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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.

49 hedge funds and large institutions have $605M invested in NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

9% more funds holding

Funds holding: 4549 (+4)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

81% less capital invested

Capital invested by funds: $3.21B → $605M (-$2.61B)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$77.7M -$1.76M -31,320 -2%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$76.7M +$13.7M +242,740 +22%
Franklin Resources
3
Franklin Resources
California
$72.6M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$46.4M
Goldman Sachs
5
Goldman Sachs
New York
$39.6M -$6.1M -108,254 -13%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$32.7M
Bank of New York Mellon
7
Bank of New York Mellon
New York
$29.1M -$501K -8,883 -2%
Calamos Advisors
8
Calamos Advisors
Illinois
$27.5M -$208K -3,697 -0.8%
JP Morgan Chase
9
JP Morgan Chase
New York
$26.3M -$32.9M -583,496 -56%
Morgan Stanley
10
Morgan Stanley
New York
$20.9M +$6.3M +111,725 +43%
HCM
11
Highbridge Capital Management
New York
$19M +$4.79M +85,000 +34%
Invesco
12
Invesco
Georgia
$17.7M +$4.91M +87,100 +39%
Citadel Advisors
13
Citadel Advisors
Florida
$17M +$16.9M +299,996 +7,499,900%
Deutsche Bank
14
Deutsche Bank
Germany
$15M +$12.2M +216,400 +441%
ACM
15
Advent Capital Management
New York
$11.4M
Victory Capital Management
16
Victory Capital Management
Texas
$11.2M -$1.05M -18,594 -9%
Federated Hermes
17
Federated Hermes
Pennsylvania
$10.2M
Barclays
18
Barclays
United Kingdom
$8.18M -$18.1M -321,638 -69%
ZP
19
Zimmer Partners
New York
$6.04M +$918K +16,300 +18%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$5.61M +$3.69M +65,482 New
SIM
21
SSI Investment Management
California
$3.7M -$111K -1,975 -3%
N
22
Nuveen
North Carolina
$3.61M
LTI
23
Laffer Tengler Investments
Tennessee
$2.68M +$2.67M +47,410 New
VanEck Associates
24
VanEck Associates
New York
$2.65M -$83.3K -1,478 -3%
Bank of America
25
Bank of America
North Carolina
$2.48M +$34.6K +614 +1%

NEE.PRO Hedge Fund Activity: Q4 2013 in Review

49 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) (NEE.PRO) for Q4 2013, worth a combined $605M — down 81% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NEE.PRO positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 15 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $16.9M. The largest seller was JP Morgan Chase, cutting an estimated $32.9M.

  • 49 institutional investors held NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) (NEE.PRO) as of Q4 2013, up from 45 in Q3 2013.
  • Funds reported $605M of NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) stock for Q4 2013, down 81% quarter-over-quarter.
  • 6 funds opened new NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) positions in Q4 2013 and 2 closed out, a net change of +4 holders.
  • The largest NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) buyer in Q4 2013 was Citadel Advisors, an estimated $16.9M added.
  • The largest NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) seller in Q4 2013 was JP Morgan Chase, an estimated $32.9M sold.

Based on aggregated 13F filings for Q4 2013.