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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
GMP
1
Great Mountain Partners
Connecticut
$964M – – –
Capital World Investors
2
Capital World Investors
California
$565M +$39.7M +1,152,125 +8%
FIG
3
Fortress Investment Group
New York
$506M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$320M +$395K +11,449 +0.1%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$257M +$18.2M +529,035 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$174M +$40.6M +1,176,170 +34%
Federated Hermes
7
Federated Hermes
Pennsylvania
$166M – – –
Morgan Stanley
8
Morgan Stanley
New York
$160M +$86.5M +2,508,129 +145%
ECA
9
Encompass Capital Advisors
New York
$140M -$3.2M -92,797 -2%
BlackRock
10
BlackRock
New York
$133M -$1.21M -35,159 -1%
Primecap Management
11
Primecap Management
California
$130M +$100M +2,911,800 +553%
Invesco
12
Invesco
Georgia
$127M -$2.3M -66,780 -2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$61.5M +$5.74M +166,405 +11%
HHAM
14
HITE Hedge Asset Management
Massachusetts
$59.5M -$42.4M -1,228,666 -44%
MGIM
15
M&G Investment Management
United Kingdom
$58.4M +$21.9M +634,851 +70%
ECP
16
Electron Capital Partners
New York
$49.9M +$3.93M +113,835 +9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$43.9M +$1.81M +52,574 +5%
State Street
18
State Street
Massachusetts
$42.2M +$3.05M +88,457 +9%
KA
19
Kailix Advisors
Florida
$40.5M -$4.81M -139,471 -12%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$38.6M +$6.18M +179,293 +21%
Barclays
21
Barclays
United Kingdom
$38.5M +$9.88M +286,647 +39%
Norges Bank
22
Norges Bank
Norway
$23.7M +$1.2M +34,880 +6%
Jane Street
23
Jane Street
New York
$23.5M +$17.8M +515,570 +484%
RA
24
RR Advisors
Texas
$21.9M -$448K -13,000 -2%
TCA
25
Tortoise Capital Advisors
Kansas
$21M – – –
1
2 3 4 5

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.