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National Fuel Gas

374 hedge funds and large institutions have $3.26B invested in National Fuel Gas in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $879K

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

4% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 113

1% more funds holding

Funds holding: 371374 (+3)

0.58% more ownership

Funds ownership: 73.99%74.57% (+0.58%)

9% less capital invested

Capital invested by funds: $3.56B → $3.26B (-$308M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
374
Holders Change
+3
Holders Change %
+0.81%
% of All Funds
8.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
56
Increased
117
Reduced
113
Closed
48
Calls
$4.47M
Puts
$879K
Net Calls
+$3.59M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$428M -$6.67M -121,633 -1%
BlackRock
2
BlackRock
New York
$404M +$20M +365,622 +5%
State Street
3
State Street
Massachusetts
$305M +$7.37M +134,507 +2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$291M -$12.3M -223,657 -4%
JP Morgan Chase
5
JP Morgan Chase
New York
$215M -$12.4M -225,910 -5%
GF
6
Gabelli Funds
New York
$172M -$2.62M -47,799 -1%
GI
7
GAMCO Investors
Connecticut
$127M -$7.28M -132,837 -5%
Invesco
8
Invesco
Georgia
$69.8M +$8.39M +153,044 +13%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$58.3M -$3.89M -70,981 -6%
Goldman Sachs
10
Goldman Sachs
New York
$54.8M -$2.15M -39,295 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$44.8M +$1.73M +31,628 +4%
Northern Trust
12
Northern Trust
Illinois
$42.8M +$348K +6,354 +0.8%
Norges Bank
13
Norges Bank
Norway
$42.2M
JIM
14
Jupiter Investment Management
United Kingdom
$32.4M +$28.9M +527,934 +505%
Bank of America
15
Bank of America
North Carolina
$31.7M +$49.9K +911 +0.1%
Charles Schwab
16
Charles Schwab
California
$27.9M +$96.4K +1,760 +0.3%
LSV Asset Management
17
LSV Asset Management
Illinois
$26.2M +$22.7M +413,759 +423%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$24.4M +$1.38M +25,135 +6%
RRAM
19
River Road Asset Management
Kentucky
$23.9M -$16.9M -308,404 -40%
CRCP
20
Copper Rock Capital Partners
Massachusetts
$22.5M +$534K +9,738 +2%
First Trust Advisors
21
First Trust Advisors
Illinois
$20.8M +$2.89M +52,689 +15%
PCMF
22
Private Capital Management (Florida)
Florida
$19.9M -$684K -12,481 -3%
Principal Financial Group
23
Principal Financial Group
Iowa
$19.4M -$385K -7,034 -2%
SBH
24
Segall Bryant & Hamill
Illinois
$18.5M +$2.27M +41,336 +13%
Victory Capital Management
25
Victory Capital Management
Texas
$18.4M +$974K +17,770 +5%

NFG Hedge Fund Activity: Q4 2018 in Review

374 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in National Fuel Gas (NFG) for Q4 2018, worth a combined $3.26B — down 8.6% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NFG positions and 48 closed out — a net gain of 8 holders — while 117 added to existing stakes and 113 trimmed.

The largest buyer was Jupiter Investment Management, adding an estimated $28.9M. The largest seller was Tortoise Capital Advisors, cutting an estimated $21.2M.

  • 374 institutional investors held National Fuel Gas (NFG) as of Q4 2018, up from 371 in Q3 2018.
  • Funds reported $3.26B of National Fuel Gas stock for Q4 2018, down 8.6% quarter-over-quarter.
  • 56 funds opened new National Fuel Gas positions in Q4 2018 and 48 closed out, a net change of +8 holders.
  • The largest National Fuel Gas buyer in Q4 2018 was Jupiter Investment Management, an estimated $28.9M added.
  • The largest National Fuel Gas seller in Q4 2018 was Tortoise Capital Advisors, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2018.