Expand Energy Corp
466 hedge funds and large institutions have $10.3B invested in Expand Energy Corp in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 126 increasing their positions, 206 reducing their positions, and 74 closing their positions.
6% more call options, than puts
Call options by funds: $168M | Put options by funds: $160M
7% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 74
1.35% less ownership
Funds ownership: 103.05% → 101.7% (-1.3%)
2% less funds holding
Funds holding: 477 → 466 (-11)
13% less capital invested
Capital invested by funds: $11.8B → $10.3B (-$1.51B)
25% less funds holding in top 10
Funds holding in top 10: 16 → 12 (-4)
39% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 206
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$172M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$89.6M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$65.9M |
| 4 |
ECA
Encompass Capital Advisors
New York
|
+$55M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$54.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$193M |
| 2 |
ClearBridge Investments
New York
|
-$136M |
| 3 |
SPC
Slate Path Capital
New York
|
-$98.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$53.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$35.5M |
EXE Hedge Fund Activity: Q4 2023 in Review
466 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q4 2023, worth a combined $10.3B — down 13% from $11.8B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of EXE and 69 opened new positions — a net loss of 5 holders — while 206 trimmed existing stakes and 126 added.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $172M. The largest seller was Capital World Investors, cutting an estimated $193M.
- 466 institutional investors held Expand Energy Corp (EXE) as of Q4 2023, down from 477 in Q3 2023.
- Funds reported $10.3B of Expand Energy Corp stock for Q4 2023, down 13% quarter-over-quarter.
- 69 funds opened new Expand Energy Corp positions in Q4 2023 and 74 closed out, a net change of -5 holders.
- The largest Expand Energy Corp buyer in Q4 2023 was T. Rowe Price Investment Management, an estimated $172M added.
- The largest Expand Energy Corp seller in Q4 2023 was Capital World Investors, an estimated $193M sold.
Based on aggregated 13F filings for Q4 2023.