We are live on ! Find out more
NFE icon

New Fortress Energy

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: 911 (+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: 241250 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
201
Bartlett & Co Wealth Management
Ohio
$68.9K
PA
202
Parallel Advisors
California
$64.6K +$1.9K +55 +3%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$60K -$18.2K -527 -25%
CM
204
Castleark Management
Illinois
$55.3K
Comerica Bank
205
Comerica Bank
Texas
$55.2K -$46.2K -1,341 -48%
MA
206
Montag & Associates
Georgia
$49K
BCV
207
Banque Cantonale Vaudoise
Switzerland
$49K
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$41.5K
AIG
209
American International Group
New York
$41.4K -$1K -29 -3%
KBC Group
210
KBC Group
Belgium
$39K
CWM
211
Compass Wealth Management
Connecticut
$37.7K
US Bancorp
212
US Bancorp
Minnesota
$32.9K -$9.52K -276 -24%
S
213
SignatureFD
Georgia
$32.2K -$1.45K -42 -5%
HI
214
Harbour Investments
Wisconsin
$31.5K
NFSG
215
Newbridge Financial Services Group
Florida
$18.9K
HCP
216
Hexagon Capital Partners
Arkansas
$16.9K +$12.4K +359 +403%
VNA
217
Valley National Advisers
Pennsylvania
$13K +$517 +15 +4%
OLVIG
218
Oliver Lagore Vanvalin Investment Group
Michigan
$11.4K +$34 +1 +0.3%
C
219
Covestor
United Kingdom
$11K -$52.1K -1,512 -84%
Loomis, Sayles & Company
220
Loomis, Sayles & Company
Massachusetts
$9K -$1.14K -33 -12%
GI
221
GAMMA Investing
California
$8.21K +$8.52K +247 New
BFEC
222
Benjamin F. Edwards & Company
Missouri
$8K +$7.21K +209 New
FFA
223
Farther Finance Advisors
California
$7.39K +$6.76K +196 New
AF
224
Allworth Financial
California
$6.91K +$1.69K +49 +37%
SC
225
Stephens Consulting
Michigan
$6.6K

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.