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Cheniere Energy
CQP

158 hedge funds and large institutions have $10.6B invested in Cheniere Energy in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

5% more call options, than puts

Call options by funds: $4.69M | Put options by funds: $4.47M

0.2% less ownership

Funds ownership: 46.68% → 46.48% (-0.2%)

3% less funds holding

Funds holding: 163 → 158 (-5)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

18% less capital invested

Capital invested by funds: $13B → $10.6B (-$2.36B)

Holders
158
Holders Change
-5
Holders Change %
-3.07%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
17
Increased
49
Reduced
40
Closed
19
Calls
$4.69M
Puts
$4.47M
Net Calls
+$226K
Net Calls Change
-$5.25M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28.5M
2
ICA
Infrastructure Capital Advisors
New York
+$19.8M
3
HF
HRT Financial
New York
+$9.99M
4
Blackstone Inc
Blackstone Inc
New York
+$9.77M
5
Citadel Advisors
Citadel Advisors
Florida
+$6.54M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$120M
2
AA
ALPS Advisors
Colorado
-$59.7M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$58.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$10.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$5.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
76
U.S. Capital Wealth Advisors
Texas
$560K -$45.8K -897 -7%
AFG
77
Alterity Financial Group
Maine
$517K -$13.4K -263 -2%
BAM
78
Belpointe Asset Management
Nevada
$507K +$163K +3,187 +42%
AWM
79
Apollon Wealth Management
South Carolina
$486K +$212K +4,157 +68%
Mariner
80
Mariner
Kansas
$406K -$16.3K -319 -4%
WA
81
Wealthstar Advisors
Texas
$403K -$12.8K -251 -3%
AWS
82
Atria Wealth Solutions
New York
$372K +$16.1K +315 +4%
AAS
83
Avantax Advisory Services
Texas
$365K +$85.6K +1,675 +28%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$365K -$16.7K -327 -4%
NA
85
NewEdge Advisors
Louisiana
$354K -$7.15K -140 -2%
SWM
86
Spire Wealth Management
Virginia
$341K +$38.3K +750 +12%
CAM
87
Covenant Asset Management
New Jersey
$327K – – –
Cerity Partners
88
Cerity Partners
New York
$320K – – –
AP
89
Americana Partners
Texas
$318K – – –
BRWA
90
B. Riley Wealth Advisors
Florida
$314K +$19.6K +384 +6%
GIM
91
Groesbeck Investment Management
New Jersey
$305K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$298K – – –
V
93
ValueWorks
New York
$294K – – –
GCM
94
Greenland Capital Management
New York
$289K +$312K +6,100 New
SFG
95
StrategIQ Financial Group
Indiana
$280K – – –
HM
96
Heronetta Management
New York
$275K – – –
SC
97
Searle & Co
Connecticut
$274K – – –
Ameriprise
98
Ameriprise
Minnesota
$262K -$394K -7,702 -58%
SWA
99
Stratos Wealth Advisors
Ohio
$261K +$4.8K +94 +2%
EH
100
Equitable Holdings
New York
$256K -$3.73K -73 -1%
2 3
4
5 6

CQP Hedge Fund Activity: Q1 2023 in Review

158 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Cheniere Energy (CQP) for Q1 2023, worth a combined $10.6B — down 18% from $13B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CQP and 17 opened new positions — a net loss of 2 holders — while 40 trimmed existing stakes and 49 added.

The largest buyer was Morgan Stanley, adding an estimated $28.5M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $120M sold.

  • 158 institutional investors held Cheniere Energy (CQP) as of Q1 2023, down from 163 in Q4 2022.
  • Funds reported $10.6B of Cheniere Energy stock for Q1 2023, down 18% quarter-over-quarter.
  • 17 funds opened new Cheniere Energy positions in Q1 2023 and 19 closed out, a net change of -2 holders.
  • The largest Cheniere Energy buyer in Q1 2023 was Morgan Stanley, an estimated $28.5M added.
  • The largest Cheniere Energy seller in Q1 2023 was Arete Wealth Advisors, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2023.