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New Fortress Energy
NFE

250 hedge funds and large institutions have $4.61B invested in New Fortress Energy in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

33% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $18.3M

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

22% more capital invested

Capital invested by funds: $3.79B → $4.61B (+$823M)

15% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 82

4% more funds holding

Funds holding: 241 → 250 (+9)

3.27% more ownership

Funds ownership: 56.37% → 59.64% (+3.3%)

Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.64%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
40
Increased
94
Reduced
82
Closed
30
Calls
$24.4M
Puts
$18.3M
Net Calls
+$6.08M
Net Calls Change
+$15.1M

Top Buyers

1
Primecap Management
Primecap Management
California
+$100M
2
Morgan Stanley
Morgan Stanley
New York
+$86.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.6M
4
Capital World Investors
Capital World Investors
California
+$39.7M
5
MGIM
M&G Investment Management
United Kingdom
+$21.9M

Top Sellers

1
HHAM
HITE Hedge Asset Management
Massachusetts
-$42.4M
2
TC
Teilinger Capital
Texas
-$24.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$23.8M
4
PC
PointState Capital
New York
-$22.3M
5
CCM
Callodine Capital Management
Massachusetts
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$20.9M +$8.68M +251,699 +84%
Wells Fargo
27
Wells Fargo
California
$18.4M -$1.05M -30,424 -6%
Charles Schwab
28
Charles Schwab
California
$15.4M +$558K +16,172 +4%
HCM
29
Huber Capital Management
California
$15.3M -$2.47M -71,744 -15%
JP Morgan Chase
30
JP Morgan Chase
New York
$13.8M -$1.42M -41,257 -10%
Northern Trust
31
Northern Trust
Illinois
$13.2M +$557K +16,154 +5%
Jennison Associates
32
Jennison Associates
New York
$12.8M -$68.3K -1,980 -0.6%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$12.1M -$23.8M -691,482 -68%
DPIM
34
Duff & Phelps Investment Management
Illinois
$12M – – –
Bank of America
35
Bank of America
North Carolina
$12M -$801K -23,219 -7%
First Trust Advisors
36
First Trust Advisors
Illinois
$11.6M +$4.38M +127,146 +71%
TC
37
TwinBeech Capital
New York
$11.2M +$10.2M +295,572 New
AACA
38
American Assets Capital Advisers
California
$10.6M +$9.66M +280,135 New
AM
39
AGF Management
Ontario, Canada
$8.89M -$363K -10,541 -4%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$8.4M -$3.77M -109,312 -33%
WMSA
41
Weiss Multi-Strategy Advisers
New York
$8.08M -$2.37M -68,755 -24%
ACG
42
Aventail Capital Group
New York
$7.55M +$6.9M +200,000 New
ICA
43
Infrastructure Capital Advisors
New York
$7.12M +$2.12M +61,431 +48%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$7M -$73K -2,116 -1%
FIM
45
FWL Investment Management
Texas
$6.81M +$731K +21,199 +13%
LK
46
Lumbard & Kellner
New Hampshire
$6.48M +$2.34M +67,918 +65%
Millennium Management
47
Millennium Management
New York
$6.35M +$5.8M +168,305 New
N
48
Nuveen
North Carolina
$6.34M -$289K -8,392 -5%
Franklin Resources
49
Franklin Resources
California
$5.21M +$237K +6,871 +5%
ETC
50
Exchange Traded Concepts
Oklahoma
$4.91M +$204K +5,917 +5%
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NFE Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in New Fortress Energy (NFE) for Q4 2023, worth a combined $4.61B — up 22% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NFE positions and 30 closed out — a net gain of 10 holders — while 94 added to existing stakes and 82 trimmed.

The largest buyer was Primecap Management, adding an estimated $100M. The largest seller was HITE Hedge Asset Management, cutting an estimated $42.4M.

  • 250 institutional investors held New Fortress Energy (NFE) as of Q4 2023, up from 241 in Q3 2023.
  • Funds reported $4.61B of New Fortress Energy stock for Q4 2023, up 22% quarter-over-quarter.
  • 40 funds opened new New Fortress Energy positions in Q4 2023 and 30 closed out, a net change of +10 holders.
  • The largest New Fortress Energy buyer in Q4 2023 was Primecap Management, an estimated $100M added.
  • The largest New Fortress Energy seller in Q4 2023 was HITE Hedge Asset Management, an estimated $42.4M sold.

Based on aggregated 13F filings for Q4 2023.