Expand Energy Corp
457 hedge funds and large institutions have $9.73B invested in Expand Energy Corp in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 101 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 132
2.39% less ownership
Funds ownership: 97.56% → 95.17% (-2.4%)
7% less funds holding
Funds holding: 491 → 457 (-34)
10% less call options, than puts
Call options by funds: $163M | Put options by funds: $182M
23% less capital invested
Capital invested by funds: $12.6B → $9.73B (-$2.88B)
29% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 101
39% less funds holding in top 10
Funds holding in top 10: 31 → 19 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$133M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$64.3M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$57.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$53.3M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$44.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$149M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$78M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
-$67.7M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$64.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.8M |
EXE Hedge Fund Activity: Q1 2023 in Review
457 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q1 2023, worth a combined $9.73B — down 23% from $12.6B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of EXE and 72 opened new positions — a net loss of 29 holders — while 132 trimmed existing stakes and 199 added.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $133M. The largest seller was D.E. Shaw & Co, cutting an estimated $149M.
- 457 institutional investors held Expand Energy Corp (EXE) as of Q1 2023, down from 491 in Q4 2022.
- Funds reported $9.73B of Expand Energy Corp stock for Q1 2023, down 23% quarter-over-quarter.
- 72 funds opened new Expand Energy Corp positions in Q1 2023 and 101 closed out, a net change of -29 holders.
- The largest Expand Energy Corp buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $133M added.
- The largest Expand Energy Corp seller in Q1 2023 was D.E. Shaw & Co, an estimated $149M sold.
Based on aggregated 13F filings for Q1 2023.