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NextEra Energy

1,208 hedge funds and large institutions have $46.8B invested in NextEra Energy in 2017 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 413 increasing their positions, 487 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $43.3B → $46.8B (+$3.5B)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

2% more funds holding

Funds holding: 1,1831,208 (+25)

1.33% more ownership

Funds ownership: 310.37%311.7% (+1.3%)

10% less call options, than puts

Call options by funds: $159M | Put options by funds: $177M

15% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 487

Holders
1,208
Holders Change
+25
Holders Change %
+2.11%
% of All Funds
30.06%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.77%
New
100
Increased
413
Reduced
487
Closed
60
Calls
$159M
Puts
$177M
Net Calls
-$17.5M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
226
Northwestern Mutual Investment Management Company
Wisconsin
$12.1M +$5.14M +163,452 +76%
RFA
227
Reilly Financial Advisors
California
$12M +$243K +7,724 +2%
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$11.9M -$528K -16,800 -4%
CM
229
CS McKee
Pennsylvania
$11.8M -$2.32M -73,780 -17%
Federated Hermes
230
Federated Hermes
Pennsylvania
$11.8M -$2.48M -78,780 -18%
MHC
231
Meyer Handelman Company
New York
$11.5M
Calamos Advisors
232
Calamos Advisors
Illinois
$11.4M -$118K -3,748 -1%
Nisa Investment Advisors
233
Nisa Investment Advisors
Missouri
$11.2M +$980K +31,180 +10%
BTS
234
BB&T Securities
Virginia
$11.1M -$354K -11,244 -3%
CEP
235
Chicago Equity Partners
Illinois
$11.1M +$502K +15,980 +5%
URS
236
Utah Retirement Systems
Utah
$10.8M +$12.6K +400 +0.1%
BPB
237
Badgley, Phelps & Bell
Washington
$10.8M -$95.8K -3,048 -0.9%
Creative Planning
238
Creative Planning
Kansas
$10.8M +$216K +6,876 +2%
DSI
239
Daiwa SB Investments
Japan
$10.7M +$190K +6,040 +2%
TAM
240
Tiverton Asset Management
Delaware
$10.6M -$3.45M -109,628 -25%
Los Angeles Capital Management
241
Los Angeles Capital Management
California
$10.5M -$564K -17,928 -5%
JMFC
242
J.M. Forbes & Co
Massachusetts
$10.5M -$62.5K -1,988 -0.6%
GH
243
GAM Holding
Switzerland
$10.5M -$725K -23,064 -7%
GMI
244
Greystone Managed Investments
Saskatchewan, Canada
$10.4M -$677K -21,524 -6%
WMSA
245
Weiss Multi-Strategy Advisers
New York
$10.2M -$11.4M -361,932 -53%
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$10.2M +$529K +16,812 +6%
ZIG
247
Zurich Insurance Group
Switzerland
$10.1M -$140K -4,444 -1%
NIMI
248
Natixis Investment Managers International
France
$10.1M -$333K -10,576 -3%
GT
249
Greenleaf Trust
Michigan
$9.97M -$1.99M -63,212 -17%
American Century Companies
250
American Century Companies
Missouri
$9.92M +$222K +7,064 +2%

NEE Hedge Fund Activity: Q1 2017 in Review

1,208 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2017, worth a combined $46.8B — up 8.1% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new NEE positions and 60 closed out — a net gain of 40 holders — while 413 added to existing stakes and 487 trimmed.

The largest buyer was BlackRock, adding an estimated $4.62B. The largest seller was Vanguard Group, cutting an estimated $296M.

  • 1,208 institutional investors held NextEra Energy (NEE) as of Q1 2017, up from 1,183 in Q4 2016.
  • Funds reported $46.8B of NextEra Energy stock for Q1 2017, up 8.1% quarter-over-quarter.
  • 100 funds opened new NextEra Energy positions in Q1 2017 and 60 closed out, a net change of +40 holders.
  • The largest NextEra Energy buyer in Q1 2017 was BlackRock, an estimated $4.62B added.
  • The largest NextEra Energy seller in Q1 2017 was Vanguard Group, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2017.