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NEE.PRO

NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL)

Delisted

NEE.PRO was delisted on the 31st of August, 2015.

45 hedge funds and large institutions have $3.21B invested in NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more capital invested

Capital invested by funds: $655M → $3.21B (+$2.56B)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

13% more funds holding

Funds holding: 4045 (+5)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.62B -$1.96M -35,035 Closed
ClearBridge Investments
2
ClearBridge Investments
New York
$76.7M +$21.2M +378,600 +37%
Franklin Resources
3
Franklin Resources
California
$70.1M
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$60.7M -$1.28M -22,900 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$57.3M +$9.61M +171,587 +20%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$44.7M +$13M +232,300 +39%
Goldman Sachs
7
Goldman Sachs
New York
$44.2M -$13.4M -238,497 -23%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$31.5M -$3.98M -71,040 -11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$28.6M +$1.14M +20,296 +4%
Calamos Advisors
10
Calamos Advisors
Illinois
$26.7M +$842K +15,040 +3%
Barclays
11
Barclays
United Kingdom
$25.3M -$35.2M -629,256 -57%
CAM
12
Camden Asset Management
California
$18.3M +$3.14M +56,150 +20%
Morgan Stanley
13
Morgan Stanley
New York
$14M +$14.4M +257,000 New
HCM
14
Highbridge Capital Management
New York
$13.7M +$14M +250,000 New
Invesco
15
Invesco
Georgia
$12.3M +$12.6M +225,000 New
Victory Capital Management
16
Victory Capital Management
Texas
$11.9M +$12.2M +217,049 New
ACM
17
Advent Capital Management
New York
$11.4M -$10.4M -185,278 Closed
Federated Hermes
18
Federated Hermes
Pennsylvania
$9.84M +$10.1M +180,000 New
ZP
19
Zimmer Partners
New York
$4.94M +$5.06M +90,402 New
SIM
20
SSI Investment Management
California
$3.67M +$3.77M +67,370 New
PC
21
Passport Capital
California
$3.28M
Citigroup
22
Citigroup
New York
$3.18M -$5.84M -104,362 -64%
Deutsche Bank
23
Deutsche Bank
Germany
$2.68M +$333K +5,950 +14%
VanEck Associates
24
VanEck Associates
New York
$2.64M -$291K -5,192 -10%
Bank of America
25
Bank of America
North Carolina
$2.35M -$12.6M -224,919 -84%

NEE.PRO Hedge Fund Activity: Q3 2013 in Review

45 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) (NEE.PRO) for Q3 2013, worth a combined $3.21B — up 390% from $655M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NEE.PRO positions and 5 closed out — a net gain of 5 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $21.2M. The largest seller was Jennison Associates, exiting entirely with an estimated $48.9M sold.

  • 45 institutional investors held NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) (NEE.PRO) as of Q3 2013, up from 40 in Q2 2013.
  • Funds reported $3.21B of NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) stock for Q3 2013, up 390% quarter-over-quarter.
  • 10 funds opened new NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) positions in Q3 2013 and 5 closed out, a net change of +5 holders.
  • The largest NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) buyer in Q3 2013 was ClearBridge Investments, an estimated $21.2M added.
  • The largest NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) seller in Q3 2013 was Jennison Associates, an estimated $48.9M sold.

Based on aggregated 13F filings for Q3 2013.