Cheniere Energy
1,361 hedge funds and large institutions have $51.5B invested in Cheniere Energy in 2026 Q1 according to their latest regulatory filings, with 285 funds opening new positions, 486 increasing their positions, 455 reducing their positions, and 121 closing their positions.
136% more first-time investments, than exits
New positions opened: 285 | Existing positions closed: 121
39% more capital invested
Capital invested by funds: $36.9B → $51.5B (+$14.5B)
29% more funds holding in top 10
Funds holding in top 10: 28 → 36 (+8)
12% more funds holding
Funds holding: 1,219 → 1,361 (+142)
7% more repeat investments, than reductions
Existing positions increased: 486 | Existing positions reduced: 455
6% less call options, than puts
Call options by funds: $1.7B | Put options by funds: $1.81B
1.88% less ownership
Funds ownership: 88.16% → 86.28% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$425M |
| 2 |
Bank of New York Mellon
New York
|
+$329M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$181M |
| 4 |
Two Sigma Investments
New York
|
+$181M |
| 5 |
BlackRock
New York
|
+$171M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$464M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$320M |
| 3 |
Morgan Stanley
New York
|
-$301M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$261M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$190M |
LNG Hedge Fund Activity: Q1 2026 in Review
1,361 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Cheniere Energy (LNG) for Q1 2026, worth a combined $51.5B — up 39% from $36.9B a quarter earlier.
Buyers outnumbered sellers: 285 funds opened new LNG positions and 121 closed out — a net gain of 164 holders — while 486 added to existing stakes and 455 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $425M. The largest seller was Blackstone Inc, cutting an estimated $464M.
- 1,361 institutional investors held Cheniere Energy (LNG) as of Q1 2026, up from 1,219 in Q4 2025.
- Funds reported $51.5B of Cheniere Energy stock for Q1 2026, up 39% quarter-over-quarter.
- 285 funds opened new Cheniere Energy positions in Q1 2026 and 121 closed out, a net change of +164 holders.
- The largest Cheniere Energy buyer in Q1 2026 was T. Rowe Price Associates, an estimated $425M added.
- The largest Cheniere Energy seller in Q1 2026 was Blackstone Inc, an estimated $464M sold.
Based on aggregated 13F filings for Q1 2026.