Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Expand Energy Corporation (EXE)

838 + 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
↓ -43
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — EXE

Based on 851 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EXE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
851 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

482 buying439 selling
Last quarter: 482 funds bought or added vs 439 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 (-44 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 102 → 194 → 161 → 117. 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.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 33% medium ■ 23% new
378 out of 851 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.
💎

Buying through price weakness — shares +14%, value -15%

Value
-14%
Shares
+13%
Last quarter: funds added +14% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~117 new funds/quarter

156 → 102 → 194 → 161 → 117 new funds/Q
New funds entering each quarter: 102 → 194 → 161 → 117. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 29% newcomers

■ 51% veterans ■ 21% 1-2yr ■ 29% new
Entry-cohort mix of 891 holders: 452 (51%) are 2+ year veterans, 183 entered 1–2 years ago, and 256 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
69 of 846 holders are among the 100 largest funds by AUM, controlling 58% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 482 hedge funds were net buyers of EXE (117 opened a new position, 365 added to an existing one), while 439 reduced or exited (279 trimmed, 160 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 58% of total institutional value in EXE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -43 funds (more exits than new entries). Total institutional holders: 851.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 20 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: EXE
838 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 838 894 -6.26%
13F Shares 229M 225M 1.88%
Total Value $19.97B $23.79B -16.06%
New Positions 113 161 -48
Increased Positions 354 369 -15
Closed Positions 164 141 +23
Reduced Positions 265 239 +26
Total Calls 22 23 -4.35%
Total Puts 23 26 -11.54%
PUT/CALL Ratio 1.05 1.13 Neutral

Statistics: EXE

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Institutional Holders (2026 Q2)

838 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LSP Investment Advisors, LLC 26.78% 319,717 $29.2M
2 Glendon Capital Management LP 23.83% 2,019,894 $184.1M
3 Incision Capital Management LP 11.49% 130,000 $11.9M
4 Oceanic Investment Management LTD 11.46% 97,922 $8.9M
5 Cobalt Capital Management, INC. 11.03% 170,000 $15.5M
6 Kopernik Global Investors, LLC 9.63% 1,723,513 $157.2M
7 Brooklands Fund Management Ltd 9.25% 132,190 $11.8M
8 Palo Duro Investment Partners, LP 7.73% 439,476 $40.1M
9 Oaktree Capital Management LP 6.63% 5,237,477 $477.6M
10 Black Maple Capital Management LP 6.61% 127,578 $11.6M
11 Holowesko Partners Ltd. 5.82% 252,300 $23.0M
12 Sagefield Capital LP 5.42% 801,345 $73.1M
13 Pennant Investors, LP 5.34% 196,000 $17.9M
14 Concorde Financial Corp 5.16% 70,261 $6.4M
15 TMB Capital Partners, LLC 4.34% 152,593 $13.9M
16 Disciplined Growth Investors Inc /Mn 3.62% 2,346,927 $214.0M
17 Socorro Asset Management LP 3.24% 79,100 $7.2M
18 Mh & Associates Securities Management Corp /Adv 3.20% 39,097 $3.6M
19 Fearnley Asset Management As 3.14% 95,840 $8.7M
20 Tejara Capital Ltd 3.06% 81,700 $7.5M
21 Core Capital Management & Research, inc. 2.84% 56,236 $5.4M
22 Pennant Select, LLC 2.82% 69,700 $6.4M
23 Dockside LLC 2.72% 127,698 $11.6M
24 Carlson Capital, L.P. 2.55% 138,214 $12.6M
25 SIR Capital Management, L.P. 2.45% 234,043 $21.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EXE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EXE?

Slight buying edge — 52% buying: Last quarter: 482 funds bought or added vs 439 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 — 58% AUM from top-100 funds: 69 of 846 holders are among the 100 largest funds by AUM, controlling 58% 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?

44% of holders stayed for 2+ years: 378 out of 851 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.

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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