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Golar LNG

216 hedge funds and large institutions have $1.61B invested in Golar LNG in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 77 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $17.3M

0.06% more ownership

Funds ownership: 69.1%69.16% (+0.06%)

5% less capital invested

Capital invested by funds: $1.7B → $1.61B (-$83.1M)

3% less funds holding

Funds holding: 222216 (-6)

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

13% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 77

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
3.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
38
Increased
67
Reduced
77
Closed
43
Calls
$24.6M
Puts
$17.3M
Net Calls
+$7.27M
Net Calls Change
-$8.95M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$206M +$32.9M +1,468,900 +18%
RCMNY
2
Rubric Capital Management (New York)
New York
$140M +$2.64M +118,023 +2%
Millennium Management
3
Millennium Management
New York
$110M +$41.9M +1,871,249 +58%
BlackRock
4
BlackRock
New York
$108M -$2.46M -109,639 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$76.2M -$8.41M -375,354 -10%
Capital International Investors
6
Capital International Investors
California
$63M
PIP
7
Permian Investment Partners
Texas
$50.1M -$13.4M -600,000 -21%
BCC
8
Bain Capital Credit
Massachusetts
$43.9M
Goldman Sachs
9
Goldman Sachs
New York
$42.7M +$4.01K +179 +0%
PCM
10
Philosophy Capital Management
California
$39.8M +$5.51M +245,873 +15%
Morgan Stanley
11
Morgan Stanley
New York
$37.4M +$10.9M +488,502 +39%
State Street
12
State Street
Massachusetts
$37.1M +$1.74M +77,540 +5%
PA
13
Pinnacle Associates
New York
$33.8M -$862K -38,509 -2%
SAM
14
Steinberg Asset Management
New York
$31M
HP
15
Hound Partners
New York
$28.8M +$29.9M +1,335,196 New
Bank of America
16
Bank of America
North Carolina
$25.4M +$18.2M +811,817 +222%
Ameriprise
17
Ameriprise
Minnesota
$23.8M +$1.33M +59,328 +6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$22.9M +$1.13M +50,671 +5%
ACG
19
Aventail Capital Group
New York
$22.7M -$60.4M -2,696,034 -72%
Norges Bank
20
Norges Bank
Norway
$22.6M
HCM
21
Huber Capital Management
California
$19.9M -$1.65M -73,571 -7%
CCM
22
Cobalt Capital Management
New Jersey
$19M +$1.79M +80,000 +10%
Fidelity International
23
Fidelity International
Bermuda
$18.6M +$7.58M +338,609 +65%
American Century Companies
24
American Century Companies
Missouri
$18M -$9.75M -435,328 -34%
Northern Trust
25
Northern Trust
Illinois
$15.5M -$464K -20,699 -3%

GLNG Hedge Fund Activity: Q1 2023 in Review

216 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Golar LNG (GLNG) for Q1 2023, worth a combined $1.61B — down 4.9% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of GLNG and 38 opened new positions — a net loss of 5 holders — while 77 trimmed existing stakes and 67 added.

The largest buyer was Millennium Management, adding an estimated $41.9M. The largest seller was Aventail Capital Group, cutting an estimated $60.4M.

  • 216 institutional investors held Golar LNG (GLNG) as of Q1 2023, down from 222 in Q4 2022.
  • Funds reported $1.61B of Golar LNG stock for Q1 2023, down 4.9% quarter-over-quarter.
  • 38 funds opened new Golar LNG positions in Q1 2023 and 43 closed out, a net change of -5 holders.
  • The largest Golar LNG buyer in Q1 2023 was Millennium Management, an estimated $41.9M added.
  • The largest Golar LNG seller in Q1 2023 was Aventail Capital Group, an estimated $60.4M sold.

Based on aggregated 13F filings for Q1 2023.