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National Fuel Gas

314 hedge funds and large institutions have $2.79B invested in National Fuel Gas in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 90 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $2.01M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 90

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

2% less funds holding

Funds holding: 319314 (-5)

3.94% less ownership

Funds ownership: 70.47%66.52% (-3.9%)

46% less capital invested

Capital invested by funds: $5.15B → $2.79B (-$2.35B)

Holders
314
Holders Change
-5
Holders Change %
-1.57%
% of All Funds
8.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
46
Increased
113
Reduced
90
Closed
49
Calls
$3.54M
Puts
$2.01M
Net Calls
+$1.54M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
176
HSBC Holdings
United Kingdom
$483K +$8.98K +195 +2%
AB
177
Amalgamated Bank
New York
$470K +$2.67K +58 +0.6%
DTL
178
Dynamic Technology Lab
Singapore
$462K +$425K +9,230 New
MAM
179
Meeder Asset Management
Ohio
$451K -$39K -848 -9%
ANI
180
American National Insurance
Texas
$450K
ISL
181
Ingalls & Snyder LLC
New York
$445K
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$442K +$103K +2,246 +34%
AW
183
Alpha Windward
Massachusetts
$432K -$35.9K -780 -8%
IRF
184
IBM Retirement Fund
New York
$426K -$506K -10,996 -56%
LPL Financial
185
LPL Financial
California
$413K -$267K -5,800 -40%
Canada Life
186
Canada Life
Manitoba, Canada
$405K
SCM
187
Shelton Capital Management
Colorado
$404K
BOH
188
Bank of Hawaii
Hawaii
$400K
Citigroup
189
Citigroup
New York
$380K -$2.33M -50,586 -87%
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$352K +$34.6K +751 +12%
CAM
191
Capstone Asset Management
Texas
$351K -$33.6K -730 -9%
WSCM
192
Wellington Shields Capital Management
New York
$350K
VIA
193
Vantage Investment Advisors
Pennsylvania
$340K -$2.21K -48 -0.7%
CAM
194
Columbia Asset Management
Michigan
$336K +$3.68K +80 +2%
HAIM
195
Hunter Associates Investment Management
Pennsylvania
$335K +$39.1K +850 +15%
GCIA
196
Gabelli & Co Investment Advisers
New York
$325K -$92.1K -2,000 -24%
RA
197
Rational Advisors
New York
$325K +$299K +6,500 New
CPIG
198
Chicago Partners Investment Group
Illinois
$324K
MAM
199
Martingale Asset Management
Massachusetts
$316K +$291K +6,313 New
ClearBridge Investments
200
ClearBridge Investments
New York
$310K

NFG Hedge Fund Activity: Q1 2016 in Review

314 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in National Fuel Gas (NFG) for Q1 2016, worth a combined $2.79B — down 46% from $5.15B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of NFG and 46 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 113 added.

The largest buyer was JP Morgan Chase, adding an estimated $32.5M. The largest seller was Soroban Capital Partners, exiting entirely with an estimated $96M sold.

  • 314 institutional investors held National Fuel Gas (NFG) as of Q1 2016, down from 319 in Q4 2015.
  • Funds reported $2.79B of National Fuel Gas stock for Q1 2016, down 46% quarter-over-quarter.
  • 46 funds opened new National Fuel Gas positions in Q1 2016 and 49 closed out, a net change of -3 holders.
  • The largest National Fuel Gas buyer in Q1 2016 was JP Morgan Chase, an estimated $32.5M added.
  • The largest National Fuel Gas seller in Q1 2016 was Soroban Capital Partners, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2016.