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NEE.PRO

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

Delisted

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

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53 hedge funds and large institutions have $684M invested in NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

13% more capital invested

Capital invested by funds: $605M → $684M (+$78.5M)

8% more funds holding

Funds holding: 49 → 53 (+4)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advent Capital Management
New York
+$12.1M
2
Bank of America
Bank of America
North Carolina
+$11.2M
3
Deutsche Bank
Deutsche Bank
Germany
+$10.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$10M
5
WAM
Wolverine Asset Management
Illinois
+$7.53M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$17M
2
HCM
Highbridge Capital Management
New York
-$16.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$1.09M
5
SCMF
Sage Capital Management (Florida)
Florida
-$963K
Name Holding Trade Value Shares
Change 		Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$85.7M +$1.51M +25,590 +2%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$83M – – –
Franklin Resources
3
Franklin Resources
California
$78.6M – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$50.4M – – –
Goldman Sachs
5
Goldman Sachs
New York
$42.9M – – –
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$34.2M -$1.09M -18,500 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$31.7M +$166K +2,809 +0.5%
Calamos Advisors
8
Calamos Advisors
Illinois
$30.5M +$713K +12,052 +2%
Deutsche Bank
9
Deutsche Bank
Germany
$27.6M +$10.9M +184,015 +69%
Morgan Stanley
10
Morgan Stanley
New York
$27M +$4.18M +70,694 +19%
Invesco
11
Invesco
Georgia
$21.9M +$2.67M +45,100 +14%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$18M +$7.29M +123,223 +188%
Barclays
13
Barclays
United Kingdom
$16.4M +$7.3M +123,350 +84%
Bank of America
14
Bank of America
North Carolina
$14.3M +$11.2M +189,665 +434%
Victory Capital Management
15
Victory Capital Management
Texas
$13.1M +$913K +15,433 +8%
JP Morgan Chase
16
JP Morgan Chase
New York
$12.7M -$15.3M -257,875 -56%
ACM
17
Advent Capital Management
New York
$12.6M +$12.1M +205,033 New
Federated Hermes
18
Federated Hermes
Pennsylvania
$11M – – –
AQR Capital Management
19
AQR Capital Management
Connecticut
$10.4M +$10M +169,675 New
WAM
20
Wolverine Asset Management
Illinois
$7.86M +$7.53M +127,325 +16,864%
CL
21
CSS LLC
Illinois
$7.51M +$7.24M +122,387 New
ZP
22
Zimmer Partners
New York
$6.54M – – –
SIM
23
SSI Investment Management
California
$4.41M +$381K +6,435 +10%
VanEck Associates
24
VanEck Associates
New York
$3.31M +$420K +7,093 +15%
HCM
25
Highbridge Capital Management
New York
$3.07M -$16.9M -285,000 -85%
1
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NEE.PRO Hedge Fund Activity: Q1 2014 in Review

53 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) (NEE.PRO) for Q1 2014, worth a combined $684M — up 13% from $605M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NEE.PRO positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Advent Capital Management, opening a new position worth an estimated $12.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $17M sold.

  • 53 institutional investors held NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) (NEE.PRO) as of Q1 2014, up from 49 in Q4 2013.
  • Funds reported $684M of NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) stock for Q1 2014, up 13% quarter-over-quarter.
  • 7 funds opened new NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) positions in Q1 2014 and 2 closed out, a net change of +5 holders.
  • The largest NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) buyer in Q1 2014 was Advent Capital Management, an estimated $12.1M added.
  • The largest NEXTERA ENERGY INC UNITS EXPIRING 09/01/2015 (FL) seller in Q1 2014 was Citadel Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2014.