Expand Energy Corp
208 hedge funds and large institutions have $6.78B invested in Expand Energy Corp in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 31 closing their positions.
129% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 31
22% more funds holding
Funds holding: 170 → 208 (+38)
20% more capital invested
Capital invested by funds: $5.64B → $6.78B (+$1.14B)
1.53% more ownership
Funds ownership: 110.95% → 112.48% (+1.5%)
5% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 58
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
97% less call options, than puts
Call options by funds: $10.6M | Put options by funds: $402M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$163M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$80.7M |
| 3 |
BlackRock
New York
|
+$72.9M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$64.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$53.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$168M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$84.1M |
| 3 |
ACI
AB CarVal Investors
Minneapolis,
Minnesota
|
-$61.7M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$57.4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$57.2M |
EXE Hedge Fund Activity: Q3 2021 in Review
208 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q3 2021, worth a combined $6.78B — up 20% from $5.64B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new EXE positions and 31 closed out — a net gain of 40 holders — while 55 added to existing stakes and 58 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $163M. The largest seller was Franklin Resources, cutting an estimated $168M.
- 208 institutional investors held Expand Energy Corp (EXE) as of Q3 2021, up from 170 in Q2 2021.
- Funds reported $6.78B of Expand Energy Corp stock for Q3 2021, up 20% quarter-over-quarter.
- 71 funds opened new Expand Energy Corp positions in Q3 2021 and 31 closed out, a net change of +40 holders.
- The largest Expand Energy Corp buyer in Q3 2021 was Wellington Management Group, an estimated $163M added.
- The largest Expand Energy Corp seller in Q3 2021 was Franklin Resources, an estimated $168M sold.
Based on aggregated 13F filings for Q3 2021.