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National Fuel Gas

344 hedge funds and large institutions have $3.7B invested in National Fuel Gas in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 102 increasing their positions, 131 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

41% more call options, than puts

Call options by funds: $16M | Put options by funds: $11.4M

5% more capital invested

Capital invested by funds: $3.52B → $3.7B (+$180M)

5% more funds holding

Funds holding: 328344 (+16)

0.69% more ownership

Funds ownership: 61.31%62% (+0.69%)

22% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 131

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
344
Holders Change
+16
Holders Change %
+4.88%
% of All Funds
9.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
41
Increased
102
Reduced
131
Closed
22
Calls
$16M
Puts
$11.4M
Net Calls
+$4.63M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$21.7M +$1.1M +15,853 +6%
RJA
27
Raymond James & Associates
Florida
$20.9M +$2.52M +36,332 +14%
GIA
28
Gateway Investment Advisers
Ohio
$18.7M -$32.9K -473 -0.2%
TA
29
Teachers Advisors
New York
$17.9M +$1.59M +22,864 +10%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$17.3M
BIM
31
BlackRock Investment Management
Delaware
$17M -$81.6K -1,174 -0.5%
BNP Paribas Asset Management
32
BNP Paribas Asset Management
France
$16.9M -$113K -1,626 -0.7%
NFA
33
Nationwide Fund Advisors
Ohio
$16.9M -$789K -11,350 -5%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$16.7M -$62.3K -896 -0.4%
U
35
UBS
Switzerland
$15M -$5.7M -82,068 -28%
Ameriprise
36
Ameriprise
Minnesota
$14.7M +$226K +3,257 +2%
Goldman Sachs
37
Goldman Sachs
New York
$14M +$3.23M +46,503 +31%
AIG
38
American International Group
New York
$12.6M -$433K -6,234 -3%
SC
39
Saturna Capital
Washington
$12.1M
MHI
40
Miller Howard Investments
New York
$12M -$186K -2,684 -2%
PCMF
41
Private Capital Management (Florida)
Florida
$11.4M -$12M -173,113 -52%
Bank of America
42
Bank of America
North Carolina
$10.6M +$3.26M +46,976 +46%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$9.85M
Luther King Capital Management (LKCM)
44
Luther King Capital Management (LKCM)
Texas
$9.71M -$1.52M -21,925 -14%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$9.51M +$62.5K +900 +0.7%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$9.46M +$5.38M +77,410 +141%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$9.14M -$223K -3,213 -2%
CEP
48
Chicago Equity Partners
Illinois
$8.99M -$957K -13,775 -10%
O
49
OppenheimerFunds
New York
$8.85M +$5.04M +72,544 +141%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$8.29M -$1.35M -19,427 -14%

NFG Hedge Fund Activity: Q4 2013 in Review

344 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in National Fuel Gas (NFG) for Q4 2013, worth a combined $3.7B — up 5.1% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NFG positions and 22 closed out — a net gain of 19 holders — while 102 added to existing stakes and 131 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.6M. The largest seller was State Street, cutting an estimated $65.6M.

  • 344 institutional investors held National Fuel Gas (NFG) as of Q4 2013, up from 328 in Q3 2013.
  • Funds reported $3.7B of National Fuel Gas stock for Q4 2013, up 5.1% quarter-over-quarter.
  • 41 funds opened new National Fuel Gas positions in Q4 2013 and 22 closed out, a net change of +19 holders.
  • The largest National Fuel Gas buyer in Q4 2013 was Fidelity Investments, an estimated $72.6M added.
  • The largest National Fuel Gas seller in Q4 2013 was State Street, an estimated $65.6M sold.

Based on aggregated 13F filings for Q4 2013.