We are live on ! Find out more
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
AB
126
Amalgamated Bank
New York
$6.8M +$5.11M +60,180 +321%
Franklin Resources
127
Franklin Resources
California
$6.74M +$1.71M +20,180 +35%
Truist Financial
128
Truist Financial
North Carolina
$6.56M -$442K -5,206 -6%
Mitsubishi UFJ Trust & Banking
129
Mitsubishi UFJ Trust & Banking
Japan
$6.46M +$324K +3,819 +5%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$6.42M +$1.56M +18,332 +33%
Man Group
131
Man Group
United Kingdom
$6.35M -$706K -8,319 Closed
OGM
132
OnyxPoint Global Management
New York
$6.26M
DnB Asset Management
133
DnB Asset Management
Norway
$6.05M +$4.56M +53,707 +326%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$5.7M -$12.7K -150 -0.2%
MCM
135
Moore Capital Management
New York
$5.64M +$5.34M +62,896 +2,516%
MIM
136
MetLife Investment Management
New Jersey
$5.58M +$5.28M +62,247 +2,478%
Walleye Capital
137
Walleye Capital
New York
$5.44M -$19M -224,405 -78%
Russell Investments Group
138
Russell Investments Group
United Kingdom
$5.32M +$1.87M +22,075 +56%
NIP
139
Nicholas Investment Partners
California
$5.3M
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$5.26M +$249K +2,937 +5%
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$5.19M -$45.8K -540 -0.9%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$5.13M -$176K -2,070 -3%
LSA
143
L & S Advisors
California
$5.03M +$4.95M +58,317 New
KAM
144
Knightsbridge Asset Management
California
$4.95M -$400K -4,712 -8%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$4.92M +$1.8M +21,230 +59%
Mitsubishi UFJ Asset Management
146
Mitsubishi UFJ Asset Management
Japan
$4.81M -$471K -5,548 -9%
PA
147
Pinnacle Associates
New York
$4.52M -$1.7K -20 -0%
YCM
148
Yousif Capital Management
Michigan
$4.51M +$4.44M +52,304 New
FDS
149
First Dallas Securities
Texas
$4.46M +$1.13M +13,271 +35%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.46M -$685K -8,069 -14%

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.