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National Fuel Gas
NFG

426 hedge funds and large institutions have $3.48B invested in National Fuel Gas in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 160 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $3.12M | Put options by funds: $1.34M

0.88% more ownership

Funds ownership: 74.53% → 75.41% (+0.88%)

2% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 54

2% less capital invested

Capital invested by funds: $3.56B → $3.48B (-$85.8M)

1% less funds holding

Funds holding: 432 → 426 (-6)

13% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 160

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
426
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
6.21%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
53
Increased
139
Reduced
160
Closed
54
Calls
$3.12M
Puts
$1.34M
Net Calls
+$1.78M
Net Calls Change
+$555K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$60.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10.5M
3
DZ Bank
DZ Bank
Germany
+$10.3M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$10M
5
EIC
Equity Investment Corp
Georgia
+$9.84M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$26.5M
2
PFC
Poplar Forest Capital
California
-$10.6M
3
Goldman Sachs
Goldman Sachs
New York
-$9.18M
4
CF
Cantor Fitzgerald
New York
-$8.9M
5
BlackRock
BlackRock
New York
-$7.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
451
Dynamic Technology Lab
Singapore
– -$255K -4,910 Closed
William Blair & Company
452
William Blair & Company
Illinois
– -$238K -4,585 Closed
AWS
453
Atria Wealth Solutions
New York
– -$236K -4,541 Closed
LNWWM
454
Laird Norton Wetherby Wealth Management
California
– -$233K -4,482 Closed
CAM
455
Cresset Asset Management
Illinois
– -$234K -4,469 Closed
TIAA Trust, National Association
456
TIAA Trust, National Association
North Carolina
– -$232K -4,466 Closed
DFCM
457
Dark Forest Capital Management
Puerto Rico
– -$222K -4,281 Closed
CCIA
458
Campbell & Co Investment Adviser
Maryland
– -$222K -4,268 Closed
SCM
459
Shelton Capital Management
Colorado
– -$221K -4,264 Closed
STB
460
S&T Bank
Pennsylvania
– -$216K -4,158 Closed
CAM
461
Campion Asset Management
Virginia
– -$216K -4,155 Closed
D
462
Diversified
Delaware
– -$209K -4,021 Closed
CWS
463
Confluence Wealth Services
Pennsylvania
– -$206K -3,978 Closed
Los Angeles Capital Management
464
Los Angeles Capital Management
California
– -$206K -3,973 Closed
CNC
465
Citizens & Northern Corp
Pennsylvania
– -$204K -3,923 Closed
GT
466
Greenleaf Trust
Michigan
– -$203K -3,901 Closed
HA
467
Herold Advisors
New York
– -$202K -3,900 Closed
CMBA
468
C.M. Bidwell & Associates
Hawaii
– -$178K -3,436 Closed
ST
469
Smithfield Trust
Pennsylvania
– -$52K -1,000 Closed
AWA
470
Artemis Wealth Advisors
New York
– -$40.4K -779 Closed
SCA
471
Stonebridge Capital Advisors
Minnesota
– -$23.4K -450 Closed
CSPIA
472
Cary Street Partners Investment Advisory
Virginia
– -$22.8K -440 Closed
CCP
473
Carmel Capital Partners
California
– -$14.8K -285 Closed
CT
474
Clearstead Trust
Maine
– -$5.24K -101 Closed
MWM
475
Mascoma Wealth Management
New Hampshire
– -$3.94K -76 Closed
16 17 18
19
20

NFG Hedge Fund Activity: Q4 2023 in Review

426 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Fuel Gas (NFG) for Q4 2023, worth a combined $3.48B — down 2.4% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of NFG and 53 opened new positions — a net loss of 1 holder — while 160 trimmed existing stakes and 139 added.

The largest buyer was Morgan Stanley, adding an estimated $60.3M. The largest seller was JP Morgan Chase, cutting an estimated $26.5M.

  • 426 institutional investors held National Fuel Gas (NFG) as of Q4 2023, down from 432 in Q3 2023.
  • Funds reported $3.48B of National Fuel Gas stock for Q4 2023, down 2.4% quarter-over-quarter.
  • 53 funds opened new National Fuel Gas positions in Q4 2023 and 54 closed out, a net change of -1 holder.
  • The largest National Fuel Gas buyer in Q4 2023 was Morgan Stanley, an estimated $60.3M added.
  • The largest National Fuel Gas seller in Q4 2023 was JP Morgan Chase, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.