Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEW FORTRESS ENERGY INC (NFE)

197 + Investors. Track Smart Money conviction in NFE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -19
Streak
3Q ▼
Buyers last Q
43%

Smart Money Signals — NFE

Based on 180 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their NFE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 71% of 3.0Y peak

71% of all-time peak
180 funds currently hold this stock — 71% of the 3.0-year high of 254 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 25% fewer funds vs a year ago

fund count last 6Q
59 fewer hedge funds hold NFE compared to a year ago (-25% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

92 buying123 selling
Last quarter: 123 funds reduced or exited vs 92 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new NFE position: 66 → 39 → 35 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 26% medium ■ 24% new
90 out of 180 hedge funds have held NFE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -8%, value -49%

Value
-49%
Shares
-8%
Last quarter: funds added -8% more shares while total portfolio value only changed -49%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

77 → 66 → 39 → 35 → 43 new funds/Q
New funds entering each quarter: 66 → 39 → 35 → 43. NFE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 10% 1-2yr ■ 28% new
Of 197 current holders: 121 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
34 of 180 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NFE

In 2025 Q4, 92 hedge funds were net buyers of NFE (43 opened a new position, 49 added to an existing one), while 123 reduced or exited (61 trimmed, 62 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -19 funds (more exits than new entries). Total institutional holders: 180.

Hedge Fund Ownership: NFE

How many hedge funds hold NFE — quarterly history vs. share price
Quarterly hedge fund ownership of NFE vs. share price

Market Analysis: NFE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NFE

Energy Oil & Gas Midstream

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 0 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: NFE
2026 Q1 Stats Unlock in 7 days 197 + Investors

Track Smart Money conviction in NFE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 197 218 -9.63%
13F Shares 178M 195M -8.35%
Total Value $29.31B $57.74B -49.23%
New Positions 45 36 +9
Increased Positions 60 95 -35
Closed Positions 65 56 +9
Reduced Positions 86 89 -3
Total Calls 10 16 -37.5%
Total Puts 14 19 -26.32%
PUT/CALL Ratio 1.4 1.19 Bearish

Statistics: NFE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

197 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NFE. Verified SEC 13F-HR filings.

Top 25 institutional holders of NFE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tejara Capital Ltd 0.22% 1,128,296 $666K
2 CenterBook Partners LP 0.02% 777,536 $459K
3 Marex Group plc 0.02% 40,000 $879K
4 Ground Swell Capital, LLC 0.02% 18,835 $11K
5 LEE DANNER & BASS INC 0.01% 293,909 $173K
6 B. Riley Wealth Advisors, Inc. 0.01% 212,000 $122K
7 180 WEALTH ADVISORS, LLC 0.01% 106,480 $63K
8 J. Derek Lewis & Associates Inc. 0.01% 25,845 $29K
9 Fiduciary Alliance LLC 0.01% 150,748 $104K
10 Pinnacle Holdings, LLC 0.01% 28,495 $17K
11 Exit Wealth Advisors, LLC. 0.01% 17,400 $10K
12 waypoint wealth counsel 0.00% 11,288 $7K
13 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.00% 100,000 $59K
14 Founders Capital Management 0.00% 10,000 $6K
15 Abel Hall, LLC 0.00% 20,560 $12K
16 WEBSTER BANK, N. A. 0.00% 40,658 $24K
17 Covestor Ltd 0.00% 4,752 —
18 SBI Securities Co., Ltd. 0.00% 116,354 $69K
19 Leonteq Securities AG 0.00% 82,447 $49K
20 Crestwood Advisors Group, LLC 0.00% 150,763 $89K
21 AlphaQuest LLC 0.00% 21,984 $25K
22 GSA CAPITAL PARTNERS LLP 0.00% 36,688 —
23 EXCHANGE TRADED CONCEPTS, LLC 0.00% 292,283 $172K
24 ACR Alpine Capital Research, LLC 0.00% 120,000 $71K
25 HARBOR CAPITAL ADVISORS, INC. 0.00% 16,206 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NEW FORTRESS ENERGY INC (NFE)

What does the Smart Money Trend signal show for NFE?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their NFE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NFE?

More sellers than buyers — 43% buying: Last quarter: 123 funds reduced or exited vs 92 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NFE holders?

Smaller funds dominant — 0% AUM from top-100: 34 of 180 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NFE?

50% of holders stayed for 2+ years: 90 out of 180 hedge funds have held NFE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.