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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
Cambridge Investment Research Advisors
351
Cambridge Investment Research Advisors
Iowa
$4.72M +$114K +3,612 +3%
CT
352
Cambridge Trust
Massachusetts
$4.68M -$74.2K -2,360 -2%
XK
353
Xact Kapitalforvaltning
Sweden
$4.66M +$413K +13,148 +10%
BF
354
BOK Financial
Oklahoma
$4.51M +$123K +3,908 +3%
BRCM
355
Bright Rock Capital Management
Massachusetts
$4.49M
OIM
356
Opus Investment Management
Massachusetts
$4.49M
SBH
357
Segall Bryant & Hamill
Illinois
$4.49M -$23.9K -760 -0.5%
CAM
358
Congress Asset Management
Massachusetts
$4.49M +$128K +4,064 +3%
Connor, Clark & Lunn Investment Management (CC&L)
359
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.46M -$5.02M -159,656 -53%
COPPSERS
360
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.45M +$993K +31,596 +29%
FWIA
361
Fort Washington Investment Advisors
Ohio
$4.4M -$84K -2,672 -2%
TCT
362
TIAA CREF Trust
Missouri
$4.4M -$209K -6,632 -5%
EP
363
Edgestream Partners
New Jersey
$4.38M +$3.43M +109,156 +398%
WDA
364
Wendell David Associates
New Hampshire
$4.37M -$30.4K -968 -0.7%
FFSOTS
365
Fiduciary Financial Services of The Southwest
Texas
$4.32M -$100K -3,180 -2%
EWM
366
Endurance Wealth Management
Rhode Island
$4.31M -$26.9K -856 -0.6%
MKC
367
M. Kraus & Co
Vermont
$4.29M -$40.9K -1,300 -1%
FNT
368
First National Trust
Pennsylvania
$4.29M +$240K +7,636 +6%
Rafferty Asset Management
369
Rafferty Asset Management
New York
$4.24M +$742K +23,612 +22%
FIM
370
Friedberg Investment Management
Texas
$4.22M -$79.2K -2,520 -2%
RHFI
371
Reilly Herbert Faulkner III
$4.22M +$72.3K +2,300 +2%
SFPIA
372
Stevens First Principles Investment Advisors
California
$4.2M -$18.7K -596 -0.5%
PJSIMP
373
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.17M -$930K -29,592 -19%
AB
374
Amalgamated Bank
New York
$4.17M +$234K +7,440 +6%
SI
375
Stephens Inc
Arkansas
$4.09M +$240K +7,628 +6%

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.