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EXE

Expand Energy Corp
EXE

495 hedge funds and large institutions have $12.6B invested in Expand Energy Corp in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 144 increasing their positions, 182 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $337M | Put options by funds: $160M

49% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 68

22% more capital invested

Capital invested by funds: $10.3B → $12.6B (+$2.3B)

6.45% more ownership

Funds ownership: 101.7% → 108.15% (+6.5%)

6% more funds holding

Funds holding: 466 → 495 (+29)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

21% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 182

Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
7.13%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
101
Increased
144
Reduced
182
Closed
68
Calls
$337M
Puts
$160M
Net Calls
+$178M
Net Calls Change
+$169M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$509M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$323M
3
First Trust Advisors
First Trust Advisors
Illinois
+$232M
4
Two Sigma Investments
Two Sigma Investments
New York
+$79.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$73.7M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$200M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$95M
3
N
Nuveen
North Carolina
-$78.4M
4
Prudential Financial
Prudential Financial
New Jersey
-$74.8M
5
ClearBridge Investments
ClearBridge Investments
New York
-$60.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TH
476
TCTC Holdings
Texas
$2.58K – – –
TWC
477
TD Waterhouse Canada
Ontario, Canada
$2.49K +$2.25K +28 New
VAG
478
VisionPoint Advisory Group
Texas
$2.4K – – –
UB
479
UMB Bank
Missouri
$2.4K +$2.17K +27 New
FPFS
480
First Personal Financial Services
North Carolina
$2.18K -$4.01K -50 -67%
FP
481
Financial Perspectives
Minnesota
$1.98K – – –
HCM
482
Highlander Capital Management
New Jersey
$1.78K – – –
SIC
483
SJS Investment Consulting
Ohio
$1.69K -$241 -3 -14%
LFG
484
Larson Financial Group
Missouri
$1.51K -$14.5K -181 -91%
VWA
485
Valued Wealth Advisors
Utah
$1.42K +$1.04K +13 +433%
HI
486
Horizon Investments
North Carolina
$1.15K -$236K -2,940 -100%
S
487
Sachetta
Massachusetts
$1.08K – – –
GI
488
Gradient Investments
Minnesota
$1.07K – – –
CAL
489
Capital Advisors Ltd
Ohio
$1K +$642 +8 New
TWD
490
True Wealth Design
Ohio
$622 +$241 +3 +75%
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$533 -$2.65K -33 -85%
TWP
492
TFO Wealth Partners
Ohio
$178 – – –
FIA
493
FNY Investment Advisers
New York
$177 +$161K +2,001 New
FGAM
494
Financial Gravity Asset Management
Texas
$162 +$161 +2 New
MCM
495
MV Capital Management
Maryland
$89 +$80 +1 New
Point72 Asset Management
496
Point72 Asset Management
Connecticut
– -$50.7M -659,108 Closed
SG
497
Sourcerock Group
Colorado
– -$33.1M -430,000 Closed
SI
498
Scout Investments
Missouri
– -$32.1M -416,941 Closed
CCM
499
Causeway Capital Management
California
– -$29.3M -381,075 Closed
HT
500
HAP Trading
New York
– -$10.8M -140,119 Closed
18 19
20
21 22

EXE Hedge Fund Activity: Q1 2024 in Review

495 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q1 2024, worth a combined $12.6B — up 22% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXE positions and 68 closed out — a net gain of 33 holders — while 144 added to existing stakes and 182 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $509M. The largest seller was Capital World Investors, cutting an estimated $200M.

  • 495 institutional investors held Expand Energy Corp (EXE) as of Q1 2024, up from 466 in Q4 2023.
  • Funds reported $12.6B of Expand Energy Corp stock for Q1 2024, up 22% quarter-over-quarter.
  • 101 funds opened new Expand Energy Corp positions in Q1 2024 and 68 closed out, a net change of +33 holders.
  • The largest Expand Energy Corp buyer in Q1 2024 was T. Rowe Price Associates, an estimated $509M added.
  • The largest Expand Energy Corp seller in Q1 2024 was Capital World Investors, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2024.