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EXE

Expand Energy Corp

268 hedge funds and large institutions have $8.46B invested in Expand Energy Corp in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 110 increasing their positions, 45 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 36

144% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 45

29% more funds holding

Funds holding: 208268 (+60)

25% more capital invested

Capital invested by funds: $6.78B → $8.46B (+$1.68B)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0.37% less ownership

Funds ownership: 112.48%112.11% (-0.37%)

52% less call options, than puts

Call options by funds: $34.3M | Put options by funds: $71.7M

Holders
268
Holders Change
+60
Holders Change %
+28.85%
% of All Funds
4.12%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
99
Increased
110
Reduced
45
Closed
36
Calls
$34.3M
Puts
$71.7M
Net Calls
-$37.4M
Net Calls Change
+$354M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Byrne Asset Management
New Jersey
$981K +$965K +15,208 New
Janus Henderson Group
152
Janus Henderson Group
United Kingdom
$974K +$485K +7,640 +102%
CM
153
CM Management
Florida
$968K +$952K +15,000 New
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$949K +$194K +3,059 +26%
APG Asset Management
155
APG Asset Management
Netherlands
$930K -$69.8K -1,100 -6%
PCM
156
Penn Capital Management
Pennsylvania
$928K +$912K +14,377 New
EGM
157
Engineers Gate Manager
New York
$914K +$899K +14,163 New
State Board of Administration of Florida Retirement System
158
State Board of Administration of Florida Retirement System
Florida
$907K +$224K +3,525 +33%
AFS
159
Aft Forsyth & Sober
Florida
$903K +$888K +14,000 New
BF
160
BOK Financial
Oklahoma
$900K -$384K -6,052 -30%
GC
161
Guggenheim Capital
Illinois
$885K +$111K +1,756 +15%
SO
162
STRS Ohio
Ohio
$877K +$114K +1,800 +15%
AB
163
Amalgamated Bank
New York
$864K +$60K +945 +8%
Truist Financial
164
Truist Financial
North Carolina
$855K +$841K +13,250 New
Los Angeles Capital Management
165
Los Angeles Capital Management
California
$816K +$62.2K +980 +8%
CC
166
Carlson Capital
Texas
$774K +$761K +12,000 New
LPL Financial
167
LPL Financial
California
$759K +$746K +11,762 New
Calamos Advisors
168
Calamos Advisors
Illinois
$752K -$372K -5,867 -33%
SAM
169
Shell Asset Management
Netherlands
$714K +$122K +1,920 +21%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$709K +$344K +5,415 +97%
CAM
171
Connacht Asset Management
New York
$697K +$685K +10,798 New
SWM
172
SeaCrest Wealth Management
New York
$641K +$630K +9,933 New
Principal Financial Group
173
Principal Financial Group
Iowa
$621K +$81K +1,277 +15%
GCM
174
Graham Capital Management
Connecticut
$620K +$610K +9,619 New
HW
175
Hancock Whitney
Mississippi
$610K -$4.12K -65 -0.7%

EXE Hedge Fund Activity: Q4 2021 in Review

268 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q4 2021, worth a combined $8.46B — up 25% from $6.78B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EXE positions and 36 closed out — a net gain of 63 holders — while 110 added to existing stakes and 45 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $826M. The largest seller was Brandes Investment Partners, cutting an estimated $38.5M.

  • 268 institutional investors held Expand Energy Corp (EXE) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $8.46B of Expand Energy Corp stock for Q4 2021, up 25% quarter-over-quarter.
  • 99 funds opened new Expand Energy Corp positions in Q4 2021 and 36 closed out, a net change of +63 holders.
  • The largest Expand Energy Corp buyer in Q4 2021 was Blackstone Inc, an estimated $826M added.
  • The largest Expand Energy Corp seller in Q4 2021 was Brandes Investment Partners, an estimated $38.5M sold.

Based on aggregated 13F filings for Q4 2021.