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EXE

Expand Energy Corp
EXE

466 hedge funds and large institutions have $12.9B invested in Expand Energy Corp in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 151 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $336M | Put options by funds: $200M

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

19% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 151

9.01% more ownership

Funds ownership: 109.99% → 119% (+9%)

9% more capital invested

Capital invested by funds: $11.8B → $12.9B (+$1.02B)

1% less funds holding

Funds holding: 470 → 466 (-4)

3% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 72

Holders
466
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
6.69%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
70
Increased
179
Reduced
151
Closed
72
Calls
$336M
Puts
$200M
Net Calls
+$137M
Net Calls Change
+$7.56M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$318M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$253M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$138M
4
ARCM
Asia Research & Capital Management
Hong Kong
+$116M
5
Citadel Advisors
Citadel Advisors
Florida
+$106M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$153M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$89.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$68.8M
4
Millennium Management
Millennium Management
New York
-$60.9M
5
Barclays
Barclays
United Kingdom
-$41.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
526
F.L. Putnam Investment Management
Massachusetts
– -$6.16K -75 Closed
DJSG
527
D.J. St. Germain
Massachusetts
– -$5.59K -68 Closed
ATPW
528
Ashton Thomas Private Wealth
Arizona
– -$2.88K -35 Closed
TH
529
TCTC Holdings
Texas
– -$2.38K -29 Closed
FPFS
530
First Personal Financial Services
North Carolina
– -$2.01K -25 Closed
FP
531
Financial Perspectives
Minnesota
– -$1.84K -22 Closed
ZB
532
Zions Bancorporation
Utah
– -$1.73K -21 Closed
OWA
533
Opal Wealth Advisors
New York
– -$1.64K -20 Closed
VNA
534
Valley National Advisers
Pennsylvania
– -$1K -20 Closed
CAL
535
Capital Advisors Ltd
Ohio
– -$1K -8 Closed
DP
536
Denver PWM
Colorado
– -$494 -6 Closed
HIA
537
Harbor Investment Advisory
Maryland
– -$164 -2 Closed
GI
538
Gradient Investments
Minnesota
– -$82 -1 Closed
18 19 20 21
22

EXE Hedge Fund Activity: Q3 2024 in Review

466 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q3 2024, worth a combined $12.9B — up 8.6% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of EXE and 70 opened new positions — a net loss of 2 holders — while 151 trimmed existing stakes and 179 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $318M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 466 institutional investors held Expand Energy Corp (EXE) as of Q3 2024, down from 470 in Q2 2024.
  • Funds reported $12.9B of Expand Energy Corp stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 70 funds opened new Expand Energy Corp positions in Q3 2024 and 72 closed out, a net change of -2 holders.
  • The largest Expand Energy Corp buyer in Q3 2024 was T. Rowe Price Associates, an estimated $318M added.
  • The largest Expand Energy Corp seller in Q3 2024 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.