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New Fortress Energy
NFE

241 hedge funds and large institutions have $3.79B invested in New Fortress Energy in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 92 increasing their positions, 64 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 64

30% more capital invested

Capital invested by funds: $2.92B → $3.79B (+$874M)

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

3.39% more ownership

Funds ownership: 52.97% → 56.37% (+3.4%)

3% more funds holding

Funds holding: 235 → 241 (+6)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

23% less call options, than puts

Call options by funds: $30.2M | Put options by funds: $39.3M

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
51
Increased
92
Reduced
64
Closed
41
Calls
$30.2M
Puts
$39.3M
Net Calls
-$9.06M
Net Calls Change
-$27M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$89M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$73M
3
MGIM
M&G Investment Management
United Kingdom
+$26.5M
4
ECP
Electron Capital Partners
New York
+$24M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$19.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$36.1M
2
CC
Covalis Capital
United Kingdom
-$25M
3
Goldman Sachs
Goldman Sachs
New York
-$17.7M
4
CG
Covalis (Gibraltar)
Gibraltar
-$17.2M
5
Marshall Wace
Marshall Wace
United Kingdom
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
226
Capital Advisors Ltd
Ohio
$3K +$2.32K +79 New
HCP
227
Hexagon Capital Partners
Arkansas
$2.92K -$265 -9 -9%
TFA
228
Toth Financial Advisory
Virginia
$2.62K – – –
EWA
229
EverSource Wealth Advisors
Alabama
$2.52K +$1.15K +39 +103%
AA
230
AlphaMark Advisors
Kentucky
$2K – – –
BIA
231
Bell Investment Advisors
California
$1.8K -$529 -18 -25%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$1.48K +$382 +13 +41%
GWS
233
Glassman Wealth Services
Virginia
$1.02K +$911 +31 New
LC
234
Lindbrook Capital
California
$820 -$8.9K -303 -92%
JWA
235
JFS Wealth Advisors
Pennsylvania
$689 +$147 +5 +31%
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$656 +$588 +20 New
BAAM
237
Baker Avenue Asset Management
California
$492 +$441 +15 New
CWC
238
Carolinas Wealth Consulting
North Carolina
$447 +$441 +15 New
SIC
239
SJS Investment Consulting
Ohio
$230 +$88 +3 +75%
AF
240
Advisornet Financial
Minnesota
$229 – – –
VCM
241
Versant Capital Management
Arizona
$197 -$38.2K -1,300 -100%
TWP
242
TFO Wealth Partners
Ohio
$27 – – –
Millennium Management
243
Millennium Management
New York
– -$36.1M -1,346,417 Closed
CC
244
Covalis Capital
United Kingdom
– -$25M -932,567 Closed
CG
245
Covalis (Gibraltar)
Gibraltar
– -$17.2M -642,099 Closed
Marshall Wace
246
Marshall Wace
United Kingdom
– -$14.7M -549,353 Closed
IG
247
ING Group
Netherlands
– -$6.75M -252,000 Closed
HSBC Holdings
248
HSBC Holdings
United Kingdom
– -$6.02M -225,398 Closed
TC
249
TwinBeech Capital
New York
– -$4.81M -179,719 Closed
ECM
250
ExodusPoint Capital Management
New York
– -$2.89M -108,061 Closed
8 9
10
11 12

NFE Hedge Fund Activity: Q3 2023 in Review

241 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in New Fortress Energy (NFE) for Q3 2023, worth a combined $3.79B — up 30% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NFE positions and 41 closed out — a net gain of 10 holders — while 92 added to existing stakes and 64 trimmed.

The largest buyer was Capital World Investors, adding an estimated $89M. The largest seller was Millennium Management, exiting entirely with an estimated $36.1M sold.

  • 241 institutional investors held New Fortress Energy (NFE) as of Q3 2023, up from 235 in Q2 2023.
  • Funds reported $3.79B of New Fortress Energy stock for Q3 2023, up 30% quarter-over-quarter.
  • 51 funds opened new New Fortress Energy positions in Q3 2023 and 41 closed out, a net change of +10 holders.
  • The largest New Fortress Energy buyer in Q3 2023 was Capital World Investors, an estimated $89M added.
  • The largest New Fortress Energy seller in Q3 2023 was Millennium Management, an estimated $36.1M sold.

Based on aggregated 13F filings for Q3 2023.