We are live on ! Find out more
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
CVA
26
Ceredex Value Advisors
Florida
$96.6M +$22.4M +293,116 +33%
JP Morgan Chase
27
JP Morgan Chase
New York
$88.3M +$12.6M +164,779 +18%
Prudential Financial
28
Prudential Financial
New Jersey
$84.6M -$565K -7,398 -0.7%
Bank of America
29
Bank of America
North Carolina
$83.2M -$25.9M -339,469 -25%
Charles Schwab
30
Charles Schwab
California
$72.5M +$13.2M +172,710 +24%
Northern Trust
31
Northern Trust
Illinois
$68.2M +$355K +4,650 +0.6%
Morgan Stanley
32
Morgan Stanley
New York
$58.7M +$2.32M +30,367 +4%
Capital World Investors
33
Capital World Investors
California
$57.1M -$5.67M -74,200 -10%
CS
34
Cannell & Spears
New York
$56.7M -$11.3M -148,327 -18%
WCA
35
Waratah Capital Advisors
Ontario, Canada
$54.6M +$20.4M +267,078 +67%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$50.5M +$351K +4,600 +0.8%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$48.7M +$45.2M +592,189 New
DRZID
38
DePrince Race & Zollo Inc (DRZ)
Florida
$45.3M +$8.5M +111,312 +25%
Legal & General Group
39
Legal & General Group
United Kingdom
$43.3M +$9.11M +119,264 +29%
Amundi
40
Amundi
France
$40M +$295K +3,864 +0.8%
Principal Financial Group
41
Principal Financial Group
Iowa
$39.4M +$3.31M +43,397 +10%
Macquarie Group
42
Macquarie Group
Australia
$38.4M -$5.43M -71,146 -13%
UBS AM
43
UBS AM
Illinois
$37.6M +$4.52M +59,149 +15%
ClearBridge Investments
44
ClearBridge Investments
New York
$36.2M -$2.66M -34,901 -7%
SIC
45
Schwartz Investment Counsel
Michigan
$31.5M +$6.07M +79,520 +26%
Swiss National Bank
46
Swiss National Bank
Switzerland
$31.3M +$3.91M +51,200 +16%
VF
47
Vest Financial
Virginia
$29.8M +$6.37M +83,432 +30%
IWA
48
IBEX Wealth Advisors
New Jersey
$29M +$12.7M +166,505 +12,416%
HP
49
Hartree Partners
New York
$28.5M +$2.22M +29,066 +9%
Two Sigma Investments
50
Two Sigma Investments
New York
$28M -$14.4M -189,198 -36%

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.