We are live on ! Find out more
NFE icon

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
TCA
26
Tortoise Capital Advisors
Kansas
$18.3M – – –
Primecap Management
27
Primecap Management
California
$17.3M +$814K +27,700 +6%
Wells Fargo
28
Wells Fargo
California
$17M +$1.35M +45,931 +10%
HCM
29
Huber Capital Management
California
$15.7M -$1.38M -47,100 -9%
JP Morgan Chase
30
JP Morgan Chase
New York
$13.3M -$14.8K -502 -0.1%
Charles Schwab
31
Charles Schwab
California
$12.8M +$3.14M +106,794 +37%
UBS AM
32
UBS AM
Illinois
$11.9M -$6.53M -222,112 -38%
Jennison Associates
33
Jennison Associates
New York
$11.2M +$408K +13,895 +4%
Bank of America
34
Bank of America
North Carolina
$11.2M +$91.5K +3,112 +0.9%
Northern Trust
35
Northern Trust
Illinois
$10.9M +$1.43M +48,651 +17%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$10.9M -$2.75M -93,422 -22%
DPIM
37
Duff & Phelps Investment Management
Illinois
$10.4M – – –
CCM
38
Callodine Capital Management
Massachusetts
$10.4M +$2.68M +91,120 +40%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$9.88M +$3.64M +123,815 +70%
WMSA
40
Weiss Multi-Strategy Advisers
New York
$9.27M +$3.99M +135,674 +92%
AM
41
AGF Management
Ontario, Canada
$8.07M – – –
MS
42
Maven Securities
Jersey
$6.56M +$5.88M +200,000 New
Aberdeen Group
43
Aberdeen Group
United Kingdom
$6.15M -$4.09M -139,295 -43%
First Trust Advisors
44
First Trust Advisors
Illinois
$5.89M +$829K +28,214 +19%
N
45
Nuveen
North Carolina
$5.79M +$456K +15,509 +10%
NIM
46
NXG Investment Management
Texas
$5.42M -$1.18M -40,247 -20%
GLA
47
Great Lakes Advisors
Illinois
$5.32M +$4.77M +162,179 New
FIM
48
FWL Investment Management
Texas
$5.22M +$2.07M +70,289 +79%
Swiss National Bank
49
Swiss National Bank
Switzerland
$4.43M +$44.1K +1,500 +1%
Holocene Advisors
50
Holocene Advisors
New York
$4.37M +$733K +24,957 +23%
1
2
3 4 5

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.