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Golar LNG

143 hedge funds and large institutions have $434M invested in Golar LNG in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 54 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1% less funds holding

Funds holding: 145143 (-2)

2.91% less ownership

Funds ownership: 64.15%61.23% (-2.9%)

12% less capital invested

Capital invested by funds: $494M → $434M (-$60.5M)

47% less call options, than puts

Call options by funds: $17.6M | Put options by funds: $33M

48% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 54

Holders
143
Holders Change
-2
Holders Change %
-1.38%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
28
Reduced
54
Closed
27
Calls
$17.6M
Puts
$33M
Net Calls
-$15.4M
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$80.9M -$3.79K -547 -0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.6M -$17.6M -2,541,446 -27%
BlackRock
3
BlackRock
New York
$34M -$2.18M -313,625 -6%
BAMCO Inc
4
BAMCO Inc
New York
$23.6M +$4.74M +682,968 +27%
LCG
5
Luxor Capital Group
New York
$21.1M -$11.6M -1,674,010 -37%
ECP
6
Electron Capital Partners
New York
$20.6M +$19.8M +2,852,198 New
Morgan Stanley
7
Morgan Stanley
New York
$20M +$2.41M +347,195 +14%
Goldman Sachs
8
Goldman Sachs
New York
$19.1M +$256K +36,947 +1%
BCC
9
Bain Capital Credit
Massachusetts
$18.6M
SW
10
SVB Wealth
Massachusetts
$17.4M
State Street
11
State Street
Massachusetts
$12.5M -$54.6K -7,867 -0.5%
SAM
12
Steinberg Asset Management
New York
$8.9M -$4.65M -669,776 -35%
HCM
13
Huber Capital Management
California
$8.59M +$405K +58,451 +5%
DPIM
14
Duff & Phelps Investment Management
Illinois
$8.54M -$1.18M -170,380 -13%
Northern Trust
15
Northern Trust
Illinois
$7.05M +$55.9K +8,053 +0.8%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$5.63M +$5.4M +778,258 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$4.73M +$176K +25,331 +4%
Millennium Management
18
Millennium Management
New York
$3.96M -$912K -131,470 -19%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.64M +$315K +45,358 +10%
JGC
20
J. Goldman & Co
New York
$3.34M +$3.2M +461,065 New
N
21
Nuveen
North Carolina
$3.14M +$138K +19,925 +5%
Barclays
22
Barclays
United Kingdom
$3.1M -$1.31M -188,225 -31%
Norges Bank
23
Norges Bank
Norway
$3.04M
BFO
24
Boston Family Office
Massachusetts
$2.8M +$1.04M +150,468 +64%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$2.6M +$2.49M +358,825 New

GLNG Hedge Fund Activity: Q2 2020 in Review

143 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Golar LNG (GLNG) for Q2 2020, worth a combined $434M — down 12% from $494M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of GLNG and 26 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 28 added.

The largest buyer was Electron Capital Partners, opening a new position worth an estimated $19.8M. The largest seller was Fidelity Investments, cutting an estimated $17.6M.

  • 143 institutional investors held Golar LNG (GLNG) as of Q2 2020, down from 145 in Q1 2020.
  • Funds reported $434M of Golar LNG stock for Q2 2020, down 12% quarter-over-quarter.
  • 26 funds opened new Golar LNG positions in Q2 2020 and 27 closed out, a net change of -1 holder.
  • The largest Golar LNG buyer in Q2 2020 was Electron Capital Partners, an estimated $19.8M added.
  • The largest Golar LNG seller in Q2 2020 was Fidelity Investments, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2020.