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Cheniere Energy

757 hedge funds and large institutions have $29.4B invested in Cheniere Energy in 2022 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 275 increasing their positions, 231 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 56

39% more capital invested

Capital invested by funds: $21.2B → $29.4B (+$8.21B)

34% more call options, than puts

Call options by funds: $291M | Put options by funds: $218M

19% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 231

15% more funds holding

Funds holding: 657757 (+100)

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

2.27% less ownership

Funds ownership: 86.16%83.89% (-2.3%)

Holders
757
Holders Change
+100
Holders Change %
+15.22%
% of All Funds
11.94%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.62%
New
164
Increased
275
Reduced
231
Closed
56
Calls
$291M
Puts
$218M
Net Calls
+$73.6M
Net Calls Change
+$36.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.96B +$27.1M +223,024 +1%
BlackRock
2
BlackRock
New York
$2.47B +$50.3M +413,932 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.55B +$258M +2,121,230 +23%
IC
4
Icahn Carl
Florida
$1.35B -$783M -6,446,014 -40%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.09B -$116M -958,571 -11%
Blackstone Inc
6
Blackstone Inc
New York
$1.02B -$547M -4,502,807 -38%
State Street
7
State Street
Massachusetts
$961M +$101M +830,898 +14%
Deutsche Bank
8
Deutsche Bank
Germany
$780M -$61.8M -508,553 -8%
American Century Companies
9
American Century Companies
Missouri
$771M -$13.1M -107,844 -2%
TCA
10
Tortoise Capital Advisors
Kansas
$635M -$28.7M -236,512 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$475M +$246M +2,027,899 +145%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$454M +$30.5M +250,929 +8%
Invesco
13
Invesco
Georgia
$437M +$129M +1,063,577 +51%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$424M +$1.26M +10,353 +0.3%
Capital World Investors
15
Capital World Investors
California
$392M +$343M +2,824,751 New
N
16
Nuveen
North Carolina
$334M +$24.8M +203,876 +9%
Goldman Sachs
17
Goldman Sachs
New York
$331M +$532K +4,381 +0.2%
SCM
18
Steadfast Capital Management
New York
$325M +$128M +1,055,308 +82%
Fidelity International
19
Fidelity International
Bermuda
$317M +$152M +1,253,668 +122%
AII
20
AGF Investments Inc
Ontario, Canada
$306M +$13.7M +113,055 +5%
Morgan Stanley
21
Morgan Stanley
New York
$305M +$48.6M +399,714 +22%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$293M +$181M +1,489,799 +239%
Jennison Associates
23
Jennison Associates
New York
$290M -$21.5M -176,584 -8%
Legal & General Group
24
Legal & General Group
United Kingdom
$279M +$29.3M +240,873 +14%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$270M -$33.4M -274,650 -12%

LNG Hedge Fund Activity: Q1 2022 in Review

757 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cheniere Energy (LNG) for Q1 2022, worth a combined $29.4B — up 39% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new LNG positions and 56 closed out — a net gain of 108 holders — while 275 added to existing stakes and 231 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $343M. The largest seller was Icahn Carl, cutting an estimated $783M.

  • 757 institutional investors held Cheniere Energy (LNG) as of Q1 2022, up from 657 in Q4 2021.
  • Funds reported $29.4B of Cheniere Energy stock for Q1 2022, up 39% quarter-over-quarter.
  • 164 funds opened new Cheniere Energy positions in Q1 2022 and 56 closed out, a net change of +108 holders.
  • The largest Cheniere Energy buyer in Q1 2022 was Capital World Investors, an estimated $343M added.
  • The largest Cheniere Energy seller in Q1 2022 was Icahn Carl, an estimated $783M sold.

Based on aggregated 13F filings for Q1 2022.