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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
Blackstone Inc
1
Blackstone Inc
New York
$840M +$826M +13,017,649 New
OCM
2
Oaktree Capital Management
California
$774M +$3.94M +62,036 +0.5%
Prudential Financial
3
Prudential Financial
New Jersey
$742M -$18.8M -295,780 -3%
Capital World Investors
4
Capital World Investors
California
$707M +$54.7M +861,997 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$625M +$63.6M +1,001,677 +12%
BlackRock
6
BlackRock
New York
$613M +$62.6M +987,188 +12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$341M -$2.4M -37,818 -0.7%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$338M -$21.5M -339,194 -6%
Franklin Resources
9
Franklin Resources
California
$324M +$92.9K +1,464 +0%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$298M +$43.2M +681,284 +17%
SPC
11
Slate Path Capital
New York
$215M +$30.2M +476,000 +17%
GCM
12
Glendon Capital Management
California
$205M +$12M +189,061 +6%
RL
13
Ruffer LLP
United Kingdom
$162M -$6.14M -96,728 -4%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$125M +$11.8M +186,244 +11%
State Street
15
State Street
Massachusetts
$121M +$7.65M +120,653 +7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$119M +$6.07M +95,686 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$94M +$15.3M +241,180 +20%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$92.7M +$14.1M +221,909 +18%
Invesco
19
Invesco
Georgia
$89.8M +$25.8M +407,141 +41%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$70.6M -$15.1M -237,796 -18%
Northern Trust
21
Northern Trust
Illinois
$65.5M +$2.85M +44,983 +5%
SG
22
Sourcerock Group
Colorado
$56.7M +$33.2M +522,686 +147%
CC
23
Cannell & Co
New York
$54.2M +$53.3M +839,389 New
N
24
Nuveen
North Carolina
$52.1M +$9.52M +150,090 +23%
Charles Schwab
25
Charles Schwab
California
$50.1M +$3.78M +59,527 +8%

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.