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EXE

Expand Energy Corp

466 hedge funds and large institutions have $12.9B invested in Expand Energy Corp in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 151 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $336M | Put options by funds: $200M

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

19% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 151

9.01% more ownership

Funds ownership: 109.99%119% (+9%)

9% more capital invested

Capital invested by funds: $11.8B → $12.9B (+$1.02B)

1% less funds holding

Funds holding: 470466 (-4)

3% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 72

Holders
466
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
6.69%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
70
Increased
179
Reduced
151
Closed
72
Calls
$336M
Puts
$200M
Net Calls
+$137M
Net Calls Change
+$7.56M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.17B +$318M +4,164,935 +41%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.05B +$7.47M +97,842 +0.8%
Blackstone Inc
3
Blackstone Inc
New York
$1.04B
BlackRock
4
BlackRock
New York
$1.04B +$86.3M +1,129,929 +10%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$842M -$89.1M -1,167,374 -10%
OCM
6
Oaktree Capital Management
California
$565M
Wellington Management Group
7
Wellington Management Group
Massachusetts
$449M -$153M -2,007,833 -27%
State Street
8
State Street
Massachusetts
$435M +$18.7M +244,643 +5%
KEM
9
Kimmeridge Energy Management
New York
$383M +$73.1M +957,900 +26%
First Trust Advisors
10
First Trust Advisors
Illinois
$359M +$41.7M +546,344 +14%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$329M +$253M +3,317,277 +482%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$308M -$28.7M -375,331 -9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$273M -$878K -11,504 -0.3%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$233M +$19M +249,203 +10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$208M +$2.33M +30,577 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$201M +$6.44M +84,344 +4%
GCM
17
Glendon Capital Management
California
$175M
Invesco
18
Invesco
Georgia
$168M -$37.9M -496,974 -20%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$149M +$21.1M +276,634 +18%
Capital Research Global Investors
20
Capital Research Global Investors
California
$148M +$138M +1,803,000 New
ARCM
21
Asia Research & Capital Management
Hong Kong
$145M +$116M +1,517,617 +631%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$141M -$68.8M -900,962 -34%
Citadel Advisors
23
Citadel Advisors
Florida
$132M +$106M +1,384,446 +641%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$131M +$1.1M +14,434 +0.9%
Ameriprise
25
Ameriprise
Minnesota
$106M +$73.9M +967,227 +303%

EXE Hedge Fund Activity: Q3 2024 in Review

466 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Expand Energy Corp (EXE) for Q3 2024, worth a combined $12.9B — up 8.6% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of EXE and 70 opened new positions — a net loss of 2 holders — while 151 trimmed existing stakes and 179 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $318M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 466 institutional investors held Expand Energy Corp (EXE) as of Q3 2024, down from 470 in Q2 2024.
  • Funds reported $12.9B of Expand Energy Corp stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 70 funds opened new Expand Energy Corp positions in Q3 2024 and 72 closed out, a net change of -2 holders.
  • The largest Expand Energy Corp buyer in Q3 2024 was T. Rowe Price Associates, an estimated $318M added.
  • The largest Expand Energy Corp seller in Q3 2024 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.