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National Fuel Gas

359 hedge funds and large institutions have $4.29B invested in National Fuel Gas in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 122 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $5.88M

13% more capital invested

Capital invested by funds: $3.8B → $4.29B (+$493M)

0.39% more ownership

Funds ownership: 64.91%65.3% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 122

3% less funds holding

Funds holding: 369359 (-10)

22% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 37

Holders
359
Holders Change
-10
Holders Change %
-2.71%
% of All Funds
10.32%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
29
Increased
118
Reduced
122
Closed
37
Calls
$17.9M
Puts
$5.88M
Net Calls
+$12.1M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$412M +$12.1M +163,638 +3%
State Street
2
State Street
Massachusetts
$326M +$4.47M +60,628 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$298M +$6.68M +90,558 +2%
GF
4
Gabelli Funds
New York
$296M -$1.6M -21,700 -0.6%
GI
5
GAMCO Investors
Connecticut
$293M -$302K -4,094 -0.1%
BFA
6
BlackRock Fund Advisors
California
$196M +$24.9M +338,299 +16%
RRAM
7
River Road Asset Management
Kentucky
$192M -$60.1M -814,626 -25%
BIT
8
BlackRock Institutional Trust
California
$178M +$5.18M +70,249 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$169M -$10.8M -146,547 -6%
Norges Bank
10
Norges Bank
Norway
$138M +$61.9M +840,078 +91%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$125M -$3.43M -46,590 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$80.1M +$10.4M +141,164 +16%
ICM
13
IronBridge Capital Management
Illinois
$74.3M +$3.98M +54,040 +6%
ACA
14
Anchor Capital Advisors
Massachusetts
$73.1M -$2.88M -39,130 -4%
Principal Financial Group
15
Principal Financial Group
Iowa
$66.7M +$1.12M +15,162 +2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$53.6M +$903K +12,246 +2%
TCA
17
Tortoise Capital Advisors
Kansas
$53.2M +$7.21M +97,853 +17%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$52.4M -$592K -8,025 -1%
Northern Trust
19
Northern Trust
Illinois
$51.8M +$2.24M +30,428 +5%
HAI
20
Hennessy Advisors Inc
California
$36.7M +$1.18M +16,000 +4%
Wells Fargo
21
Wells Fargo
California
$36.1M +$2.09M +28,328 +7%
KACA
22
Kayne Anderson Capital Advisors
California
$35.8M -$1.1M -14,900 -3%
Morgan Stanley
23
Morgan Stanley
New York
$34.1M +$4.29M +58,155 +15%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$33.8M +$945K +12,824 +3%
RJA
25
Raymond James & Associates
Florida
$29M +$1.45M +19,675 +6%

NFG Hedge Fund Activity: Q2 2014 in Review

359 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in National Fuel Gas (NFG) for Q2 2014, worth a combined $4.29B — up 13% from $3.8B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NFG and 29 opened new positions — a net loss of 8 holders — while 122 trimmed existing stakes and 118 added.

The largest buyer was Norges Bank, adding an estimated $61.9M. The largest seller was River Road Asset Management, cutting an estimated $60.1M.

  • 359 institutional investors held National Fuel Gas (NFG) as of Q2 2014, down from 369 in Q1 2014.
  • Funds reported $4.29B of National Fuel Gas stock for Q2 2014, up 13% quarter-over-quarter.
  • 29 funds opened new National Fuel Gas positions in Q2 2014 and 37 closed out, a net change of -8 holders.
  • The largest National Fuel Gas buyer in Q2 2014 was Norges Bank, an estimated $61.9M added.
  • The largest National Fuel Gas seller in Q2 2014 was River Road Asset Management, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2014.