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EXE

Expand Energy Corp

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: 1016 (+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: 470466 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SG
51
Sourcerock Group
Colorado
$27.6M +$25.6M +335,057 New
LCS
52
Levin Capital Strategies
New York
$26.8M +$17.9M +233,914 +255%
WorldQuant Millennium Advisors
53
WorldQuant Millennium Advisors
New York
$26.4M +$7.78M +101,931 +47%
Goldman Sachs
54
Goldman Sachs
New York
$26.3M -$13.9M -182,159 -36%
WCM
55
Wedge Capital Management
North Carolina
$26.2M +$2.6M +34,095 +12%
Retirement Systems of Alabama
56
Retirement Systems of Alabama
Alabama
$25.2M -$148K -1,935 -0.6%
ECA
57
Encompass Capital Advisors
New York
$24.6M +$22.9M +299,372 New
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$24.3M +$5.57M +73,000 +33%
Verition Fund Management
59
Verition Fund Management
Connecticut
$24.2M +$20.7M +271,243 +1,195%
SC
60
Sagefield Capital
Texas
$23.7M +$5.56M +72,777 +34%
Connor, Clark & Lunn Investment Management (CC&L)
61
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$23M +$19.5M +254,811 +1,029%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$22.6M -$7.63K -100 -0%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$22.5M -$20.1M -262,872 -49%
N
64
Nuveen
North Carolina
$22.4M -$55.2K -723 -0.3%
SC
65
Sasco Capital
Connecticut
$21.6M +$1.01M +13,170 +5%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$20.4M +$2.19M +28,632 +13%
CIP
67
Chartwell Investment Partners
Pennsylvania
$20.2M +$7.83M +102,567 +72%
Barclays
68
Barclays
United Kingdom
$19.8M -$41.1M -538,690 -69%
PCM
69
Patient Capital Management
Maryland
$19.5M -$500K -6,553 -3%
SPC
70
Slate Path Capital
New York
$18.9M +$17.6M +230,379 New
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$16.9M +$210K +2,752 +1%
VanEck Associates
72
VanEck Associates
New York
$16.8M -$359K -4,700 -2%
UBS Group
73
UBS Group
Switzerland
$16.7M -$7.98M -104,543 -34%
Jennison Associates
74
Jennison Associates
New York
$16.3M -$153K -2,003 -1%
IG
75
ING Group
Netherlands
$16.1M +$15M +196,184 New

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.