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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
Man Group
126
Man Group
United Kingdom
$8.18M +$6.27M +63,240 +270%
CS
127
Credit Suisse
Switzerland
$7.82M -$1.4M -14,175 -15%
HCM
128
Huber Capital Management
California
$7.55M -$2.49M -25,100 -24%
MOACM
129
Mutual of America Capital Management
New York
$7.39M -$1.15M -11,559 -13%
HP
130
Hartree Partners
New York
$7.37M +$1.34M +13,500 +21%
VIA
131
Vident Investment Advisory
Georgia
$7.33M -$1.24M -12,519 -14%
American Century Companies
132
American Century Companies
Missouri
$7.29M +$2.35M +23,676 +44%
Squarepoint
133
Squarepoint
New York
$7.06M -$22.8M -230,400 -75%
GRA
134
Goehring & Rozencwajg Associates
New York
$6.89M +$7.23M +72,992 New
OGM
135
OnyxPoint Global Management
New York
$6.85M +$7.19M +72,575 New
SWA
136
SFMG Wealth Advisors
Texas
$6.82M -$396K -3,992 -5%
Stifel Financial
137
Stifel Financial
Missouri
$6.56M +$191K +1,931 +3%
CI Investments Inc
138
CI Investments Inc
Ontario, Canada
$6.32M -$1.64M -16,541 -20%
JFG
139
Jefferies Financial Group
New York
$6.32M +$6.63M +66,925 New
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$6.26M +$861K +8,687 +15%
JAM
141
Jupiter Asset Management
United Kingdom
$6.13M +$3.85M +38,898 +149%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.01M +$169K +1,702 +3%
BFM
143
Boothbay Fund Management
New York
$5.96M +$1.93M +19,515 +45%
Artisan Partners
144
Artisan Partners
Wisconsin
$5.62M -$949K -9,579 -14%
State of New Jersey Common Pension Fund D
145
State of New Jersey Common Pension Fund D
New Jersey
$5.48M -$824K -8,314 -13%
Mitsubishi UFJ Trust & Banking
146
Mitsubishi UFJ Trust & Banking
Japan
$5.34M +$5.35M +53,999 +2,113%
Korea Investment Corp
147
Korea Investment Corp
South Korea
$5.14M +$5.4M +54,515 New
New York State Common Retirement Fund
148
New York State Common Retirement Fund
New York
$5.02M +$5.27M +53,200 +5,320,000%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$4.96M +$66.4K +670 +1%
IMOV
150
Investment Management of Virginia
Virginia
$4.94M

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.