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EXE

Expand Energy Corp

477 hedge funds and large institutions have $11.8B invested in Expand Energy Corp in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 181 increasing their positions, 142 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

27% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 142

14% more call options, than puts

Call options by funds: $369M | Put options by funds: $325M

8% more capital invested

Capital invested by funds: $10.9B → $11.8B (+$914M)

6.18% more ownership

Funds ownership: 96.87%103.05% (+6.2%)

4% more funds holding

Funds holding: 457477 (+20)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
477
Holders Change
+20
Holders Change %
+4.38%
% of All Funds
7.57%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
83
Increased
181
Reduced
142
Closed
56
Calls
$369M
Puts
$325M
Net Calls
+$44.6M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
101
Twin Tree Management
Texas
$9.31M +$5.04M +59,371 +122%
American Century Companies
102
American Century Companies
Missouri
$9.08M +$1.92M +22,612 +27%
PFS
103
Prospera Financial Services
Texas
$9.04M -$226K -2,658 -2%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$8.84M +$1.23M +14,440 +16%
CS
105
Credit Suisse
Switzerland
$8.78M +$559K +6,583 +7%
BA
106
Bridgewater Associates
Connecticut
$8.62M +$8.48M +99,960 New
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.56M +$8M +94,272 +1,870%
CM
108
Caption Management
Oklahoma
$8.49M -$1.1M -13,000 -12%
LFCM
109
Long Focus Capital Management
Puerto Rico
$8.29M
GAM
110
Gotham Asset Management
New York
$8.28M -$963K -11,346 -11%
TPSF
111
Texas Permanent School Fund
Texas
$8.24M +$8.11M +95,534 New
BP
112
Bandera Partners
New York
$8.19M
LCM
113
Lonestar Capital Management
California
$8.19M +$1.27M +15,000 +19%
Citigroup
114
Citigroup
New York
$8.08M -$129K -1,516 -2%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$7.85M +$3.82M +44,966 +98%
AA
116
Ancora Advisors
Ohio
$7.66M +$3.76M +44,360 +100%
GRA
117
Goehring & Rozencwajg Associates
New York
$7.59M +$243K +2,860 +3%
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$7.56M +$7.44M +87,681 New
GGHC
119
Gilder Gagnon Howe & Co
New York
$7.49M -$35.3K -416 -0.5%
Mackenzie Financial
120
Mackenzie Financial
Ontario, Canada
$7.46M -$1.42M -16,692 -16%
RA
121
Royce & Associates
New York
$7.27M -$81.2K -957 -1%
AAM
122
Advisors Asset Management
Colorado
$7.24M +$940K +11,079 +15%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$7.19M -$2.97M -35,020 -30%
Comerica Bank
124
Comerica Bank
Texas
$7.18M +$7.06M +83,223 New
LPL Financial
125
LPL Financial
California
$7.11M +$275K +3,240 +4%

EXE Hedge Fund Activity: Q3 2023 in Review

477 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q3 2023, worth a combined $11.8B — up 8.4% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EXE positions and 56 closed out — a net gain of 27 holders — while 181 added to existing stakes and 142 trimmed.

The largest buyer was BlackRock, adding an estimated $429M. The largest seller was Capital World Investors, cutting an estimated $344M.

  • 477 institutional investors held Expand Energy Corp (EXE) as of Q3 2023, up from 457 in Q2 2023.
  • Funds reported $11.8B of Expand Energy Corp stock for Q3 2023, up 8.4% quarter-over-quarter.
  • 83 funds opened new Expand Energy Corp positions in Q3 2023 and 56 closed out, a net change of +27 holders.
  • The largest Expand Energy Corp buyer in Q3 2023 was BlackRock, an estimated $429M added.
  • The largest Expand Energy Corp seller in Q3 2023 was Capital World Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2023.