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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
RBC
176
Romano Brothers & Co
Illinois
$2.62M +$557K +7,300 +30%
SOMRS
177
State of Michigan Retirement System
Michigan
$2.57M -$22.9K -300 -0.9%
LSERS
178
Louisiana State Employees Retirement System
Louisiana
$2.54M -$45.8K -600 -2%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$2.49M +$1.03M +13,555 +82%
JHCP
180
Jackson Hole Capital Partners
Oklahoma
$2.46M -$24.5K -321 -1%
KTA
181
Keeley-Teton Advisors
Illinois
$2.46M -$26.3K -345 -1%
II
182
IFM Investors
Australia
$2.39M +$750K +9,817 +51%
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$2.37M -$31.5K -412 -1%
GCM
184
GeoSphere Capital Management
Florida
$2.22M +$2.06M +27,000 New
GC
185
Glenorchy Capital
Australia
$2.21M +$872K +11,424 +74%
SAM
186
Storebrand Asset Management
Norway
$2.2M +$19.7K +258 +1%
Public Sector Pension Investment Board (PSP Investments)
187
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.19M +$887K +11,623 +77%
CM
188
Crestline Management
Texas
$2.16M +$2M +26,252 New
BHCM
189
Brevan Howard Capital Management
Jersey
$2.13M +$1.98M +25,925 New
SEI Investments
190
SEI Investments
Pennsylvania
$2.12M -$1.1M -14,446 -36%
OAM
191
Ostrum Asset Management
France
$2.11M +$905K +11,850 +86%
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
$2.09M +$1.16M +15,233 +149%
Millennium Management
193
Millennium Management
New York
$2.09M -$60.9M -797,265 -97%
XT
194
XTX Topco
Cayman Islands
$2.08M +$1.94M +25,349 New
BCM
195
Bridgeway Capital Management
Texas
$2.08M
X
196
Xponance
Pennsylvania
$2.04M +$523K +6,846 +38%
OPERF
197
Oregon Public Employees Retirement Fund
Oregon
$2.03M +$124K +1,620 +7%
FDS
198
First Dallas Securities
Texas
$2.03M -$402K -5,267 -18%
COPPSERS
199
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.02M -$7.03K -92 -0.4%
PCM
200
Penn Capital Management
Pennsylvania
$1.91M -$135K -1,774 -7%

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.