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National Fuel Gas

426 hedge funds and large institutions have $3.48B invested in National Fuel Gas in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 160 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $3.12M | Put options by funds: $1.34M

0.88% more ownership

Funds ownership: 74.53%75.41% (+0.88%)

2% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 54

2% less capital invested

Capital invested by funds: $3.56B → $3.48B (-$85.8M)

1% less funds holding

Funds holding: 432426 (-6)

13% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 160

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
426
Holders Change
-6
Holders Change %
-1.39%
% of All Funds
6.21%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
53
Increased
139
Reduced
160
Closed
54
Calls
$3.12M
Puts
$1.34M
Net Calls
+$1.78M
Net Calls Change
+$555K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$663M +$948K +18,362 +0.1%
BlackRock
2
BlackRock
New York
$416M -$7.71M -149,363 -2%
State Street
3
State Street
Massachusetts
$209M -$7.27M -140,803 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$168M -$26.5M -514,403 -13%
EIP
5
Energy Income Partners
Connecticut
$127M -$3.12M -60,456 -2%
GF
6
Gabelli Funds
New York
$122M -$1.63M -31,623 -1%
Morgan Stanley
7
Morgan Stanley
New York
$113M +$60.3M +1,169,139 +108%
LSV Asset Management
8
LSV Asset Management
Illinois
$87.4M -$2.53M -49,100 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$76.9M +$3.04M +58,976 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$67.7M +$6.5M +125,921 +10%
GI
11
GAMCO Investors
Connecticut
$61.4M +$1.14M +22,088 +2%
Invesco
12
Invesco
Georgia
$58.7M +$1.1M +21,227 +2%
TSW
13
Thompson Siegel & Walmsley
Virginia
$52.3M +$10M +193,910 +23%
Norges Bank
14
Norges Bank
Norway
$49.8M +$1.48M +28,637 +3%
EIC
15
Equity Investment Corp
Georgia
$48.8M +$9.84M +190,714 +24%
Victory Capital Management
16
Victory Capital Management
Texas
$44.7M +$8.4M +162,805 +22%
Charles Schwab
17
Charles Schwab
California
$44.3M +$1.43M +27,621 +3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$44.3M +$1.63M +31,530 +4%
Millennium Management
19
Millennium Management
New York
$38.1M +$6.74M +130,691 +21%
Northern Trust
20
Northern Trust
Illinois
$37.5M +$6.43M +124,561 +20%
DZ Bank
21
DZ Bank
Germany
$29.6M +$10.3M +199,843 +51%
ProShare Advisors
22
ProShare Advisors
Maryland
$28.2M -$5.88M -113,946 -17%
First Trust Advisors
23
First Trust Advisors
Illinois
$27.6M +$2.83M +54,751 +11%
PFC
24
Poplar Forest Capital
California
$25.6M -$10.6M -204,872 -29%
AQR Capital Management
25
AQR Capital Management
Connecticut
$24.3M -$3.85M -74,606 -13%

NFG Hedge Fund Activity: Q4 2023 in Review

426 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Fuel Gas (NFG) for Q4 2023, worth a combined $3.48B — down 2.4% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of NFG and 53 opened new positions — a net loss of 1 holder — while 160 trimmed existing stakes and 139 added.

The largest buyer was Morgan Stanley, adding an estimated $60.3M. The largest seller was JP Morgan Chase, cutting an estimated $26.5M.

  • 426 institutional investors held National Fuel Gas (NFG) as of Q4 2023, down from 432 in Q3 2023.
  • Funds reported $3.48B of National Fuel Gas stock for Q4 2023, down 2.4% quarter-over-quarter.
  • 53 funds opened new National Fuel Gas positions in Q4 2023 and 54 closed out, a net change of -1 holder.
  • The largest National Fuel Gas buyer in Q4 2023 was Morgan Stanley, an estimated $60.3M added.
  • The largest National Fuel Gas seller in Q4 2023 was JP Morgan Chase, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2023.