We are live on ! Find out more
EXE

Expand Energy Corp

457 hedge funds and large institutions have $9.73B invested in Expand Energy Corp in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 132

2.39% less ownership

Funds ownership: 97.56%95.17% (-2.4%)

7% less funds holding

Funds holding: 491457 (-34)

10% less call options, than puts

Call options by funds: $163M | Put options by funds: $182M

23% less capital invested

Capital invested by funds: $12.6B → $9.73B (-$2.88B)

29% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 101

39% less funds holding in top 10

Funds holding in top 10: 3119 (-12)

Holders
457
Holders Change
-34
Holders Change %
-6.92%
% of All Funds
7.28%
Holding in Top 10
19
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-38.71%
% of All Funds
0.3%
New
72
Increased
199
Reduced
132
Closed
101
Calls
$163M
Puts
$182M
Net Calls
-$18.7M
Net Calls Change
-$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$968M +$20M +242,887 +2%
Blackstone Inc
2
Blackstone Inc
New York
$963M
Capital World Investors
3
Capital World Investors
California
$749M +$242K +2,934 +0%
OCM
4
Oaktree Capital Management
California
$652M -$4.12M -50,000 -0.6%
BlackRock
5
BlackRock
New York
$512M -$31.4M -381,945 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$375M +$13.7M +166,911 +3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$224M +$44.1M +536,206 +22%
Prudential Financial
8
Prudential Financial
New Jersey
$222M +$789K +9,586 +0.3%
KEM
9
Kimmeridge Energy Management
New York
$206M +$12.3M +150,000 +6%
ClearBridge Investments
10
ClearBridge Investments
New York
$202M -$309K -3,750 -0.1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$191M -$59.8M -726,512 -22%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$190M +$20.5M +248,604 +11%
State Street
13
State Street
Massachusetts
$176M +$7.4M +89,942 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$173M -$6.13M -74,426 -3%
OAG
15
Orbis Allan Gray
Bermuda
$173M -$78M -947,425 -29%
GCM
16
Glendon Capital Management
California
$161M
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$160M +$53.3M +647,380 +44%
SPC
18
Slate Path Capital
New York
$145M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$135M +$3.25M +39,463 +2%
Pacer Advisors
20
Pacer Advisors
Pennsylvania
$134M +$64.3M +781,540 +80%
T. Rowe Price Investment Management
21
T. Rowe Price Investment Management
Maryland
$122M +$133M +1,610,664 New
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$104M +$27.7M +336,775 +33%
JP Morgan Chase
23
JP Morgan Chase
New York
$98.9M +$5.89M +71,598 +6%
CVA
24
Ceredex Value Advisors
Florida
$92.4M +$57.5M +698,627 +135%
Invesco
25
Invesco
Georgia
$86M -$12.9M -157,022 -12%

EXE Hedge Fund Activity: Q1 2023 in Review

457 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q1 2023, worth a combined $9.73B — down 23% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of EXE and 72 opened new positions — a net loss of 29 holders — while 132 trimmed existing stakes and 199 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $133M. The largest seller was D.E. Shaw & Co, cutting an estimated $149M.

  • 457 institutional investors held Expand Energy Corp (EXE) as of Q1 2023, down from 491 in Q4 2022.
  • Funds reported $9.73B of Expand Energy Corp stock for Q1 2023, down 23% quarter-over-quarter.
  • 72 funds opened new Expand Energy Corp positions in Q1 2023 and 101 closed out, a net change of -29 holders.
  • The largest Expand Energy Corp buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $133M added.
  • The largest Expand Energy Corp seller in Q1 2023 was D.E. Shaw & Co, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2023.