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National Fuel Gas

354 hedge funds and large institutions have $3.01B invested in National Fuel Gas in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% less ownership

Funds ownership: 74.3%74.24% (-0.06%)

7% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 127

7% less funds holding

Funds holding: 379354 (-25)

11% less capital invested

Capital invested by funds: $3.38B → $3.01B (-$368M)

46% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 52

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

59% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $13.2M

Holders
354
Holders Change
-25
Holders Change %
-6.6%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
118
Reduced
127
Closed
52
Calls
$5.44M
Puts
$13.2M
Net Calls
-$7.74M
Net Calls Change
+$28.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$394M +$4.14M +85,315 +1%
BlackRock
2
BlackRock
New York
$379M -$8.04M -165,427 -2%
State Street
3
State Street
Massachusetts
$374M +$91.7M +1,887,837 +31%
JP Morgan Chase
4
JP Morgan Chase
New York
$209M +$9.25M +190,432 +4%
GF
5
Gabelli Funds
New York
$154M -$2.73M -56,100 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$148M +$14.7M +302,366 +11%
Invesco
7
Invesco
Georgia
$114M +$44M +905,945 +59%
GI
8
GAMCO Investors
Connecticut
$99.1M -$10.4M -213,510 -9%
First Trust Advisors
9
First Trust Advisors
Illinois
$63M +$31.2M +642,750 +92%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$54.1M +$560K +11,518 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$43.2M +$1.63M +33,474 +4%
Norges Bank
12
Norges Bank
Norway
$38.7M
Northern Trust
13
Northern Trust
Illinois
$38M -$1.83M -37,716 -4%
Goldman Sachs
14
Goldman Sachs
New York
$31.8M -$821K -16,898 -2%
Charles Schwab
15
Charles Schwab
California
$27.4M +$1.03M +21,107 +4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$25.7M +$3.85M +79,202 +17%
ORIO
17
Old Republic International (ORI)
Illinois
$25.2M +$8.74M +180,000 +50%
WG
18
Winton Group
United Kingdom
$25M +$5.71M +117,487 +28%
Aristotle Capital Management
19
Aristotle Capital Management
California
$23.8M -$111M -2,283,933 -82%
N
20
Nuveen
North Carolina
$20.7M +$8.09M +166,511 +61%
Man Group
21
Man Group
United Kingdom
$19.2M +$5.53M +113,817 +39%
Allianz Asset Management
22
Allianz Asset Management
Germany
$18.6M -$4.85M -99,933 -20%
Principal Financial Group
23
Principal Financial Group
Iowa
$17.6M -$296K -6,083 -2%
Bank of America
24
Bank of America
North Carolina
$17.1M -$16.1M -332,080 -48%
Citadel Advisors
25
Citadel Advisors
Florida
$16.9M +$9.24M +190,106 +112%

NFG Hedge Fund Activity: Q3 2019 in Review

354 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in National Fuel Gas (NFG) for Q3 2019, worth a combined $3.01B — down 11% from $3.38B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NFG and 28 opened new positions — a net loss of 24 holders — while 127 trimmed existing stakes and 118 added.

The largest buyer was State Street, adding an estimated $91.7M. The largest seller was Aristotle Capital Management, cutting an estimated $111M.

  • 354 institutional investors held National Fuel Gas (NFG) as of Q3 2019, down from 379 in Q2 2019.
  • Funds reported $3.01B of National Fuel Gas stock for Q3 2019, down 11% quarter-over-quarter.
  • 28 funds opened new National Fuel Gas positions in Q3 2019 and 52 closed out, a net change of -24 holders.
  • The largest National Fuel Gas buyer in Q3 2019 was State Street, an estimated $91.7M added.
  • The largest National Fuel Gas seller in Q3 2019 was Aristotle Capital Management, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2019.