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EXE

Expand Energy Corp

495 hedge funds and large institutions have $12.6B invested in Expand Energy Corp in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 144 increasing their positions, 182 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $337M | Put options by funds: $160M

49% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 68

22% more capital invested

Capital invested by funds: $10.3B → $12.6B (+$2.3B)

6.45% more ownership

Funds ownership: 101.7%108.15% (+6.5%)

6% more funds holding

Funds holding: 466495 (+29)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

21% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 182

Holders
495
Holders Change
+29
Holders Change %
+6.22%
% of All Funds
7.13%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
101
Increased
144
Reduced
182
Closed
68
Calls
$337M
Puts
$160M
Net Calls
+$178M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.14B +$323M +4,020,691 +46%
Blackstone Inc
2
Blackstone Inc
New York
$1.13B +$923K +11,500 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.12B -$5.57M -69,358 -0.5%
BlackRock
4
BlackRock
New York
$1.02B +$16.6M +206,699 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$805M +$509M +6,338,963 +233%
OCM
6
Oaktree Capital Management
California
$620M -$1.28M -15,983 -0.2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$519M +$73.7M +917,351 +19%
State Street
8
State Street
Massachusetts
$351M +$2.04M +25,369 +0.6%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$340M -$39.4M -491,008 -11%
First Trust Advisors
10
First Trust Advisors
Illinois
$313M +$232M +2,886,445 +451%
KEM
11
Kimmeridge Energy Management
New York
$255M -$23M -286,000 -9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$251M +$69.4M +864,268 +44%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$231M -$18.9M -236,020 -8%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$231M +$24.7M +307,814 +13%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$229M +$1.11M +13,807 +0.5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$208M +$22.5M +279,694 +14%
GCM
17
Glendon Capital Management
California
$189M
Invesco
18
Invesco
Georgia
$166M +$43.8M +546,022 +41%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$136M -$20.7M -257,261 -14%
Bank of America
20
Bank of America
North Carolina
$121M +$29.1M +362,072 +36%
CVA
21
Ceredex Value Advisors
Florida
$115M -$13.5M -167,619 -11%
Prudential Financial
22
Prudential Financial
New Jersey
$101M -$74.8M -931,388 -45%
Two Sigma Investments
23
Two Sigma Investments
New York
$91.2M +$79.7M +993,050 +2,931%
Morgan Stanley
24
Morgan Stanley
New York
$88.5M -$36.1M -449,602 -31%
JP Morgan Chase
25
JP Morgan Chase
New York
$81.8M -$9.56M -119,098 -11%

EXE Hedge Fund Activity: Q1 2024 in Review

495 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q1 2024, worth a combined $12.6B — up 22% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXE positions and 68 closed out — a net gain of 33 holders — while 144 added to existing stakes and 182 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $509M. The largest seller was Capital World Investors, cutting an estimated $200M.

  • 495 institutional investors held Expand Energy Corp (EXE) as of Q1 2024, up from 466 in Q4 2023.
  • Funds reported $12.6B of Expand Energy Corp stock for Q1 2024, up 22% quarter-over-quarter.
  • 101 funds opened new Expand Energy Corp positions in Q1 2024 and 68 closed out, a net change of +33 holders.
  • The largest Expand Energy Corp buyer in Q1 2024 was T. Rowe Price Associates, an estimated $509M added.
  • The largest Expand Energy Corp seller in Q1 2024 was Capital World Investors, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2024.