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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
RJT
326
Raymond James Trust
Florida
$5.43M +$41.9K +1,332 +0.8%
CFB
327
Cullen/Frost Bankers
Texas
$5.41M -$116K -3,676 -2%
SAM
328
Shell Asset Management
Netherlands
$5.4M -$221K -7,044 -4%
Brown Advisory
329
Brown Advisory
Maryland
$5.36M -$473K -15,056 -8%
PCM
330
Palisade Capital Management
New Jersey
$5.36M -$151K -4,800 -3%
ANI
331
American National Insurance
Texas
$5.35M
ERSOT
332
Employees Retirement System of Texas
Texas
$5.32M -$252K -8,000 -5%
BFO
333
Boston Family Office
Massachusetts
$5.3M +$72.3K +2,300 +1%
IA
334
IFP Advisors
Florida
$5.22M +$297K +9,456 +6%
PLFAM
335
Pineno Levin & Ford Asset Management
Virginia
$5.09M -$140K -4,460 -3%
GCMG
336
Gyroscope Capital Management Group
Florida
$5.09M +$261K +8,312 +6%
TIA
337
Tandem Investment Advisors
South Carolina
$5.04M +$86.5K +2,752 +2%
FTC
338
Farmers Trust Company
Ohio
$5M -$640K -20,368 -12%
IA
339
Icon Advisers
Colorado
$4.99M -$893K -28,400 -15%
BST
340
Bath Savings Trust
Maine
$4.95M -$78.7K -2,504 -2%
ECM
341
Estabrook Capital Management
New York
$4.95M -$644K -20,484 -12%
TA
342
Tiedemann Advisors
New York
$4.94M +$341K +10,852 +8%
SCP
343
Scoria Capital Partners
Connecticut
$4.93M +$2.31M +73,600 +92%
AIP
344
Ameritas Investment Partners
Nebraska
$4.9M -$219K -6,976 -4%
FMBTD
345
First Midwest Bank Trust Division
Illinois
$4.88M +$22K +700 +0.5%
SFS
346
Strategic Financial Services
New York
$4.83M +$16.1K +512 +0.3%
PA
347
Profund Advisors
Maryland
$4.8M -$763K -24,276 -14%
NIPH
348
NN Investment Partners Holdings
Netherlands
$4.79M -$2.41M -76,572 -34%
RWA
349
Ropes Wealth Advisors
Massachusetts
$4.76M -$58.2K -1,852 -1%
SIM
350
Sentry Investment Management
Wisconsin
$4.76M -$76K -2,416 -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.