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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
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$1.2M +$189K +5,474 +21%
PI
102
PEAK6 Investments
Illinois
$1.19M +$769K +22,289 +239%
GCM
103
Graham Capital Management
Connecticut
$1.19M +$1.09M +31,483 New
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$1.17M +$2.97K +86 +0.3%
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$1.16M -$621 -18 -0.1%
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$1.08M +$9.65K +280 +1%
Pacer Advisors
107
Pacer Advisors
Pennsylvania
$1.03M -$115K -3,340 -11%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.02M +$25.6K +742 +3%
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$1.02M +$929K +26,942 New
GF
110
Gabelli Funds
New York
$981K -$966K -28,000 -52%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$925K +$42.2K +1,223 +5%
AC
112
AXQ Capital
New Jersey
$917K +$223K +6,474 +36%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$872K – – –
UWPG
114
Ullmann Wealth Partners Group
Florida
$872K – – –
BCM
115
Bayesian Capital Management
New York
$861K -$368K -10,674 -32%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$817K -$279K -8,089 -27%
Marshall Wace
117
Marshall Wace
United Kingdom
$815K +$745K +21,594 New
TCM
118
Tanaka Capital Management
New York
$814K +$744K +21,580 New
AllianceBernstein
119
AllianceBernstein
Tennessee
$813K -$575K -16,685 -44%
RJA
120
Raymond James & Associates
Florida
$771K -$264K -7,666 -27%
Group One Trading
121
Group One Trading
Illinois
$763K +$697K +20,211 New
HSBC Holdings
122
HSBC Holdings
United Kingdom
$761K +$693K +20,088 New
AWCI
123
Alpine Woods Capital Investors
New York
$755K +$207K +6,000 +43%
CMANY
124
Capital Management Associates (New York)
New York
$755K +$241K +7,000 +54%
UBS Group
125
UBS Group
Switzerland
$754K -$1.09M -31,750 -61%
3 4
5
6 7

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.