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Cheniere Energy

86 hedge funds and large institutions have $580M invested in Cheniere Energy in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $6.97M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

1.64% more ownership

Funds ownership: 29.25%30.89% (+1.6%)

3% more capital invested

Capital invested by funds: $563M → $580M (+$17.7M)

3% less funds holding

Funds holding: 8986 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
7
Increased
33
Reduced
25
Closed
9
Calls
$39.5M
Puts
$6.97M
Net Calls
+$32.5M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$88.7M -$12.8M -390,933 -13%
Blackstone Inc
2
Blackstone Inc
New York
$71.1M
U
3
UBS
Switzerland
$65.8M +$33.1M +1,015,226 +102%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$35.8M +$2.68M +82,150 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$32.7M
CS
6
Credit Suisse
Switzerland
$28.9M -$5.19M -159,067 -15%
Goldman Sachs
7
Goldman Sachs
New York
$28.2M +$559K +17,139 +2%
Deutsche Bank
8
Deutsche Bank
Germany
$26.6M +$19.2M +589,710 +264%
RC
9
RRJ Capital
Cayman Islands
$20.9M
Cohen & Steers
10
Cohen & Steers
New York
$20.9M +$5.12K +157 +0%
TAM
11
TPH Asset Management
Texas
$16.9M +$19.6M +601,381 +4,805%
IG
12
ING Group
Netherlands
$16M -$6.85M -210,000 -30%
KCM
13
Kingdon Capital Management
New York
$11.4M -$4.85M -148,500 -51%
JP Morgan Chase
14
JP Morgan Chase
New York
$9.46M -$6.91M -211,748 -42%
YCM
15
Yorkville Capital Management
New York
$9.1M +$189K +5,790 +2%
NIM
16
NXG Investment Management
Texas
$7.92M
FCIM
17
Fairview Capital Investment Management
California
$7.51M +$1.47M +45,150 +24%
ClearBridge Investments
18
ClearBridge Investments
New York
$6.76M
RIM
19
Ranger International Management
Illinois
$6.39M +$888K +27,200 +16%
FAM
20
Fred Alger Management
New York
$5.86M +$5.85M +179,174 New
Bank of America
21
Bank of America
North Carolina
$5.77M +$832K +25,507 +17%
Millennium Management
22
Millennium Management
New York
$5.46M -$2.67M -81,700 -33%
ACH
23
ArrowMark Colorado Holdings
Colorado
$4.16M
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$3.61M +$2.46M +75,300 +215%
ERSOT
25
Employees Retirement System of Texas
Texas
$3.6M +$1.14M +35,000 +47%

CQP Hedge Fund Activity: Q3 2014 in Review

86 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Cheniere Energy (CQP) for Q3 2014, worth a combined $580M — up 3.1% from $563M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CQP and 7 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 33 added.

The largest buyer was UBS, adding an estimated $33.1M. The largest seller was Morgan Stanley, cutting an estimated $12.8M.

  • 86 institutional investors held Cheniere Energy (CQP) as of Q3 2014, down from 89 in Q2 2014.
  • Funds reported $580M of Cheniere Energy stock for Q3 2014, up 3.1% quarter-over-quarter.
  • 7 funds opened new Cheniere Energy positions in Q3 2014 and 9 closed out, a net change of -2 holders.
  • The largest Cheniere Energy buyer in Q3 2014 was UBS, an estimated $33.1M added.
  • The largest Cheniere Energy seller in Q3 2014 was Morgan Stanley, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2014.