlackRock, adding an estimated $429M. The largest seller was Capital World Investors, cutting an estimated $344M.

  • 477 institutional investors held Expand Energy Corp (EXE) as of Q3 2023, up from 457 in Q2 2023.
  • Funds reported $11.8B of Expand Energy Corp stock for Q3 2023, up 8.4% quarter-over-quarter.
  • 83 funds opened new Expand Energy Corp positions in Q3 2023 and 56 closed out, a net change of +27 holders.
  • The largest Expand Energy Corp buyer in Q3 2023 was BlackRock, an estimated $429M added.
  • The largest Expand Energy Corp seller in Q3 2023 was Capital World Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2023.