NEXTERA ENERGY INC EQUITY UNIT
NEE.PRP
NEE.PRP was delisted on the 31st of August, 2016.
28 hedge funds and large institutions have $607M invested in NEXTERA ENERGY INC EQUITY UNIT in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $566M → $607M (+$40.7M)
4% more funds holding
Funds holding: 27 → 28 (+1)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ES
Equitec Specialists
Chicago,
Illinois
|
+$136M |
| 2 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$65.4M |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
+$34.7M |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$6.14M |
| 5 |
SG Americas Securities
New York
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$68.4M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$50.3M |
| 3 |
CAM
Camden Asset Management
Los Angeles,
California
|
-$48.8M |
| 4 |
Calamos Advisors
Naperville,
Illinois
|
-$47.7M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$13.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| $342K | +$316K | +5,141 | New |
|
27
UBS Group
Zurich,
Switzerland
| $105K | +$30.7K | +500 | +46% |
|
28
Morgan Stanley
New York
| $28K | +$26.1K | +425 | New |
|
|
N
29
Nuveen
Charlotte,
North Carolina
| $3K | – | – | – |
|
|
CS
30
Credit Suisse
Zurich,
Switzerland
| – | -$50.3M | -826,255 | Closed |
|
|
MUS
31
Mitsubishi UFJ Securities
Tokyo,
Japan
| – | -$6.09M | -100,000 | Closed |
|
32
Lord, Abbett & Co
Jersey City,
New Jersey
| – | -$3.06M | -50,270 | Closed |
|
|
ACM
33
Advent Capital Management
New York
| – | -$2.42M | -39,866 | Closed |
|
34
Barclays
London,
United Kingdom
| – | -$1.41M | -23,503 | Closed |
|
NEE.PRP Hedge Fund Activity: Q2 2016 in Review
28 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NEXTERA ENERGY INC EQUITY UNIT (NEE.PRP) for Q2 2016, worth a combined $607M — up 7.2% from $566M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NEE.PRP positions and 5 closed out — a net gain of 1 holder — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Equitec Specialists, adding an estimated $136M. The largest seller was Franklin Resources, cutting an estimated $68.4M.
- 28 institutional investors held NEXTERA ENERGY INC EQUITY UNIT (NEE.PRP) as of Q2 2016, up from 27 in Q1 2016.
- Funds reported $607M of NEXTERA ENERGY INC EQUITY UNIT stock for Q2 2016, up 7.2% quarter-over-quarter.
- 6 funds opened new NEXTERA ENERGY INC EQUITY UNIT positions in Q2 2016 and 5 closed out, a net change of +1 holder.
- The largest NEXTERA ENERGY INC EQUITY UNIT buyer in Q2 2016 was Equitec Specialists, an estimated $136M added.
- The largest NEXTERA ENERGY INC EQUITY UNIT seller in Q2 2016 was Franklin Resources, an estimated $68.4M sold.
Based on aggregated 13F filings for Q2 2016.