Cheniere Energy
1,372 hedge funds and large institutions have $51.5B invested in Cheniere Energy in 2026 Q1 according to their latest regulatory filings, with 288 funds opening new positions, 491 increasing their positions, 458 reducing their positions, and 124 closing their positions.
132% more first-time investments, than exits
New positions opened: 288 | Existing positions closed: 124
40% more capital invested
Capital invested by funds: $36.9B → $51.5B (+$14.6B)
32% more funds holding in top 10
Funds holding in top 10: 28 → 37 (+9)
12% more funds holding
Funds holding: 1,227 → 1,372 (+145)
7% more repeat investments, than reductions
Existing positions increased: 491 | Existing positions reduced: 458
6% less call options, than puts
Call options by funds: $1.7B | Put options by funds: $1.81B
1.86% less ownership
Funds ownership: 88.15% → 86.29% (-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 |
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
1,372 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Cheniere Energy (LNG) for Q1 2026, worth a combined $51.5B — up 40% from $36.9B a quarter earlier.
Buyers outnumbered sellers: 288 funds opened new LNG positions and 124 closed out — a net gain of 164 holders — while 491 added to existing stakes and 458 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $425M. The largest seller was Blackstone Inc, cutting an estimated $464M.
- 1,372 institutional investors held Cheniere Energy (LNG) as of Q1 2026, up from 1,227 in Q4 2025.
- Funds reported $51.5B of Cheniere Energy stock for Q1 2026, up 40% quarter-over-quarter.
- 288 funds opened new Cheniere Energy positions in Q1 2026 and 124 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.