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EXE

Expand Energy Corp

477 hedge funds and large institutions have $11.8B invested in Expand Energy Corp in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 181 increasing their positions, 142 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

27% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 142

14% more call options, than puts

Call options by funds: $369M | Put options by funds: $325M

8% more capital invested

Capital invested by funds: $10.9B → $11.8B (+$914M)

6.18% more ownership

Funds ownership: 96.87%103.05% (+6.2%)

4% more funds holding

Funds holding: 457477 (+20)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
477
Holders Change
+20
Holders Change %
+4.38%
% of All Funds
7.57%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
83
Increased
181
Reduced
142
Closed
56
Calls
$369M
Puts
$325M
Net Calls
+$44.6M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B +$21.9M +257,880 +2%
Blackstone Inc
2
Blackstone Inc
New York
$1.09B
BlackRock
3
BlackRock
New York
$985M +$429M +5,050,465 +79%
OCM
4
Oaktree Capital Management
California
$604M -$29.7M -349,933 -5%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$578M +$82.2M +969,167 +17%
Capital World Investors
6
Capital World Investors
California
$488M -$344M -4,055,137 -42%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$448M -$71.8M -845,611 -14%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$354M +$79.4M +936,169 +30%
State Street
9
State Street
Massachusetts
$316M +$115M +1,355,562 +59%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$279M +$36.3M +427,181 +15%
KEM
11
Kimmeridge Energy Management
New York
$272M +$37.3M +439,186 +16%
ClearBridge Investments
12
ClearBridge Investments
New York
$247M -$876K -10,328 -0.4%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$235M +$36.2M +426,560 +19%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$211M +$9.44M +111,294 +5%
Prudential Financial
15
Prudential Financial
New Jersey
$189M -$61.2M -720,841 -25%
GCM
16
Glendon Capital Management
California
$183M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$174M +$14.5M +170,328 +9%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$165M +$17M +200,070 +12%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$146M +$8.96M +105,560 +7%
Pacer Advisors
20
Pacer Advisors
Pennsylvania
$132M -$21.2M -249,972 -14%
CVA
21
Ceredex Value Advisors
Florida
$130M +$24.6M +289,380 +24%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$127M +$21.8M +256,464 +21%
N
23
Nuveen
North Carolina
$122M +$77M +907,203 +179%
Invesco
24
Invesco
Georgia
$113M +$18.1M +213,039 +19%
JP Morgan Chase
25
JP Morgan Chase
New York
$109M +$10.1M +118,732 +10%

EXE Hedge Fund Activity: Q3 2023 in Review

477 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q3 2023, worth a combined $11.8B — up 8.4% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EXE positions and 56 closed out — a net gain of 27 holders — while 181 added to existing stakes and 142 trimmed.

The largest buyer was BlackRock, adding an estimated $429M. The largest seller was Capital World Investors, cutting an estimated $344M.

  • 477 institutional investors held Expand Energy Corp (EXE) as of Q3 2023, up from 457 in Q2 2023.
  • Funds reported $11.8B of Expand Energy Corp stock for Q3 2023, up 8.4% quarter-over-quarter.
  • 83 funds opened new Expand Energy Corp positions in Q3 2023 and 56 closed out, a net change of +27 holders.
  • The largest Expand Energy Corp buyer in Q3 2023 was BlackRock, an estimated $429M added.
  • The largest Expand Energy Corp seller in Q3 2023 was Capital World Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2023.