Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Expand Energy Corporation (EXE)

887 + Investors. Track Smart Money conviction in EXE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — EXE

Based on 892 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EXE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
892 hedge funds hold EXE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+154 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

539 buying391 selling
Last quarter: 539 funds bought or added vs 391 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-34 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 154 → 102 → 194 → 160. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 34% medium ■ 25% new
359 out of 892 hedge funds have held EXE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

166 → 154 → 102 → 194 → 160 new funds/Q
New funds entering each quarter: 154 → 102 → 194 → 160. A growing number of institutions are discovering EXE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 34% newcomers

■ 48% veterans ■ 19% 1-2yr ■ 34% new
Entry-cohort mix of 934 holders: 445 (48%) are 2+ year veterans, 173 entered 1–2 years ago, and 316 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
67 of 884 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in EXE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EXE

In 2026 Q1, 539 hedge funds were net buyers of EXE (160 opened a new position, 379 added to an existing one), while 391 reduced or exited (250 trimmed, 141 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in EXE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 892.

Hedge Fund Ownership: EXE

How many hedge funds hold EXE — quarterly history vs. share price
Quarterly hedge fund ownership of EXE vs. share price

Market Analysis: EXE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Expand Energy Corporation (EXE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EXE has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
EXE
-19.1%
XLE
-6.1%

EXE outperformed XLE by -13.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
EXE
-8.2%
XLE
-3.2%

Since the filing became public, EXE outperformed XLE by -5.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

63 top-rated funds 24 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
6.7
/ 10
conviction
Hedge Fund Positioning: EXE
887 + Investors

Track Smart Money conviction in EXE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 887 873 1.6%
13F Shares 225M 234M -3.81%
Total Value $23.78B $25.46B -6.59%
New Positions 156 194 -38
Increased Positions 368 332 +36
Closed Positions 142 80 +62
Reduced Positions 238 237 +1
Total Calls 23 29 -20.69%
Total Puts 26 27 -3.7%
PUT/CALL Ratio 1.13 0.93 Neutral

Statistics: EXE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

887 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EXE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EXE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Glendon Capital Management LP 27.52% 2,019,894 $221.6M
2 LSP Investment Advisors, LLC 25.49% 319,717 $35.1M
3 Incision Capital Management LP 18.18% 150,000 $16.5M
4 Brooklands Fund Management Ltd 13.46% 109,026 $12.0M
5 Oceanic Investment Management LTD 10.43% 112,127 $12.3M
6 Oaktree Capital Management LP 9.15% 5,237,477 $575.0M
7 Holowesko Partners Ltd. 7.69% 250,000 $27.4M
8 Kopernik Global Investors, LLC 6.24% 813,632 $89.3M
9 Concorde Financial Corp 6.01% 69,761 $7.7M
10 Pennant Investors, LP 5.96% 196,000 $21.5M
11 Sagefield Capital LP 5.91% 747,987 $82.1M
12 Hiddenite Capital Partners LP 5.76% 200,000 $22.0M
13 Cobalt Capital Management, INC. 5.52% 89,800 $9.9M
14 Disciplined Growth Investors Inc /Mn 5.33% 2,373,302 $260.5M
15 Gemsstock Ltd. 5.07% 437,900 $48.1M
16 SIR Capital Management, L.P. 4.21% 410,733 $45.1M
17 Black Maple Capital Management LP 4.18% 68,398 $7.5M
18 Palo Duro Investment Partners, LP 4.18% 195,942 $21.5M
19 Pennant Select, LLC 3.85% 69,700 $7.7M
20 Socorro Asset Management LP 3.70% 74,433 $8.2M
21 Clough Capital Partners L P 3.61% 341,456 $37.5M
22 Dockside LLC 3.51% 127,212 $14.0M
23 Hiddenite Capital Partners LP 3.46% 120,000 $13.2M
24 Alta Fundamental Advisers LLC 3.43% 82,960 $9.1M
25 Mh & Associates Securities Management Corp /Adv 3.14% 32,811 $3.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Expand Energy Corporation (EXE)

What does the Smart Money Trend signal show for EXE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EXE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EXE?

Slight buying edge — 58% buying: Last quarter: 539 funds bought or added vs 391 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EXE holders?

Elite ownership — 47% AUM from top-100 funds: 67 of 884 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in EXE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EXE?

40% of holders stayed for 2+ years: 359 out of 892 hedge funds have held EXE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Expand Energy Corporation (EXE) following the 2026 Q1 hedge fund 13F filings?

As of today, EXE has moved -8.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.2% for the XLE sector ETF — an outperformance of -5.0%. Since the quarter end (March 31, 2026), EXE has gained -19.1% vs -6.1% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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