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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
Marshall Wace
251
Marshall Wace
United Kingdom
$9.81M -$3.87M -122,964 -29%
MOACM
252
Mutual of America Capital Management
New York
$9.67M +$463K +14,736 +5%
Baird Financial Group
253
Baird Financial Group
Wisconsin
$9.57M +$1.25M +39,672 +15%
OC
254
Oppenheimer & Co
New York
$9.54M -$357K -11,348 -4%
JIM
255
Jupiter Investment Management
United Kingdom
$9.46M +$9.27M +294,756 New
FT
256
Fiduciary Trust
Massachusetts
$9.18M -$251K -7,996 -3%
PA
257
Pinnacle Associates
New York
$9.08M -$420K -13,344 -5%
AHB
258
Abner Herrman & Brock
New Jersey
$9.07M -$184K -5,860 -2%
MA
259
MUFG Americas
New York
$9.02M -$1.75M -55,620 -17%
JIC
260
Johnson Investment Counsel
Ohio
$8.76M +$11.9K +380 +0.1%
KBC Group
261
KBC Group
Belgium
$8.65M +$962K +30,600 +13%
DnB Asset Management
262
DnB Asset Management
Norway
$8.63M +$1.32M +42,000 +19%
QT
263
Quantbot Technologies
New York
$8.6M +$8.08M +257,124 +2,368%
BII
264
Bainco International Investors
Massachusetts
$8.55M -$500K -15,900 -6%
BFM
265
Boston Financial Management
Massachusetts
$8.54M -$248K -7,872 -3%
Victory Capital Management
266
Victory Capital Management
Texas
$8.46M +$5.68M +180,684 +218%
MYAM
267
Meiji Yasuda Asset Management
Japan
$8.44M -$89K -2,832 -1%
WG
268
Winton Group
United Kingdom
$8.43M +$4.48M +142,404 +119%
TCOV
269
Trust Company of Vermont
Vermont
$8.36M +$12.5K +396 +0.2%
FBB
270
Fulton Breakefield Broenniman
Maryland
$8.35M -$8.43K -268 -0.1%
AL
271
Agran Libbie
California
$8.34M -$338K -10,736 -4%
PP
272
Paloma Partners
Connecticut
$8.3M +$7.22M +229,756 +798%
MSA
273
Mason Street Advisors
Wisconsin
$8.29M +$87.5K +2,784 +1%
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$8.28M +$63.8K +2,028 +0.8%
WT
275
Washington Trust
Rhode Island
$8.27M +$5.39M +171,480 +199%

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.