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EXE

Expand Energy Corp

436 hedge funds and large institutions have $12.2B invested in Expand Energy Corp in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 48

16% more call options, than puts

Call options by funds: $316M | Put options by funds: $271M

13% more funds holding

Funds holding: 385436 (+51)

13% more capital invested

Capital invested by funds: $10.8B → $12.2B (+$1.41B)

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 135

2.56% more ownership

Funds ownership: 105.08%107.64% (+2.6%)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
436
Holders Change
+51
Holders Change %
+13.25%
% of All Funds
7.51%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.55%
New
102
Increased
152
Reduced
135
Closed
48
Calls
$316M
Puts
$271M
Net Calls
+$44.5M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$1.19B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.05B -$77.8M -828,237 -7%
Capital World Investors
3
Capital World Investors
California
$953M +$59M +628,464 +7%
OCM
4
Oaktree Capital Management
California
$923M -$65.9M -701,153 -7%
Prudential Financial
5
Prudential Financial
New Jersey
$571M -$13.1M -139,523 -2%
BlackRock
6
BlackRock
New York
$538M -$64.4M -685,577 -11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$497M +$109M +1,155,851 +28%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$328M -$119M -1,271,043 -27%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$322M -$1.23M -13,137 -0.4%
OAG
10
Orbis Allan Gray
Bermuda
$294M -$14.8M -157,896 -5%
KEM
11
Kimmeridge Energy Management
New York
$242M +$34.5M +367,733 +17%
GCM
12
Glendon Capital Management
California
$219M -$20.7M -220,459 -9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$207M -$33.3M -354,320 -14%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$199M -$12.5M -132,691 -6%
ClearBridge Investments
15
ClearBridge Investments
New York
$199M +$2.84M +30,193 +1%
SPC
16
Slate Path Capital
New York
$180M -$57.2M -609,000 -24%
State Street
17
State Street
Massachusetts
$163M -$1.18M -12,513 -0.7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$150M -$14.7M -156,276 -9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$136M +$29.3M +311,984 +28%
Two Sigma Investments
20
Two Sigma Investments
New York
$135M +$135M +1,437,174 New
Invesco
21
Invesco
Georgia
$127M -$23.2M -246,596 -15%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$116M +$40.5M +431,491 +54%
Renaissance Technologies
23
Renaissance Technologies
New York
$101M +$74.5M +793,120 +285%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$88.2M +$32M +340,724 +57%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$85.8M +$14.6M +155,000 +21%

EXE Hedge Fund Activity: Q3 2022 in Review

436 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q3 2022, worth a combined $12.2B — up 13% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new EXE positions and 48 closed out — a net gain of 54 holders — while 152 added to existing stakes and 135 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $135M. The largest seller was Scout Investments, cutting an estimated $135M.

  • 436 institutional investors held Expand Energy Corp (EXE) as of Q3 2022, up from 385 in Q2 2022.
  • Funds reported $12.2B of Expand Energy Corp stock for Q3 2022, up 13% quarter-over-quarter.
  • 102 funds opened new Expand Energy Corp positions in Q3 2022 and 48 closed out, a net change of +54 holders.
  • The largest Expand Energy Corp buyer in Q3 2022 was Two Sigma Investments, an estimated $135M added.
  • The largest Expand Energy Corp seller in Q3 2022 was Scout Investments, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2022.