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Golar LNG

220 hedge funds and large institutions have $2.22B invested in Golar LNG in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $155M | Put options by funds: $40.6M

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

4% less funds holding

Funds holding: 229220 (-9)

4.56% less ownership

Funds ownership: 83.71%79.15% (-4.6%)

11% less capital invested

Capital invested by funds: $2.49B → $2.22B (-$269M)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

Holders
220
Holders Change
-9
Holders Change %
-3.93%
% of All Funds
5.03%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.23%
New
27
Increased
84
Reduced
59
Closed
36
Calls
$155M
Puts
$40.6M
Net Calls
+$114M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M -$27M -1,018,898 -10%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$171M -$4.76M -179,827 -3%
OAG
3
Orbis Allan Gray
Bermuda
$163M +$11.3M +427,209 +8%
BlackRock
4
BlackRock
New York
$126M +$2.21M +83,274 +2%
Goldman Sachs
5
Goldman Sachs
New York
$108M +$7.18M +270,971 +8%
Morgan Stanley
6
Morgan Stanley
New York
$92.2M -$2.72M -102,630 -3%
Capital World Investors
7
Capital World Investors
California
$85.8M +$81.7M +3,085,600 New
SW
8
SVB Wealth
Massachusetts
$69.5M
AIM
9
Assured Investment Management
New York
$57.8M +$13.7M +515,701 +33%
PC
10
Pelham Capital
United Kingdom
$50.9M
LCG
11
Luxor Capital Group
New York
$48.8M -$10.9M -411,961 -19%
SAM
12
Steinberg Asset Management
New York
$48.2M -$1.31M -49,352 -3%
State Street
13
State Street
Massachusetts
$44.4M +$1.3M +49,198 +3%
TCM
14
Trafelet Capital Management
New York
$34.9M +$2.34M +88,400 +8%
Victory Capital Management
15
Victory Capital Management
Texas
$34.8M +$406K +15,314 +1%
CC
16
Carlson Capital
Texas
$32.7M +$23.6M +889,965 +312%
AC
17
Ascend Capital
California
$31M -$4.57M -172,667 -13%
CGT
18
Capital Guardian Trust
California
$30M +$143K +5,400 +0.5%
PWPCM
19
Perella Weinberg Partners Capital Management
New York
$28.3M -$10.2M -386,058 -28%
Northern Trust
20
Northern Trust
Illinois
$26.2M +$628K +23,704 +3%
Bank of America
21
Bank of America
North Carolina
$25.2M -$968K -36,560 -4%
Citadel Advisors
22
Citadel Advisors
Florida
$23.8M -$45.4M -1,712,486 -67%
HCM
23
Huber Capital Management
California
$21.7M -$2.33M -88,109 -10%
Capital Research Global Investors
24
Capital Research Global Investors
California
$19.5M -$148M -5,596,976 -89%
CC
25
Carrhae Capital
United Kingdom
$19.1M +$4.21M +158,920 +30%

GLNG Hedge Fund Activity: Q3 2018 in Review

220 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Golar LNG (GLNG) for Q3 2018, worth a combined $2.22B — down 11% from $2.49B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of GLNG and 27 opened new positions — a net loss of 9 holders — while 59 trimmed existing stakes and 84 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $81.7M. The largest seller was Capital Research Global Investors, cutting an estimated $148M.

  • 220 institutional investors held Golar LNG (GLNG) as of Q3 2018, down from 229 in Q2 2018.
  • Funds reported $2.22B of Golar LNG stock for Q3 2018, down 11% quarter-over-quarter.
  • 27 funds opened new Golar LNG positions in Q3 2018 and 36 closed out, a net change of -9 holders.
  • The largest Golar LNG buyer in Q3 2018 was Capital World Investors, an estimated $81.7M added.
  • The largest Golar LNG seller in Q3 2018 was Capital Research Global Investors, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2018.