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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
Stifel Financial
151
Stifel Financial
Missouri
$344K -$1.11M -37,870 -78%
WSCM
152
Wellington Shields Capital Management
New York
$324K +$290K +9,875 New
CCP
153
Clough Capital Partners
Massachusetts
$323K +$290K +9,861 New
BPA
154
Beacon Pointe Advisors
California
$321K +$288K +9,803 New
Wolverine Trading
155
Wolverine Trading
Illinois
$317K +$284K +9,656 New
ACP
156
Aveo Capital Partners
Colorado
$310K -$1.18K -40 -0.4%
PI
157
PEAK6 Investments
Illinois
$306K +$274K +9,323 New
X
158
Xponance
Pennsylvania
$290K +$31.4K +1,070 +14%
TC
159
TownSquare Capital
Utah
$286K -$188K -6,390 -42%
DC
160
Diametric Capital
Massachusetts
$282K +$253K +8,597 New
HT
161
Headlands Technologies
Illinois
$281K +$93.6K +3,185 +59%
Principal Financial Group
162
Principal Financial Group
Iowa
$280K +$23.9K +814 +11%
Squarepoint
163
Squarepoint
New York
$279K -$2.02M -68,567 -89%
TI
164
Tidal Investments
Wisconsin
$278K +$16.4K +559 +7%
PRC
165
Pearl River Capital
Michigan
$276K -$625K -21,252 -72%
M&T Bank
166
M&T Bank
New York
$273K +$244K +8,304 New
NYLIM
167
New York Life Investment Management
New York
$260K +$233K +7,942 New
MFG
168
Midwest Financial Group
Kansas
$250K +$224K +7,627 New
GS
169
GTS Securities
New York
$248K +$222K +7,566 New
Osaic Holdings
170
Osaic Holdings
Arizona
$247K +$21.5K +730 +11%
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$246K +$220K +7,490 New
Pictet Asset Management
172
Pictet Asset Management
Switzerland
$245K +$220K +7,474 New
NAS
173
Nicolet Advisory Services
Wisconsin
$239K +$249K +8,488 New
NFC
174
Northeast Financial Consultants
Connecticut
$234K +$210K +7,143 New
Russell Investments Group
175
Russell Investments Group
United Kingdom
$234K -$236K -8,018 -53%
5 6
7
8 9

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.