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EXE

Expand Energy Corp
EXE

641 hedge funds and large institutions have $22.6B invested in Expand Energy Corp in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 273 increasing their positions, 96 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 46

184% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 96

88% more funds holding in top 10

Funds holding in top 10: 16 → 30 (+14)

76% more capital invested

Capital invested by funds: $12.9B → $22.6B (+$9.76B)

71% more call options, than puts

Call options by funds: $860M | Put options by funds: $502M

38% more funds holding

Funds holding: 466 → 641 (+175)

20.67% less ownership

Funds ownership: 119% → 98.33% (-21%)

Holders
641
Holders Change
+175
Holders Change %
+37.55%
% of All Funds
8.44%
Holding in Top 10
30
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+87.5%
% of All Funds
0.4%
New
230
Increased
273
Reduced
96
Closed
46
Calls
$860M
Puts
$502M
Net Calls
+$358M
Net Calls Change
+$222M

Top Buyers

1
BlackRock
BlackRock
New York
+$980M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$928M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$347M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$294M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
-$218M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$36.1M
4
Capital World Investors
Capital World Investors
California
-$33.9M
5
CVA
Ceredex Value Advisors
Florida
-$32.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
626
MV Capital Management
Maryland
$797 +$277 +3 +60%
TPW
627
Talon Private Wealth
Florida
$796 +$739 +8 New
CFB
628
Cullen/Frost Bankers
Texas
$697 -$27K -293 -98%
CPG
629
Cornerstone Planning Group
New Jersey
$507 +$462 +5 New
CWC
630
Carolinas Wealth Consulting
North Carolina
$498 +$462 +5 New
PWM
631
Parkworth Wealth Management
California
$498 +$462 +5 New
WCM
632
WealthTrak Capital Management
Virginia
$498 +$462 +5 New
VWA
633
Valued Wealth Advisors
Utah
$401 – – –
AWM
634
Activest Wealth Management
Florida
$398 +$369 +4 New
WA
635
WPG Advisers
Maryland
$398 +$369 +4 New
GGI
636
Godsey & Gibb Inc
Virginia
$299 +$277 +3 New
WA
637
Whipplewood Advisors
Colorado
$299 +$277 +3 New
MG
638
Mather Group
Illinois
$199 – – –
T
639
Transce3nd
Texas
$199 +$185 +2 New
Canada Pension Plan Investment Board
640
Canada Pension Plan Investment Board
Ontario, Canada
$100 +$92 +1 New
ARCM
641
Asia Research & Capital Management
Hong Kong
– -$145M -1,758,117 Closed
Two Sigma Investments
642
Two Sigma Investments
New York
– -$28M -340,479 Closed
SC
643
Sasco Capital
Connecticut
– -$21.6M -262,210 Closed
IG
644
ING Group
Netherlands
– -$16.1M -196,184 Closed
IWA
645
IBEX Wealth Advisors
New Jersey
– -$29M -167,846 Closed
ICM
646
Invenomic Capital Management
Massachusetts
– -$12.7M -154,893 Closed
CB
647
Cadence Bank
Mississippi
– -$7.22M -87,745 Closed
JF
648
Jump Financial
Illinois
– -$5.89M -71,650 Closed
BGIM
649
Boussard & Gavaudan Investment Management
United Kingdom
– -$5.62M -67,623 Closed
LHCM
650
Lloyd Harbor Capital Management
New York
– -$4.61M -56,000 Closed
24 25
26
27 28

EXE Hedge Fund Activity: Q4 2024 in Review

641 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q4 2024, worth a combined $22.6B — up 76% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new EXE positions and 46 closed out — a net gain of 184 holders — while 273 added to existing stakes and 96 trimmed.

The largest buyer was BlackRock, adding an estimated $980M. The largest seller was Blackstone Inc, cutting an estimated $218M.

  • 641 institutional investors held Expand Energy Corp (EXE) as of Q4 2024, up from 466 in Q3 2024.
  • Funds reported $22.6B of Expand Energy Corp stock for Q4 2024, up 76% quarter-over-quarter.
  • 230 funds opened new Expand Energy Corp positions in Q4 2024 and 46 closed out, a net change of +184 holders.
  • The largest Expand Energy Corp buyer in Q4 2024 was BlackRock, an estimated $980M added.
  • The largest Expand Energy Corp seller in Q4 2024 was Blackstone Inc, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.