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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
NL
151
NWAM LLC
Washington
$4.45M +$149K +1,753 +4%
PP
152
Prudential plc
United Kingdom
$4.36M +$3.5M +41,186 +439%
WFI
153
West Family Investments
California
$4.31M
SDIC
154
South Dakota Investment Council
South Dakota
$4M +$1.71M +20,194 +77%
Asset Management One
155
Asset Management One
Japan
$3.84M -$62.4K -735 -2%
TG
156
TCW Group
California
$3.8M -$6.12M -72,100 -62%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$3.8M +$785K +9,246 +26%
ECM
158
ExodusPoint Capital Management
New York
$3.76M +$3.7M +43,606 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$3.76M -$272K -3,205 -7%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$3.74M +$415K +4,892 +13%
Korea Investment Corp
161
Korea Investment Corp
South Korea
$3.59M -$25M -295,107 -88%
SSA
162
Schonfeld Strategic Advisors
New York
$3.41M +$3.35M +39,493 New
OTPPB
163
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.4M -$1.11M -13,102 -25%
GC
164
Guggenheim Capital
Illinois
$3.32M +$1.25M +14,732 +62%
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$3.27M +$3.22M +37,945 New
DFG
166
Delphi Financial Group
Delaware
$3.17M +$1.02M +12,020 +49%
AM
167
AGF Management
Ontario, Canada
$3.05M +$3M +35,362 New
HFS
168
Hantz Financial Services
Michigan
$3.03M +$65.9K +776 +2%
PGIM
169
Pacific Global Investment Management
California
$2.97M -$94.8K -1,117 -3%
PCM
170
Penn Capital Management
Pennsylvania
$2.88M -$67.9K -800 -2%
UIA
171
Ulland Investment Advisors
Minnesota
$2.87M -$133K -1,568 -4%
HP
172
Hartree Partners
New York
$2.85M -$1.7M -20,000 -38%
Nomura Asset Management
173
Nomura Asset Management
Japan
$2.83M +$359K +4,229 +15%
SOMRS
174
State of Michigan Retirement System
Michigan
$2.78M +$2.2M +25,900 +411%
LSERS
175
Louisiana State Employees Retirement System
Louisiana
$2.75M +$2.71M +31,900 New

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.