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EXE

Expand Energy Corp

457 hedge funds and large institutions have $10.9B invested in Expand Energy Corp in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 158 increasing their positions, 161 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $226M | Put options by funds: $169M

12% more capital invested

Capital invested by funds: $9.73B → $10.9B (+$1.13B)

1.7% more ownership

Funds ownership: 95.17%96.87% (+1.7%)

3% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 65

0% more funds holding

Funds holding: 457457 (0)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

2% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 161

Holders
457
Holders Change
Holders Change %
0%
% of All Funds
7.18%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
67
Increased
158
Reduced
161
Closed
65
Calls
$226M
Puts
$169M
Net Calls
+$56.7M
Net Calls Change
+$75.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$1.06B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.05B -$10.7M -134,502 -1%
Capital World Investors
3
Capital World Investors
California
$813M -$10.8M -135,231 -1%
OCM
4
Oaktree Capital Management
California
$615M -$98.1M -1,229,879 -14%
BlackRock
5
BlackRock
New York
$533M -$28.7M -359,863 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$505M +$87.9M +1,101,792 +22%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$480M +$329M +4,121,506 +256%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$265M +$17.6M +220,380 +7%
Prudential Financial
9
Prudential Financial
New Jersey
$244M -$350K -4,390 -0.2%
ClearBridge Investments
10
ClearBridge Investments
New York
$241M +$17.6M +220,316 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$235M +$42.1M +527,574 +23%
KEM
12
Kimmeridge Energy Management
New York
$227M
Fidelity Investments
13
Fidelity Investments
Massachusetts
$196M -$14.3M -179,177 -7%
State Street
14
State Street
Massachusetts
$194M +$396K +4,958 +0.2%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$192M -$16M -200,367 -8%
GCM
16
Glendon Capital Management
California
$178M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$154M +$5.7M +71,482 +4%
Pacer Advisors
18
Pacer Advisors
Pennsylvania
$149M +$1.76M +22,072 +1%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$144M -$31.2M -391,462 -19%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$133M +$17.3M +216,920 +16%
SPC
21
Slate Path Capital
New York
$118M -$39.9M -500,000 -26%
CVA
22
Ceredex Value Advisors
Florida
$102M +$628K +7,866 +0.6%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$101M +$96.8M +1,212,531 New
Citadel Advisors
24
Citadel Advisors
Florida
$99.8M +$85.8M +1,075,523 +916%
JP Morgan Chase
25
JP Morgan Chase
New York
$96.3M -$11.9M -149,481 -11%

EXE Hedge Fund Activity: Q2 2023 in Review

457 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q2 2023, worth a combined $10.9B — up 12% from $9.73B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EXE positions and 65 closed out — a net gain of 2 holders — while 158 added to existing stakes and 161 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $329M. The largest seller was Orbis Allan Gray, exiting entirely with an estimated $173M sold.

  • 457 institutional investors held Expand Energy Corp (EXE) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $10.9B of Expand Energy Corp stock for Q2 2023, up 12% quarter-over-quarter.
  • 67 funds opened new Expand Energy Corp positions in Q2 2023 and 65 closed out, a net change of +2 holders.
  • The largest Expand Energy Corp buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $329M added.
  • The largest Expand Energy Corp seller in Q2 2023 was Orbis Allan Gray, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2023.