We are live on ! Find out more
EXE

Expand Energy Corp

466 hedge funds and large institutions have $12.9B invested in Expand Energy Corp in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 151 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $336M | Put options by funds: $200M

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

19% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 151

9.01% more ownership

Funds ownership: 109.99%119% (+9%)

9% more capital invested

Capital invested by funds: $11.8B → $12.9B (+$1.02B)

1% less funds holding

Funds holding: 470466 (-4)

3% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 72

Holders
466
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
6.69%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
70
Increased
179
Reduced
151
Closed
72
Calls
$336M
Puts
$200M
Net Calls
+$137M
Net Calls Change
+$7.56M
Name Holding Trade Value Shares
Change
Change in
Stake
OGM
126
OnyxPoint Global Management
New York
$6.27M
CF
127
Concorde Financial
Texas
$6.11M +$3.89M +50,977 +219%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$6.04M -$2.81M -36,836 -33%
JF
129
Jump Financial
Illinois
$5.89M +$697K +9,128 +15%
BGIM
130
Boussard & Gavaudan Investment Management
United Kingdom
$5.62M +$5.16M +67,623 New
MOACM
131
Mutual of America Capital Management
New York
$5.58M -$283K -3,704 -5%
New York State Common Retirement Fund
132
New York State Common Retirement Fund
New York
$5.47M -$1.37M -18,000 -21%
SDIC
133
South Dakota Investment Council
South Dakota
$5.28M
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$5.21M -$2.41M -31,547 -33%
Twin Tree Management
135
Twin Tree Management
Texas
$5.16M +$4.79M +62,760 New
NIP
136
Nicholas Investment Partners
California
$5.06M
BIP
137
Brandes Investment Partners
California
$5.02M +$1.34M +17,608 +41%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$4.84M +$572K +7,491 +15%
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$4.79M -$4.38M -57,330 -50%
MIM
140
MetLife Investment Management
New Jersey
$4.77M -$76K -996 -2%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$4.72M
RAM
142
Resona Asset Management
Japan
$4.69M +$1.8M +23,607 +71%
LHCM
143
Lloyd Harbor Capital Management
New York
$4.61M +$4.28M +56,000 New
ANRF
144
Adams Natural Resources Fund
Maryland
$4.56M
WFI
145
West Family Investments
California
$4.11M
WHGC
146
Wealth High Governance Capital
Brazil
$4.11M +$2.29M +30,000 +150%
PAPAIJV
147
Paragon Associates & Paragon Associates II Joint Venture
Texas
$4.11M +$3.82M +50,000 New
Man Group
148
Man Group
United Kingdom
$4.08M -$648K -8,489 -15%
PA
149
Pinnacle Associates
New York
$4.03M +$62.1K +813 +2%
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$4.02M +$373K +4,879 +11%

EXE Hedge Fund Activity: Q3 2024 in Review

466 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q3 2024, worth a combined $12.9B — up 8.6% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of EXE and 70 opened new positions — a net loss of 2 holders — while 151 trimmed existing stakes and 179 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $318M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 466 institutional investors held Expand Energy Corp (EXE) as of Q3 2024, down from 470 in Q2 2024.
  • Funds reported $12.9B of Expand Energy Corp stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 70 funds opened new Expand Energy Corp positions in Q3 2024 and 72 closed out, a net change of -2 holders.
  • The largest Expand Energy Corp buyer in Q3 2024 was T. Rowe Price Associates, an estimated $318M added.
  • The largest Expand Energy Corp seller in Q3 2024 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.