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EXE

Expand Energy Corp

491 hedge funds and large institutions have $12.6B invested in Expand Energy Corp in 2022 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 197 increasing their positions, 117 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 61

68% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 117

32% more call options, than puts

Call options by funds: $169M | Put options by funds: $128M

13% more funds holding

Funds holding: 436491 (+55)

3% more capital invested

Capital invested by funds: $12.2B → $12.6B (+$362M)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

10.08% less ownership

Funds ownership: 107.64%97.56% (-10%)

Holders
491
Holders Change
+55
Holders Change %
+12.61%
% of All Funds
7.89%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.5%
New
123
Increased
197
Reduced
117
Closed
61
Calls
$169M
Puts
$128M
Net Calls
+$40.9M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$21.5M +$12.8M +128,925 +130%
AR
77
Advisory Research
Illinois
$21.4M -$17.9M -180,230 -44%
PR
78
Payden & Rygel
California
$20.3M -$753K -7,600 -3%
Wells Fargo
79
Wells Fargo
California
$19.8M +$3.79M +38,252 +22%
TG
80
TCW Group
California
$18M
NP
81
Ninepoint Partners
Ontario, Canada
$17.5M +$5.45M +55,000 +42%
RJA
82
Raymond James & Associates
Florida
$17.5M +$4.54M +45,850 +33%
SC
83
Sagefield Capital
Texas
$17.4M +$1.46M +14,766 +9%
QF
84
QVT Financial
New York
$17.4M
Mackenzie Financial
85
Mackenzie Financial
Ontario, Canada
$17M -$2.15M -21,689 -11%
MIM
86
Merewether Investment Management
Texas
$16.5M -$18M -182,000 -51%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$16.1M +$2.39M +24,159 +16%
LPC
88
Lion Point Capital
New York
$16M -$3.47M -35,000 -17%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$15.9M -$8.56M -86,351 -34%
AllianceBernstein
90
AllianceBernstein
Tennessee
$15.9M +$3.22M +32,481 +24%
WMSA
91
Weiss Multi-Strategy Advisers
New York
$15.8M +$3.32M +33,548 +25%
Franklin Resources
92
Franklin Resources
California
$15.5M +$948K +9,565 +6%
UBS Group
93
UBS Group
Switzerland
$15.2M -$9.07M -91,573 -36%
HHAM
94
HITE Hedge Asset Management
Massachusetts
$15.2M -$3.4M -34,310 -18%
Principal Financial Group
95
Principal Financial Group
Iowa
$14.8M +$14.2M +143,486 +1,065%
VLKIM
96
Van Lanschot Kempen Investment Management
Netherlands
$14.5M -$152K -1,530 -1%
RL
97
Ruffer LLP
United Kingdom
$13.8M -$40.1M -404,735 -74%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$13.2M -$8.94M -90,249 -39%
JCM
99
Janney Capital Management
Pennsylvania
$12.8M +$512K +5,171 +4%
RhumbLine Advisers
100
RhumbLine Advisers
Massachusetts
$12.5M +$248K +2,501 +2%

EXE Hedge Fund Activity: Q4 2022 in Review

491 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q4 2022, worth a combined $12.6B — up 3% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EXE positions and 61 closed out — a net gain of 62 holders — while 197 added to existing stakes and 117 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $141M. The largest seller was Prudential Financial, cutting an estimated $313M.

  • 491 institutional investors held Expand Energy Corp (EXE) as of Q4 2022, up from 436 in Q3 2022.
  • Funds reported $12.6B of Expand Energy Corp stock for Q4 2022, up 3% quarter-over-quarter.
  • 123 funds opened new Expand Energy Corp positions in Q4 2022 and 61 closed out, a net change of +62 holders.
  • The largest Expand Energy Corp buyer in Q4 2022 was T. Rowe Price Associates, an estimated $141M added.
  • The largest Expand Energy Corp seller in Q4 2022 was Prudential Financial, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2022.