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National Fuel Gas

340 hedge funds and large institutions have $3.33B invested in National Fuel Gas in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 125 increasing their positions, 112 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $2.73M

12% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 112

1.97% more ownership

Funds ownership: 63.69%65.67% (+2%)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 344340 (-4)

10% less capital invested

Capital invested by funds: $3.72B → $3.33B (-$386M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
340
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
9.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
30
Increased
125
Reduced
112
Closed
31
Calls
$10.7M
Puts
$2.73M
Net Calls
+$7.96M
Net Calls Change
+$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$346M +$12M +187,062 +3%
State Street
2
State Street
Massachusetts
$278M +$13.9M +216,287 +5%
GI
3
GAMCO Investors
Connecticut
$234M -$3.31M -51,447 -1%
GF
4
Gabelli Funds
New York
$228M -$1.25M -19,400 -0.5%
RRAM
5
River Road Asset Management
Kentucky
$163M +$1.9M +29,623 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$163M -$40.3M -627,198 -19%
BFA
7
BlackRock Fund Advisors
California
$157M -$949K -14,769 -0.6%
Aristotle Capital Management
8
Aristotle Capital Management
California
$154M +$95.8M +1,490,351 +140%
JP Morgan Chase
9
JP Morgan Chase
New York
$146M +$9.64M +150,054 +7%
BIT
10
BlackRock Institutional Trust
California
$145M +$8.56M +133,171 +6%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$87.6M -$10.4M -162,550 -10%
NI
12
Nuance Investments
Missouri
$84.3M +$23.9M +371,313 +36%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$58.1M +$2.46M +38,299 +4%
ICM
14
IronBridge Capital Management
Illinois
$47.3M -$817K -12,710 -2%
ACA
15
Anchor Capital Advisors
Massachusetts
$46.9M -$3.49M -54,346 -7%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$41.3M +$4.62M +71,831 +12%
Norges Bank
17
Norges Bank
Norway
$39.7M -$4.01M -62,420 -9%
Northern Trust
18
Northern Trust
Illinois
$39.6M +$722K +11,235 +2%
RJA
19
Raymond James & Associates
Florida
$32.9M +$2.44M +37,952 +7%
HAI
20
Hennessy Advisors Inc
California
$31.4M -$932K -14,500 -3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$28.2M +$2.15M +33,487 +8%
TCA
22
Tortoise Capital Advisors
Kansas
$27.9M +$1.12M +17,441 +4%
Wells Fargo
23
Wells Fargo
California
$26.1M +$1.3M +20,306 +5%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$22.8M +$4.07M +63,271 +20%
Morgan Stanley
25
Morgan Stanley
New York
$18.4M -$3.77M -58,685 -16%

NFG Hedge Fund Activity: Q1 2015 in Review

340 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in National Fuel Gas (NFG) for Q1 2015, worth a combined $3.33B — down 10% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NFG and 30 opened new positions — a net loss of 1 holder — while 112 trimmed existing stakes and 125 added.

The largest buyer was Aristotle Capital Management, adding an estimated $95.8M. The largest seller was Fidelity Investments, cutting an estimated $40.3M.

  • 340 institutional investors held National Fuel Gas (NFG) as of Q1 2015, down from 344 in Q4 2014.
  • Funds reported $3.33B of National Fuel Gas stock for Q1 2015, down 10% quarter-over-quarter.
  • 30 funds opened new National Fuel Gas positions in Q1 2015 and 31 closed out, a net change of -1 holder.
  • The largest National Fuel Gas buyer in Q1 2015 was Aristotle Capital Management, an estimated $95.8M added.
  • The largest National Fuel Gas seller in Q1 2015 was Fidelity Investments, an estimated $40.3M sold.

Based on aggregated 13F filings for Q1 2015.