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National Fuel Gas

363 hedge funds and large institutions have $3.14B invested in National Fuel Gas in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 114 increasing their positions, 120 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $947K

0.61% less ownership

Funds ownership: 71.85%71.23% (-0.61%)

5% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 120

4% less funds holding

Funds holding: 379363 (-16)

7% less capital invested

Capital invested by funds: $3.37B → $3.14B (-$230M)

20% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 55

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
363
Holders Change
-16
Holders Change %
-4.22%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
44
Increased
114
Reduced
120
Closed
55
Calls
$2.15M
Puts
$947K
Net Calls
+$1.2M
Net Calls Change
-$972K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$415M -$8.39M -160,593 -2%
BlackRock
2
BlackRock
New York
$369M -$691K -13,217 -0.2%
State Street
3
State Street
Massachusetts
$281M -$1.62M -30,988 -0.6%
Aristotle Capital Management
4
Aristotle Capital Management
California
$277M +$22.4M +427,852 +9%
JP Morgan Chase
5
JP Morgan Chase
New York
$221M -$5.36M -102,475 -2%
GF
6
Gabelli Funds
New York
$177M +$3.41M +65,200 +2%
GI
7
GAMCO Investors
Connecticut
$144M -$4.93M -94,284 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$65.7M +$355K +6,788 +0.5%
RRAM
9
River Road Asset Management
Kentucky
$62.4M -$24.9M -476,564 -28%
Invesco
10
Invesco
Georgia
$55.7M +$15.5M +296,260 +38%
Goldman Sachs
11
Goldman Sachs
New York
$43.6M +$3.82M +73,146 +9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$42.3M +$2.38M +45,514 +6%
Wells Fargo
13
Wells Fargo
California
$39M +$22.8M +435,872 +136%
Northern Trust
14
Northern Trust
Illinois
$36.3M +$2.59M +49,505 +8%
Norges Bank
15
Norges Bank
Norway
$34.3M +$512K +9,800 +1%
RJA
16
Raymond James & Associates
Florida
$34.1M -$7.4M -141,549 -18%
Prudential Financial
17
Prudential Financial
New Jersey
$27.5M +$15M +287,390 +116%
AAMU
18
Amundi Asset Management US
Massachusetts
$27.5M +$2.77M +52,905 +11%
Allianz Asset Management
19
Allianz Asset Management
Germany
$26.6M -$9.62M -184,071 -26%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$22.4M +$337K +6,444 +2%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$20.5M +$669K +12,800 +3%
PCMF
22
Private Capital Management (Florida)
Florida
$20.2M -$489K -9,356 -2%
Bank of America
23
Bank of America
North Carolina
$19.4M +$396K +7,571 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$19.4M +$700K +13,384 +4%
Charles Schwab
25
Charles Schwab
California
$19.1M +$2.62M +50,166 +16%

NFG Hedge Fund Activity: Q1 2018 in Review

363 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in National Fuel Gas (NFG) for Q1 2018, worth a combined $3.14B — down 6.8% from $3.37B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of NFG and 44 opened new positions — a net loss of 11 holders — while 120 trimmed existing stakes and 114 added.

The largest buyer was Wells Fargo, adding an estimated $22.8M. The largest seller was River Road Asset Management, cutting an estimated $24.9M.

  • 363 institutional investors held National Fuel Gas (NFG) as of Q1 2018, down from 379 in Q4 2017.
  • Funds reported $3.14B of National Fuel Gas stock for Q1 2018, down 6.8% quarter-over-quarter.
  • 44 funds opened new National Fuel Gas positions in Q1 2018 and 55 closed out, a net change of -11 holders.
  • The largest National Fuel Gas buyer in Q1 2018 was Wells Fargo, an estimated $22.8M added.
  • The largest National Fuel Gas seller in Q1 2018 was River Road Asset Management, an estimated $24.9M sold.

Based on aggregated 13F filings for Q1 2018.