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EXE

Expand Energy Corp

470 hedge funds and large institutions have $11.8B invested in Expand Energy Corp in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 165 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $382M | Put options by funds: $253M

1.84% more ownership

Funds ownership: 108.15%109.99% (+1.8%)

2% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 165

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

5% less funds holding

Funds holding: 495470 (-25)

6% less capital invested

Capital invested by funds: $12.6B → $11.8B (-$711M)

25% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 85

Holders
470
Holders Change
-25
Holders Change %
-5.05%
% of All Funds
6.79%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
64
Increased
169
Reduced
165
Closed
85
Calls
$382M
Puts
$253M
Net Calls
+$129M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
526
Impact Partnership Wealth
Georgia
-$369K -4,152 Closed
HW
527
Hancock Whitney
Mississippi
-$335K -3,769 Closed
DTL
528
Dynamic Technology Lab
Singapore
-$313K -3,518 Closed
SP
529
Symmetry Partners
Connecticut
-$300K -3,374 Closed
APG Asset Management
530
APG Asset Management
Netherlands
-$271K -3,300 Closed
AHC
531
Adell Harriman & Carpenter
Texas
-$262K -2,950 Closed
AIMCA
532
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$258K -2,900 Closed
CIM
533
CIM Investment Management
Pennsylvania
-$255K -2,871 Closed
Teacher Retirement System of Texas
534
Teacher Retirement System of Texas
Texas
-$251K -2,826 Closed
WAAG
535
Wealth Alliance Advisory Group
Kansas
-$241K -2,712 Closed
EGA
536
E&G Advisors
Texas
-$208K -2,337 Closed
IC
537
Inscription Capital
Texas
-$204K -2,298 Closed
HWM
538
HB Wealth Management
Georgia
-$203K -2,290 Closed
FIA
539
FNY Investment Advisers
New York
-$177 -2,001 Closed
FFWM
540
Future Financial Wealth Management
Ohio
-$129K -1,450 Closed
AFWM
541
Abich Financial Wealth Management
Virginia
-$79.9K -900 Closed
NIC
542
Northwest Investment Counselors
Oregon
-$71.1K -800 Closed
AS
543
Altshuler Shaham
Israel
-$33.7K -379 Closed
SWS
544
SYSTM Wealth Solutions
Illinois
-$29.8K -335 Closed
LF
545
LifeSteps Financial
California
-$17.8K -200 Closed
IGWM
546
ICA Group Wealth Management
Colorado
-$8.88K -100 Closed
PA
547
Pineridge Advisors
Missouri
-$4.23K -48 Closed
PB
548
Pinnacle Bancorp
Nebraska
-$3.91K -44 Closed
CA
549
CoreCap Advisors
Michigan
-$3.2K -36 Closed
RS
550
Rakuten Securities
Japan
-$2.58K -29 Closed

EXE Hedge Fund Activity: Q2 2024 in Review

470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q2 2024, worth a combined $11.8B — down 5.7% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of EXE and 64 opened new positions — a net loss of 21 holders — while 165 trimmed existing stakes and 169 added.

The largest buyer was Wellington Management Group, adding an estimated $144M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $125M.

  • 470 institutional investors held Expand Energy Corp (EXE) as of Q2 2024, down from 495 in Q1 2024.
  • Funds reported $11.8B of Expand Energy Corp stock for Q2 2024, down 5.7% quarter-over-quarter.
  • 64 funds opened new Expand Energy Corp positions in Q2 2024 and 85 closed out, a net change of -21 holders.
  • The largest Expand Energy Corp buyer in Q2 2024 was Wellington Management Group, an estimated $144M added.
  • The largest Expand Energy Corp seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2024.