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.
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: 457 → 477 (+20)
16% less funds holding in top 10
Funds holding in top 10: 19 → 16 (-3)
Top Buyers
| 1 |
BlackRock
New York
|
+$429M |
| 2 |
State Street
Boston,
Massachusetts
|
+$115M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$82.2M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$79.4M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$77M |
Top Sellers
| 1 |
Capital World Investors
Los Angeles,
California
|
-$344M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$101M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.8M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$61.2M |
| 5 |
SCM
SIR Capital Management
New York
|
-$40.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGWM
526
ICA Group Wealth Management
Denver,
Colorado
| – | -$8.37K | -100 | Closed |
|
|
RI
527
Ridgewood Investments
Springfield,
New Jersey
| – | -$8.37K | -100 | Closed |
|
|
FGAM
528
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1.64K | -84 | Closed |
|
|
DI
529
Disciplined Investments
Tulsa,
Oklahoma
| – | -$3.18K | -38 | Closed |
|
|
OPTFSNA
530
Old Point Trust & Financial Services N A
Newport News,
Virginia
| – | -$2.34K | -28 | Closed |
|
|
CQS
531
Credential Qtrade Securities
Vancouver,
| – | -$1.09K | -13 | Closed |
|
532
Point72 Asset Management
Stamford,
Connecticut
| – | -$170 | -2 | Closed |
|
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.