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EXE

Expand Energy Corp

491 hedge funds and large institutions have $12.6B invested in Expand Energy Corp in 2022 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 197 increasing their positions, 117 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 61

68% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 117

32% more call options, than puts

Call options by funds: $169M | Put options by funds: $128M

13% more funds holding

Funds holding: 436491 (+55)

3% more capital invested

Capital invested by funds: $12.2B → $12.6B (+$362M)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

10.08% less ownership

Funds ownership: 107.64%97.56% (-10%)

Holders
491
Holders Change
+55
Holders Change %
+12.61%
% of All Funds
7.89%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.5%
New
123
Increased
197
Reduced
117
Closed
61
Calls
$169M
Puts
$128M
Net Calls
+$40.9M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$1.2B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.18B +$129M +1,306,215 +12%
Capital World Investors
3
Capital World Investors
California
$929M -$27M -272,244 -3%
OCM
4
Oaktree Capital Management
California
$814M -$116M -1,170,121 -12%
BlackRock
5
BlackRock
New York
$671M +$139M +1,407,846 +25%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$450M -$49.7M -501,963 -10%
CSA
7
Cottage Street Advisors
Massachusetts
$377M -$1.61M -16,287 -80%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$306M -$17.5M -176,462 -5%
OAG
9
Orbis Allan Gray
Bermuda
$304M +$9.58M +96,682 +3%
Prudential Financial
10
Prudential Financial
New Jersey
$272M -$313M -3,156,237 -52%
ClearBridge Investments
11
ClearBridge Investments
New York
$251M +$54.9M +554,395 +26%
KEM
12
Kimmeridge Energy Management
New York
$242M
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$228M +$117M +1,182,100 +96%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$222M +$15.7M +158,714 +7%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$212M +$13.5M +136,298 +6%
State Street
16
State Street
Massachusetts
$209M +$48.6M +490,746 +28%
GCM
17
Glendon Capital Management
California
$200M -$19.8M -199,464 -9%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$183M -$152M -1,537,938 -44%
SPC
19
Slate Path Capital
New York
$180M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$164M +$14.1M +142,055 +9%
First Trust Advisors
21
First Trust Advisors
Illinois
$139M +$88.9M +897,274 +156%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$138M +$141M +1,419,143 +3,273%
Invesco
23
Invesco
Georgia
$122M -$5.86M -59,142 -4%
JP Morgan Chase
24
JP Morgan Chase
New York
$116M +$54.1M +546,450 +80%
Goldman Sachs
25
Goldman Sachs
New York
$101M +$16.5M +166,769 +18%

EXE Hedge Fund Activity: Q4 2022 in Review

491 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q4 2022, worth a combined $12.6B — up 3% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EXE positions and 61 closed out — a net gain of 62 holders — while 197 added to existing stakes and 117 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $141M. The largest seller was Prudential Financial, cutting an estimated $313M.

  • 491 institutional investors held Expand Energy Corp (EXE) as of Q4 2022, up from 436 in Q3 2022.
  • Funds reported $12.6B of Expand Energy Corp stock for Q4 2022, up 3% quarter-over-quarter.
  • 123 funds opened new Expand Energy Corp positions in Q4 2022 and 61 closed out, a net change of +62 holders.
  • The largest Expand Energy Corp buyer in Q4 2022 was T. Rowe Price Associates, an estimated $141M added.
  • The largest Expand Energy Corp seller in Q4 2022 was Prudential Financial, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2022.