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EXE

Expand Energy Corp
EXE

641 hedge funds and large institutions have $22.6B invested in Expand Energy Corp in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 273 increasing their positions, 96 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 46

184% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 96

88% more funds holding in top 10

Funds holding in top 10: 16 → 30 (+14)

76% more capital invested

Capital invested by funds: $12.9B → $22.6B (+$9.76B)

71% more call options, than puts

Call options by funds: $860M | Put options by funds: $502M

38% more funds holding

Funds holding: 466 → 641 (+175)

20.67% less ownership

Funds ownership: 119% → 98.33% (-21%)

Holders
641
Holders Change
+175
Holders Change %
+37.55%
% of All Funds
8.44%
Holding in Top 10
30
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+87.5%
% of All Funds
0.4%
New
230
Increased
273
Reduced
96
Closed
46
Calls
$860M
Puts
$502M
Net Calls
+$358M
Net Calls Change
+$222M

Top Buyers

1
BlackRock
BlackRock
New York
+$980M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$928M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$347M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$294M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
-$218M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$36.1M
4
Capital World Investors
Capital World Investors
California
-$33.9M
5
CVA
Ceredex Value Advisors
Florida
-$32.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$191M +$84.1M +911,215 +90%
Citadel Advisors
27
Citadel Advisors
Florida
$185M +$24.1M +261,121 +16%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$170M -$557K -6,038 -0.4%
Morgan Stanley
29
Morgan Stanley
New York
$163M +$85.4M +925,444 +130%
Charles Schwab
30
Charles Schwab
California
$147M +$55M +595,820 +68%
Prudential Financial
31
Prudential Financial
New Jersey
$140M +$35.2M +380,878 +37%
Ameriprise
32
Ameriprise
Minnesota
$135M +$6.46M +70,014 +5%
EECFI
33
EnCap Energy Capital Fund IX
Texas
$119M +$110M +1,193,382 New
SPC
34
Slate Path Capital
New York
$113M +$83.4M +903,000 +392%
CHP
35
Castle Hook Partners
New York
$110M +$102M +1,105,468 New
VNIM
36
Vaughan Nelson Investment Management
Texas
$107M +$99.5M +1,077,782 New
Millennium Management
37
Millennium Management
New York
$104M +$94.2M +1,020,634 +4,021%
SIMG
38
Stephens Investment Management Group
Texas
$102M +$94.9M +1,027,564 New
ECA
39
Encompass Capital Advisors
New York
$101M +$65.9M +714,110 +239%
N
40
Nuveen
North Carolina
$100M +$67.6M +732,608 +270%
JP Morgan Chase
41
JP Morgan Chase
New York
$98M -$8.25M -89,337 -8%
KGI
42
Kopernik Global Investors
Florida
$91.6M +$84.9M +919,945 New
SC
43
Sagefield Capital
Texas
$82.4M +$49.8M +539,656 +187%
CVA
44
Ceredex Value Advisors
Florida
$81.6M -$32.7M -354,736 -30%
Amundi
45
Amundi
France
$80.1M +$28.9M +313,088 +67%
Goldman Sachs
46
Goldman Sachs
New York
$79.6M +$44.3M +480,209 +150%
CS
47
Cannell & Spears
New York
$75.9M +$6.75M +73,073 +11%
UBS Group
48
UBS Group
Switzerland
$75.7M +$51.5M +557,405 +274%
Principal Financial Group
49
Principal Financial Group
Iowa
$66.9M +$17.8M +192,656 +40%
Legal & General Group
50
Legal & General Group
United Kingdom
$66.2M +$12.8M +138,629 +26%
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EXE Hedge Fund Activity: Q4 2024 in Review

641 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q4 2024, worth a combined $22.6B — up 76% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new EXE positions and 46 closed out — a net gain of 184 holders — while 273 added to existing stakes and 96 trimmed.

The largest buyer was BlackRock, adding an estimated $980M. The largest seller was Blackstone Inc, cutting an estimated $218M.

  • 641 institutional investors held Expand Energy Corp (EXE) as of Q4 2024, up from 466 in Q3 2024.
  • Funds reported $22.6B of Expand Energy Corp stock for Q4 2024, up 76% quarter-over-quarter.
  • 230 funds opened new Expand Energy Corp positions in Q4 2024 and 46 closed out, a net change of +184 holders.
  • The largest Expand Energy Corp buyer in Q4 2024 was BlackRock, an estimated $980M added.
  • The largest Expand Energy Corp seller in Q4 2024 was Blackstone Inc, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.